Reviewing Rate Cards on Plan Lines
Rate cards can also be viewed during the scheduling process:
When selecting a vendor on a plan line, click the
arrow icon
(
)
on the right-hand side of the vendor field.
A pop-up window will appear displaying the available rate card documents for that vendor.
Select the relevant PDF to view the rate card while scheduling.
Revision #3
Created 13 January 2026 16:12:00 by Holly
Updated 20 January 2026 12:21:56 by Holly