Schedule of Rates

What the schedule of rates is

The schedule of rates (SOR) is a hierarchical breakdown of all priced items in a project. It defines the items, quantities, and rates that feed into Applications, Variations, and budgets. Items are grouped by cost code and organised in a tree structure with parent sections and child items.

Viewing the schedule of rates

1. 1

   Open a project and click Schedule of Rates in the project sidebar (listed under the project dashboard section), or navigate via the View Schedule of Rates button on the Budgets page.

2. 2

   The table displays the full SOR tree. Expand and collapse sections to navigate the hierarchy.

Filtering by cost code

Use the Cost Code filter above the table to narrow the view to a specific cost code. This is useful on large projects with many sections.

How the schedule of rates connects to other modules

The SOR feeds data into several project modules:

• Applications — when creating an Application, you claim quantities against SOR line items.
• Variations — Variation items can be added from or omitted from the SOR.
• Budgets — budget figures are derived from SOR quantities and rates.
• Buying list — the buying list is generated from the SOR for procurement.

Importing a schedule of rates

If your project does not have an SOR, use the Import Wizard to upload one from an Excel file.

Next steps

• Import Wizard — import cost codes, buying lists, and schedules of rates.
• Budgets — view budget analysis by cost code.