Hi ZOHO team,
I have splitted this request in two parts, Problem and Solution Needed.
I work for a project management company, therefore we build projects from brainstorm to handling the key of the finalised project to the customer. For that we divide the projects in TASKS -Ex: If we where to construct the Eiffel Tower, we would break the process in different TASKS with different professionals joining in different times, each with a standard rate-, so that we can make greater problems smaller and so apply more efficiency for each TASK.
My problem here is that when I create a task, I have to manually insert the standard rate of each professional jumping on the project, when in fact the rate is standard. For some TASKS, they can have up to 90 different people so 90 different rates, which makes the company lost a tremendous amount of time copy/ pasting each price.
I would need to be able to assign each Participant/ Employee a standard rate on the price book or list, then once I want to assign them to a task only having to click select the person and the price to appear so that I don't have to manually enter 90 rates every time I create a TASK, I would also need the option to customize the rate within the task, we can be talking about projects of 80 TASKS each with 90 rates so.. we really need some help!
Thank you again,