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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a CI rate card

You can add a CI rate card that specifies an hourly rate and associate a rate code.

Before you begin

Role required: financial_mgmt_admin

Procedure

  1. Navigate to All > Cost > Costs > CI Rate Cards.

  2. Click New.

  3. Fill in the fields, as appropriate.

FieldDescription
Number\[Read-only\] The CI rate card identification number. Automatically assigned.
Define conditionCheck box that indicates whether to use the Condition field to filter configuration items for the rate card.
NameThe CI rate card name.
Summary typeThe CI rate card category: Grow Business, Run Business, or Transform Business. Categorizing can be useful for reporting.
ActiveCheck box that indicates whether the rate card is available for use. Clear the check box to disable the rate card and deactivate all associated rate card costs.
TableThe table to query with conditions for configuration items. This field is available if Define condition is selected.
ConditionThe condition to query on the specified Table. This field has a condition count widget to preview what records are captured by the conditions. This field is available if Define condition is selected.
Short DescriptionA brief description of the rate card.

Parent Topic:CI rate cards