Reuse an existing rate structure to create new rate cards more quickly and consistently
Rate cards often share similar configurations across regions, labor categories, suppliers, or business units. Copying a rate card allows you to reuse an existing rate structure instead of creating a new one from scratch.
Use this function when a new rate card requires many of the same settings, earning codes, and rate structures as an existing rate card.
Jump to what you want
Why it matters
- Promotes consistency across rate structures.
- Reduces manual data entry when creating new rate cards.
- Helps maintain standardized rate and billing configurations.
Who it's for
- Program Office users responsible for procurement administration.
- Administrators who manage workforce rates and rate card configuration.
How it helps
- Create a new rate card from an existing one.
- Reuse existing rate structures.
- Reduce the time required to configure similar rate cards.
Important behavior
- Review all copied values before saving the new rate card.
- Update dates, categories, and any other information that should not be inherited from the source rate card.
- Confirm the copied rate card reflects the intended business requirements before making it available for use.
Availability and setup
- Access to Admin > Procurement > Rate Cards is required.
- The source rate card must already exist.
Before you begin
- Identify the rate card you want to copy.
- Determine which values should be changed in the new rate card.
- Gather any updated effective dates, categories, or rate information required for the copy.
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
Copy a rate card
- Select Admin > Procurement. The Procurement Administration page displays.
- From the left Navigation, expand the Procurement Geography folder.
- Expand the Procurement Geography folder.
- Locate and expand the applicable geographic location.
- Locate and expand the applicable Industry.
- From the left Navigation, select Rate Cards. The Rate Cards page displays.
- Locate and select the link for the rate card you want to copy. The View Rate Card Details page displays.
TIP: Scroll through the list or use the search options at the top of the Rate Cards screen to locate the rate card. - Select Copy.
- Review the copied rate card information.
- Update any values that should differ from the original rate card.
- Select OK to save the copied rate card.
Result
A new rate card is created using the original rate card as a starting point.
What's next
After copying a rate card, you can:
- Update rates, categories, or billing settings.
- Create supplier-specific rate cards.
- Create or update request templates that use the new rate card.
- Continue building rate structures for the selected Industry.
| Persona Program office users | Modules Administration | Documentation release Beeline Enterprise | Q3 2026 | Feedback? Email us: |