How to archive or delete a Rate Group?

Admins can archive or delete Rate Groups that are no longer needed. Archiving preserves historical data, while deletion permanently removes the group (unless it's in use).
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1. Navigate to Organizational Settings > Budget > Rates, then open the three-dot menu next to the applicable Rate Group.
   Select Archive Rate Group or Delete Rate Group from the menu.

2. Archived Rate Groups are moved to the bottom of the list and marked with an Archived label.
   Archived groups can still be managed using the three-dot menu, where they can be either Unarchived or Deleted as needed.

   

   A Rate Group can be archived even if it’s currently in use within a Project. The associated Rate Group Rates remain active in those Projects.
   

3. When choosing Delete, a confirmation modal will appear. Click Yes to confirm the deletion.

   

   If your Rate Group is being used by a Project or a Phase, it will be archived.
   

4. Once confirmed, the Rate Group will be fully removed from the list.