Overriding Role Request Rates

You can manually override individual role request rates in the Builder tab, or override multiple role request rates using the Mass Adjust Rates action.

On the row of a role request, a is displayed next to the bill rate if it's higher than the rate on the related rate card. A is displayed next to the bill rate if it's lower than the rate on the related rate card. For cost rates, a is displayed if it's higher than the rate on the related rate card, while a is displayed if it's lower than the rate on the related rate card.

Overriding Individual Rates

You can override the Cost Rate and Bill Rate fields on a role request by double-clicking the relevant cell and editing them. You can hover over the cell to see the rate card rate and the overridden rate.

Mass Adjusting Rates

You can use the Mass Adjust Rates action to override the rates of role requests on an estimate using either rate overrides or rate uplift. You cannot apply these methods of mass adjusting rates simultaneously.

Rate override enables you to override the start date that is used when matching appropriate rate cards for the suggested bill rate on a role request. This will override both existing and new role requests.

Rate uplift enables you to specify a percentage to uplift role request rates year on year, and select the date from which to begin applying the uplift percentage.

Tip:

You can mass adjust the rates of an estimate that has previously been added to opportunity.

Rate Overrides

To apply rate overrides:

1. On an estimate record, click Actions | Services CPQ | Mass Adjust Rates.
2. From the Mass Action picklist, select "Rate Override".
3. Select the time period you want to override the role request rates for.
4. Select the date to be used as the start date when matching appropriate rate cards within the selected time period.
5. Click Add Override.
6. Repeat steps 2-4 to add all of the time periods you want to override.
7. Click Save.

Tip:

You can amend the override date of an existing override directly in the Overrides grid.

To revert a mass rate override:

1. On an estimate record, click Actions | Services CPQ | Mass Adjust Rates.
2. From the Mass Action picklist, select "Rate Override".
3. Next to the override you want to revert, click , then Delete.
4. Click Save. The start date of each role request within the time period of the override you deleted is used when matching appropriate rates cards for the suggested bill rate.

Uplifting Rates

To apply a rate uplift:

1. On an estimate record, click Actions | Services CPQ | Mass Adjust Rates.
2. From the Mass Action picklist, select "Rate Uplift".
3. Select a date in the Cutoff Date field. This is the date after which to apply the rate uplift. The rates of any role requests that start on or before this date are not uplifted.
4. Enter a percentage in the Role Request Uplift Percentage field. This is the percentage to increase the role request rates by, starting from the cutoff date. Uplift is applied as a percentage against the previous year's rates and compound year on year.
5. Click Save.

Tip:

You can click Clear to clear the Cutoff Date and Uplift Percentage fields.

To revert a rate uplift:

1. On an estimate record, click Actions | Services CPQ | Mass Adjust Rates.
2. Click Clear.
3. Click Save.