Adding Estimate Rate Modifiers

You can add rate modifiers to an estimate to apply a percentage-based adjustment to bill rates. Rate modifiers are managed from the Related subtab on the Estimate record page.

To add a rate modifier to an estimate:

1. Open the estimate you want to add a rate modifier to.
2. Select the Related subtab.
3. In the Estimate Rate Modifiers related list, click New.
4. Enter a name for the rate modifier.
5. [Optional] Update the estimate the rate modifier applies to.
6. In the Rate Type field, select "Bill".
7. Enter the value as an adjustment percentage. Enter a positive number to increase rates or a negative number to decrease them.
8. [Optional] Enter a Start Date and End Date to limit the modifier to a specific date range.
9. [Optional] Enter a description.
10. [Optional] Select a role, region, practice, or group to limit the modifier to matching role requests.
11. [Optional] Select the Apply to Sub-Regions, Practices & Groups checkbox to additionally apply the rate modifier to sub-regions, practices, and groups of the scoped regions, practices, and groups.
12. Click Save.
13. Click to see your changes in the Estimate Builder.

For more information about how rate modifiers work, including filter behavior and validation rules, see Estimate Rate Modifiers Overview.