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ProPricer Ideas Portal
Status Planned
Workspace ProPricer 9
Created by Estevan Mercado
Created on Nov 5, 2025

Rate Builder

A new optional feature designed to handle advanced rate management for Service-Type proposals that require it:

  • Choice at Proposal Creation: Users can select Rate Builder instead of Rate Card when setting up a proposal.

  • Comprehensive Rate Management: Rate Builder will allow users to:

    • Input proposal-specific RFP Labor Categories (Another potential place for this is the Proposal Properties, but keeping it here for now)

    • Map RFP Labor Categories to Resources

    • Build and override rates at the proposal level

    • Perform all advanced rate operations previously considered for Rate Card enhancements, including:

      • Escalation by Phase: Users can escalate rates by Phase, in addition to Month, Quarter, and Year.

      • Proposal-Level Escalation: Support escalation at the proposal level.

      • Tab Separation: Separate Direct and Indirect rates using tabs (possibly RFP Labor Categories as well if not in Proposal Properties).

      • Input Mode Toggle: Allow switching between Composite and Direct rate input.

      • Rate Source/Table Field:

        • Top Grid: For individual Resource and Labor Category records, the rate source should be identified and selectable in the top grid.

        • Lower Grid: For Labor Categories using Composite or blended rates, the rate source should be identified and selectable in the lower grid where contributing labor categories are selected.

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