Summary:
Enable Resource Class, Accounting Calendar, and Resource Type to be configured directly on the Bid Rates tab for each resource, in addition to RFP Labor Categories. These fields should follow an override hierarchy so that the most specific value available is used by the algorithm when evaluating each bid line.
Problem Statement:
Currently, users do not have access to Resource Class, Accounting Calendar, and Resource Type at the Bid Rates level for each resource. This limits the algorithm’s ability to reference the values that actually apply to a specific bid line, especially when more general values exist at the RFP Labor Category or proposal level. As a result, users may encounter inaccurate logic evaluation, reduced flexibility, and additional manual effort to work around missing field-level specificity.
Proposed Solution:
Add Resource Class, Accounting Calendar, and Resource Type as available fields on the Bid Rates tab for each resource, alongside RFP Labor Categories. Implement an override hierarchy so the most specific value takes precedence during algorithm processing. For example, Bid Rates values should override RFP Labor Category values, while proposal-level values should continue to override Bid Rates values where applicable. The algorithm’s IF statements should always evaluate using the effective value based on this hierarchy. The behavior should align with existing override patterns already used elsewhere in the system to ensure consistency and predictability.
Benefits:
Improves accuracy by ensuring the algorithm evaluates the correct values for each bid line. Increases flexibility by allowing users to define resource-specific attributes at the Bid Rates level. Reduces manual workarounds and confusion caused by relying on less specific values. Maintains consistency with existing system override behavior, making the feature easier for users to understand and adopt.