Change quote item cost rates
When creating a quote item in a quote/proposal, you can add several staff, equipment and/or subcontractor costs as needed. Occasionally, you might want to change the predefined costs due to inflation, seasonal price fluctuations, etc. You can make those changes through the API.
Steps
- Go to your API admin page and click "Cost Options" option under the "Quote_Items" group:
- From the list of existing quote item cost options, pick the one you wish to change by clicking its ID. You can filter the view using the filters on the right-hand side of the window.
Note that you should retain historical data of those changes. It is generally preferable to create a new cost option with the new rates and end the cost option with previous rates.
To create new cost option with the changed rates, follow this workflow:
- Select the "End" date of your running rate and make sure you will click "Save and continue editing"
- In the cost option change, edit the desired costs. You can apply four different rates:
- Field work, per day
- Field work, per hour
- Office work, per day
- Office work, per hour
- Now scroll down once again, change the "Start" date to be the next date from the previously set "End" date. Delete the date from "End" and make sure you click "Save as new".
- That way, we are retaining the previous rates to a separate inactive cost option and we are saving the new rates to a new cost option:
