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Add Configurable Rates to an Estimate.

To get started you will need to already have setup configurable items for a composite.

Add Configurable rate

  1. Add your Global Rate to the estimate.
  2. Click on ‘Configure‘ in the ‘Rates‘ column to setup your configurable composite.

    add a configurable rate to your estimate
  3. Select the items for each drop-down of your configurable item
  4. Click ‘Apply‘ once completed.

    Select the items for your configurable rate
  5. Once you have added the Configurable rate, click on the Rate value to see the sub-items.

    Check your configurable rate.
  6. Here you will be displayed with the sub-level of the rate, here you can modify values.
  7. Give a name to your rate (Optional)
  8. Return to main ‘Estimate

    Configurable item, break down.

Re-configure your rate with different items

  1. Click on the drop-down next to your rate.
  2. Click ‘Configure‘ to reselect options.

    reconfigure your rate
  3. Select the items for each drop-down of your configurable item
  4. Click ‘Apply‘ once completed.

    Select the items for your configurable rate
Updated on May 30, 2023
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