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Status Planned
Created by Guest
Created on Sep 29, 2023

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit PPBOE-I-347 Work schedule Table added in Proposal Properties..

Rate Modifiers Available in BOE Pro Merged

Feature Request: Rate Modifiers Selection in BOE Pro

Summary:
Enable estimators in BOE Pro to view and select the same rate modifiers defined in the originating CE proposal. This ensures that estimates in BOE Pro accurately reflect the commercial structure and pricing adjustments established in CE.

Problem Statement:
Today, when a proposal in CE uses rate modifiers (e.g., discounts, premiums, location factors, or other adjustment multipliers), those modifiers are not visible or selectable in BOE Pro. Estimators must manually interpret and recreate the intended adjustments, which is error-prone and can lead to inconsistent pricing between CE and BOE Pro. This disconnect undermines trust in estimates and requires extra communication and rework between proposal and estimating teams.

Proposed Solution:
Expose rate modifiers from the CE proposal within BOE Pro for the associated estimate.
Allow estimators to:

  • View all applicable rate modifiers that were configured in CE for the proposal.

  • Select and apply one or more of these rate modifiers to relevant estimate items in BOE Pro.

  • See the impact of selected modifiers on calculated rates and totals (e.g., via adjusted rate and extended amount fields).

Ensure that:

  • Only rate modifiers associated with the current proposal in CE are available for selection in BOE Pro.

  • Any changes to selected modifiers are reflected consistently across affected estimate lines.

  • The system preserves a clear audit trail of which modifiers were applied to which items.

Optionally, provide validation or warnings when an estimator tries to finalize an estimate without applying required or commonly used modifiers defined in CE.

Benefits:
Improves pricing accuracy by aligning BOE Pro estimates with the rate structure defined in CE.
Reduces manual work and the risk of misapplying or forgetting rate adjustments.
Strengthens collaboration between proposal and estimating teams through a shared set of rate assumptions.
Increases confidence in cost and price outputs for both internal stakeholders and customers.