Documentation Service Catalog Catalog Rate Form
Detailed guide

Catalog Rate Form

The rate form for defining reusable pricing rates used across estimates and quotes.

Use this form to create a clean record the first time or safely update an existing one without guessing which field drives downstream behavior.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Create missing rates centrally instead of repeatedly adding them ad hoc from estimates.

Put it into practice

  1. Start by checking for an existing rate that already fits the use case. Avoid near-duplicate rate cards that fragment pricing behavior.

    InteractionsService Catalog > Rates (or resource rates area): search and review current rate names and values.

  2. Open the rate form and set a precise rate identity that clearly communicates when it should be used.

    InteractionsRates area: click New Rate or edit the intended rate row.

  3. Enter numeric price and applicability fields exactly, then review for decimal and classification accuracy before saving.

    InteractionsCatalog Rate Form: complete rate value and applicability controls.

  4. Save and confirm the rate appears correctly in the catalog list with expected labels and values.

    InteractionsAfter save, return to rate list and inspect the row details.

  5. Validate estimate impact by confirming the rate is selectable where required in planning workflow.

    InteractionsProject Estimate flow: review rate selector on relevant line items.
    Open workflow: Estimate Workflow

What to review

Page header and breadcrumb

Confirms whether you are creating or editing, gives you the back path, and is the quickest way to avoid updating the wrong record.

Primary form sections

The form is grouped so you can complete one block at a time instead of hunting for every field in a single long screen.

Required inputs and field labels

Every required label tells you what must exist before the record can be saved; blank or invalid values should be corrected before moving on.

Validation and inline errors

Use these messages as instructions, not warnings to dismiss. They tell you exactly which field blocks save and why.

Primary save action

Commits the record only after the form validates. Use it after reviewing every section because it is the action that changes workspace data.

Cancel or return action

Leaves the form and takes you back without finishing the workflow. Use it when you opened the wrong record or need to check related data first.

Offerings (multi-select, grouped by phase)

Select one or more offerings to apply the same cost in one step; they are grouped by phase to make selection quick.

Cost per Unit

Cost per Unit is the resource's cost for the selected offerings and is what estimate cost and margin consume.

Specific Rate Overrides

Specific Rate Overrides let you set different costs per offering in the same submit, so a single save can seed a whole rate card.

Guardrails

  • Cost per Unit must be a valid number before estimates can rely on the rate.
  • At least one offering must be selected so the cost has somewhere to apply.
  • Specific Rate Overrides replace the single Cost per Unit for the offerings they name, so check them before saving.
  • Rate changes can materially affect pricing, so access is typically restricted to catalog maintainers.

If it starts drifting

  • If a rate does not apply in an estimate, confirm the offering you expected was selected here.
  • If cost looks wrong for one offering, check whether a Specific Rate Override is overriding the Cost per Unit.
  • If the resource still shows no cost, confirm you saved a rate against the correct resource.