Use a custom rate card when one proposal needs different billable rates from your account’s standard rates. You need an existing proposal, permission to edit it and the relevant roles set up in Drum.
Create the custom rate card
Open the opportunity’s Proposals tab and select the proposal.
Open Settings, beside the Proposal and Project Budget tabs.
Under Custom rate card, select Add Rate Card.
Enter a name and, optionally, a description.
Under Billable roles, enter the rates for the roles used in this proposal.
Under Billable staff, enter any individual staff overrides. Leave a staff rate blank to use the role rate. Use Allow zero rate only when that staff member should have a zero billable rate.
Choose whether to update existing estimates
Before saving, decide whether to select Apply below rates to all existing budget resourcing.
Selected: the rates replace the current rates on every existing budget resource in this proposal, including manually entered rates.
Not selected: existing budget resource rates stay as they are. The custom rate card is available for new resourcing estimates.
Select Save rate card when the rates and this option are correct.
Check the budget
Return to Project Budget and check the rate information in the sidebar.
If you applied the rates to existing resourcing, review the affected estimates and budget totals.
If the revised budget changes your proposal’s prices, review and sync the proposal from the budget.
When you convert the proposal into a project, its custom rate card carries across to the project.
For rates you want to reuse across proposals, use a reusable account rate card instead. The proposal’s Settings tab includes a link to those rate cards.