Reprice a Proposal

ProjectStream 365 proposal management includes the ability to reprice a proposal.  Repricing will update all related budgets for a particular category on a project and roll up the total amounts

Procedure

  1. From an existing Proposal select Process / Price Override
  2. Enter price details

Labor

  • Labor Profit Type:  Pick a Profit type to update for Labor Budgets on the Project
  • Labor Profit Percent:  Enter a Profit percent to change
  • Cost Category:  If a cost category is selected then only that category will be processed, otherwise all labor budgets will be processed

Purchase

  • Labor Profit Type:  Pick a Profit type to update for Purchase Budgets on the Project
  • Labor Profit Percent:  Enter a Profit percent to change
  • Cost Category:  If a cost category is selected then only that category will be processed, otherwise all purchase budgets will be processed

Expense

  • Labor Profit Type:  Pick a Profit type to update for Expense Budgets on the Project
  • Labor Profit Percent:  Enter a Profit percent to change
  • Cost Category:  If a cost category is selected then only that category will be processed, otherwise all expense budgets will be processed

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