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From there, if you would like to add custom utility rate escalations, you can click Edit on the right side. From there, an accordion opens where you can set the escalator on a state or on a utility-level. Image Removed

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First, use the State dropdown to select the state you would like to add a default in. Once you select a State, you will be able to proceed by either setting a default at the state-level or utilize the Utility dropdown to select a specific utility. You can see in the screenshot below that at the Utility dropdown selection defaults to State Default.

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You will also see the defaulted rate show up to the right of this dropdown, so you can be aware of the scale of the change you're making. Once you've set a new rate, click Add. You'll see the new default Utility Rate Escalator appear in the list below.Image Removed 

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As you can see, you will also be able to remove the default you set by clicking the trashcan to the right of the rate. This will set the Utility Rate Escalator back to the system default.

Admins can give access to Managers to be able to edit the utility rate escalator in a specific job in the Usage phase. Admins cannot give access to Sales Reps to edit the utility rate escalator.

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When you're done adding/editing Utility Rate Escalators, click Save and then click Close.


The utility rate escalator appears on the Assumptions page in most proposals. Some proposal templates such as the 1-pager do not include the Assumptions page.