Admin privileges are "Organization Administrator" user permissions are necessary to make changes to adjust your organization's settings for utility rate escalators ("Organization Administrator" user permission)escalator values. Utility rate escalators for your organization can be defaulted by state or by utility utility.
To get to the utility escalator settingsaccess your utility rate escalators, log in to EverBright, click on the user icon in the top right, and select settings.
Then, click Utility Escalation Rates.
Here, you can select a state to view the utility escalation rate for that state. These rates can be changed for the state or for a utility by selecting the state, selecting the utility or leaving the default of "all utilities", entering the updated rate, then clicking Save.
the Settings Gear and then navigate to Usage Phase on the left sidebar. Utility Rate Escalation is the second tab on the page.
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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.
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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.
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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 of in most proposals. Some proposal templates , like such as the 1-pager , do not include the Assumptions page.