Indirect rates

The Indirect Rates page is for creating, copying, editing, and deleting global indirect rate tables.

These tables break out the indirect expenses from your pricing model, allowing you to enter pools of timephased rates for them. A table's timescale determines if the indirect rates are monthly or annual.

When you finish setting up a global indirect rate table, attach it to a direct rate table so you can select indirect pools for your resources. This associates their direct rates with their indirect rates.

To use an indirect rate table in a proposal, go to the Pricing proposal settings and select a direct rate table. The attached indirect rate table and pricing model will be selected automatically.

Global rate tables and proposal rate tables are nearly identical. Before changing rates, check the Global or Proposal indicator next to the table's name.
After changing existing global data, sync your proposals with your rate tables and libraries to get the updated information.