User Guide
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06.6 · Markup, Margins and Sell Rates

Sell Rate View Configuration

The Sell Rates view is the spreadsheet that drives your tender submission. It has its own configuration (SellRateViewConfiguration) stored per-project and per-user.

What You See

The grid shows every direct cost item plus its allocation columns, so the final sell rate is auditable at a glance.

Configuration Panel

Access via the gear icon on the sell rate toolbar.

Row Visibility by Pricing Mode

Show or hide rows by ItemPricingMode:

  • Standard ✅
  • DirectRateOnly ✅
  • SellRateProportional ✅
  • SellRateProjectPercentage ✅
  • NotContributing ❌ (hidden by default — internal only)
  • RateOnly ✅

Row Visibility by State

  • Show Omitted items.
  • Show Hidden & Included items.
  • Show Zero Total items.

Column Visibility

ColumnVisibilityJson stores which columns are on. Typical custom layouts:

LayoutShown columns
Tender submissionLine, WBS, Item, Qty, Unit, Sell Rate, Sell Total
Commercial reviewAll allocation columns, direct rate, sell rate, factor
HandoverItem, Qty, Unit, Direct Rate, Notes

Column Order

ColumnOrderJson stores the order. Drag column headers to rearrange.

Grouping

GroupByColumn options:

  • Resource Type.
  • Status.
  • WBS (top level).
  • Item Group.
  • Code Set.

Expand / collapse groups with GroupsExpanded.

Filtering

  • FilterExpression — free-text search across Item, WBS, Resource.
  • MinimumValueFilter / MaximumValueFilter — show only items in a Sell Total range.

Display Preferences

  • ShowTotalRow — sticky footer with totals.
  • ShowVarianceIndicators — highlight items whose sell rate deviates from an expected factor.
  • HighlightManualEdits — yellow background for overridden allocations.
  • ShowAllocationPercentages — show each allocation as a percentage of DirectTotal.

Saving Layouts

Each user can save multiple layouts. Views → Save As New writes a separate SellRateViewConfiguration record. Admins can mark a view as the project default.

Pop-Out

The sell rate view pops out cleanly on a second monitor — useful during review meetings.

Export From This View

  • Excel — preserves layout and grouping.
  • CSV — flattens the current filtered view.
  • PDF — uses the PDF report options (see 12.3) but honours the current filters and visible columns.