Feature Request: Dynamic Rate-Based Line Item Automation (Percentage-Based Fields)
J
John Holliday
Enable line items (e.g. prep, wrap, travel days) to automatically calculate as a percentage of a base rate (e.g. day rate), and dynamically update when the base rate or vendor changes.
Currently, line items are static. When a vendor’s day rate changes—or when switching to a different vendor—dependent costs like prep, wrap, and travel (often set at 50% of the day rate) must be manually updated across all entries. This is time-consuming and prone to errors.
Solution - Introduce dynamic, formula-based line items that reference a central base rate.
- Ability to define a base rate field (e.g. “Day Rate”) per vendor or line item group
- Support for formula-based columns, such as:
Prep Day = 50% of Day Rate
Travel Day = 50% of Day Rate
- Automatic updates when:
- The base rate changes
- A different vendor is selected (with a different rate)
- Ability to create and reuse templates or automation rules for these structures
- Optional: Ability to store default rates at the vendor/contact level