How rate packs work
Rate packs are managed once at the workspace level and then used across that workspace's projects.
At the workspace level, authorized members enable published packs and manage the workspace's custom rates.
Inside a project, the Library provides a read-only view of those enabled packs.
In the project budget, users type / in a line-item Description cell to find and apply an enabled rate.
Projects do not have separate rate-pack settings. Enabling or disabling a pack at the workspace level changes its availability across the workspace's projects.
What is a rate pack?
A rate pack is a collection of rates that your team can search while budgeting. Saturation includes a catalog of published packs and one editable custom rate pack for your workspace.
Rate-pack availability is managed at the workspace level. Any pack enabled by the workspace appears in each project's Library and in the budget rate search.
Browse and enable rate packs
Open Projects from the workspace navigation.
Select Library in the Projects toolbar.
Select Rates.
Use Search or Filter to find a pack. Filters include All, Enabled, Disabled, and pack categories.
Select a pack to review its rates.
Turn on the pack's enable switch to make its rates available to the workspace.
You need permission to manage workspace settings to enable or disable packs. Other members can view the packs that the workspace has enabled.
View rate packs from a project
Open the project budget.
Select Library in the budget toolbar.
Select Rates.
Select a pack to view its rates.
The project Library shows only the packs enabled by the workspace, and pack contents are read-only here. To change workspace availability, return to Projects, select Library, then select Rates.
Use your workspace custom rate pack
Members with permission to manage workspace settings can maintain company- or production-specific rates in the workspace's custom pack.
Open the workspace Library from the Projects page.
Select Rates, then select Add.
Saturation opens your workspace custom rate pack, named for the workspace.
Select Add rate to enter a single rate, or open the import menu and choose Import CSV or Import XLSX.
When importing, confirm whether the first row contains headers, map the source columns, review the preview, then select Import [number] rows.
The custom pack supports Description, Rate, Unit, Default Qty, Notes, and Tags. You can also drag a CSV or XLSX file onto the editable custom pack. Published catalog packs are read-only.
Search and update the custom pack
Open the custom pack from the workspace Library to:
Search its rates.
Add, edit, or delete rate rows.
Rename the pack with the pencil beside its name.
Import more rates from a CSV or XLSX file.
Changes to an enabled custom pack become available in the budget rate search after workspace data syncs.
Apply a rate to a budget line
Open a project budget and expand an account to its line items. Rate packs apply to line items, not account rollups.
Open a line's Description (or Name) cell and type /. Because the slash command uses this cell, start with a blank Description or be prepared to re-enter its description after choosing a rate.
Search the enabled rates, then select the correct suggestion. Review the rate title, source pack, amount, and unit before selecting it.
Review the values populated in each estimate phase.
What gets filled: Saturation fills the Rate in every estimate phase where that line does not already have a rate. It fills Unit only when Unit is empty. It uses the pack's Default Qty when provided; otherwise, it enters 1.
Existing Rate and Unit values are not overwritten. A default unit such as Day counts as an existing value, so selecting a Week rate does not replace it automatically.
Frequently asked questions
Why don't I see a rate pack in my project?
Projects show only workspace-enabled packs. Go to Projects → Library → Rates and confirm that the pack is enabled. If you just changed availability, allow workspace data to sync and refresh the project. If Reconnect sync appears, reconnect before retrying.
Can I apply a rate to an account row?
No. Account rows roll up from their line items. Expand the account and apply the rate to the appropriate line.
Why didn't the selected rate change my unit?
Saturation preserves an existing Unit. If the line already contains Day, Week, or another unit, update it manually when the selected rate should use a different unit.
Why do I see several rates with the same title?
The entries may represent different agreements, schedules, effective periods, groups, amounts, or units. Review the source pack, amount, and unit in the suggestion and open the pack for additional details.
Can I use a different rate pack for each phase?
Not currently. Selecting a rate applies it to each estimate phase where the line's Rate is blank. Adjust a phase manually when it requires a different value.
Can I export a rate pack?
The current Saturation 3.0 Library does not provide a rate-pack export control. Custom packs can import CSV and XLSX files.
Why is a custom rate missing from search?
Confirm that the custom pack is enabled, the rate row contains a Description and Rate, and workspace data has finished syncing. Then search again from a line-item Description cell.