During this sprint, we introduced firm-default views for interactions data grids, Logistic Fees for Corporate Access, and the ability to value interactions with team/user rate card factors.
Using Logistic Fees, clients can isolate the cost of providers’ on-ground logistics for hosting an event. These fees are calculated per event and can be defined with the same granularity as our Rate Card (through the combination of different factors).
To set up Logistic Fees, go to Access & Admin-> Resource
Additionally, there are two new columns, Logistic Fees and Total Value, available in the data grid.
Set a firm-default data grid column view
Firm admins now have the ability to customize a default column layout for the Resource Tracking data grids. This default view is set for the entire firm, so portfolio managers and analysts can spend more time valuing interactions and less time setting up their respective views.
- Team and Users are available as factors in the Rate Card
- Allocation-level overrides are supported in Flatten By Allocation view, in addition to Aggregated Expand by Allocation