How To Set Up Your Default Strategic Rate

Navigate to the Setup section and select Pricing Customization.

Go to the ‘Firm Pricing’ section and scroll down to the ‘Default’ section.

Here, you’ll find the strategic rates and contract period. Click the pencil icon to make changes.

You can check the ‘Override All Packages to Match Default’ box to apply the default strategic rate across all packages.

To save the changes, click ‘Apply Changes.’ A confirmation message will then appear.

You can now open a package to verify that the strategic rate has been updated correctly.