How to set up default Positions & Position sets?

Created by Alexandra Gallisová, Modified on Mon, 14 Aug 2023 at 09:07 AM by Alexandra Gallisová

Most clients have agreed-upon hourly rates for each position, which can be set in position sets. You can create multiple position sets and activate the ones you want to use as defaults when creating budgets. In addition to client rates, you can also set commissions for external production and media here.

There are two ways how to create Position set:

1) Proposals - Positions sets

Navigate to Positions sets tab in Proposals section and click on "+ add positions set".

Insert the name of the positions set and related brand. Add required positions and its rates. You can set here the commissions for external costs and media as well.

Mark the positions set as Active when you want to use it as default when creating budget for that specific brand.

2) Brands - Positions sets

Position sets can also be also created in the Brands section. Then follow the same steps as in Proposal section.

Predefined and agreed-upon position sets can be easily used or adjusted within the budget structure using the "Set position prices by:" select box.

Where to set default positions?

In the Positions tab you can create the list of agency positions and their hourly rates for your clients. Simply click on "+ add position" button.

When you mark positions as default they will be automatically used when creating new budget proposal.

You can edit the rates or delete positions.

Please note: It's important to know that the authority to modify positions and hourly rates is reserved for team leaders and those in higher roles within the Allfred hierarchy.

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