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Status Closed
Created by Wyatt Lunson
Created on Aug 14, 2025

Estimation Configuration - RSR Page

Put Simply Statement:
Add UI for the Configuration side of RSRs for Estimation

Why it Matters:
Estimation configuration requires the ability to receive RSRs (Platform/ProfitCenter) from Flex Forecast and assign them to our Offerings for both Domestic and Acceleration Center

What’s Needed:

  • Integration to FlexForecast to receive all RSRs and the data we require about them every N days

  • Dropdowns to search/select applicable RSR

  • ability to assign RSRs by Team

Early ACs:

I think that there's a real chance that RSR page does not need to exist anymore in Estimation so would prefer to properly build this out later

  • Given an Admin has an Offering selected, when they view the RSR page, then they will see two sections: Domestic and Acceleration Center

    • Each section will have two dropdowns

      • Domestic - Platform and Practice Team/Profit Center

  • Given an Admin is on the RSR page, when they select options in both dropdowns for a given section, then the RSRs for the specific combination will be displayed

    • Will show the rates for Partner through Associate rates


Other Notes:

Need to consider "in flight estimate resets"



Workspace Territory N/A
  • Admin
    David Martinez
    May 18, 2026

    This is not being considered for the new ePro 2.0 re-build. Closing this idea out as it is not applicable