Scheduled Resource Pricing

Scheduled pricing lets you set future prices for your resources ahead of time. When a resource is allocated to an event or quote, the system automatically applies the price that was in effect on the event's start date — so you don't have to remember to update prices manually when they change.

Getting There

• Click Resources in the sidebar.
• Open an existing resource.
• Scroll down to the Scheduled prices section below the unit cost and unit price fields.

How It Works

Each resource has a base price (the unit cost and unit price fields at the top of the form) and optionally one or more scheduled price tiers. Each tier has:

• Effective from — the date this price takes effect
• Unit cost — the new cost per unit
• Unit price — the new price per unit
• Notes — optional notes (e.g. "2027 rate card")

When a resource is allocated to an event or quote, the system looks at the event's start date and finds the most recent tier whose effective date is on or before that date. If no tier applies, the base price is used.

Example

A projector resource has:

• Base price: 100/day


• Tier effective 1 Jan 2026: 110/day


• Tier effective 1 Jan 2027: 120/day

Quotes

Quotes linked to an event use the event's start date to resolve pricing, so your quote automatically reflects the price that will apply when the event takes place.

Standalone quotes (not linked to an event) and package templates always use the base price.

Explicit Price Overrides

If you manually set a unit cost or unit price on an individual allocation, that explicit price always takes priority over any scheduled tier. This lets you lock in a negotiated rate for a specific event without affecting the scheduled pricing.

Common Tasks

Adding a Scheduled Price

• Open the resource and scroll to Scheduled prices.
• Click Add scheduled price.
• Enter the effective from date, unit cost, unit price, and optionally a note.
• Click Add.

The tier appears in the table with a status badge:

• Active — this is the tier currently in effect (based on today's date)
• Future — this tier hasn't taken effect yet
• Past — this tier has been superseded by a later one

Editing a Scheduled Price

• Click Edit next to the tier you want to change.
• Update the fields.
• Click Update.

Deleting a Scheduled Price

• Click Delete next to the tier.
• Confirm the deletion.

The tier is soft-deleted. Existing allocations that were priced using this tier are not affected — they retain the price that was resolved at the time of allocation.

Bulk-Importing Scheduled Prices

You can set scheduled prices in bulk using the CSV resource import. Add a Price effective from column to your spreadsheet alongside the unit cost and unit price columns.

• If the effective date is in the future, a new scheduled tier is created and the resource's base price is left unchanged.
• If the effective date is today or in the past, the base price is updated directly (the normal import behaviour).
• If the column is left blank or not mapped, the import works exactly as before — updating the base price.

See Importing Data for full import instructions.

Frequently Asked Questions

Nothing changes automatically. Existing allocations keep whatever price they were resolved with (or any explicit price override). Only new allocations or allocations without an explicit price will pick up the new tier.

Everything works exactly as before. The base unit cost and unit price on the resource are used for all allocations.

The event's start date. This means a resource added to an event in 2027 will always use the 2027 tier, regardless of when you actually create the allocation.

No. Packages are reusable templates without a specific event date, so they always use the resource's base price. When a package is applied to a real event, the resulting cost allocations will resolve pricing based on that event's date.

Related Articles

• Managing Resources
• Managing Costs
• Importing Data