Price Management

Price Management tab

The table below explains the buttons in the Price Management tab on the ribbon.

Button Function
Save button Saves the opened document if changes have been made. If you click the arrow under this button, you will find the Save All option which saves all changed documents. When you save a document, you will be prompted to enter comments explaining why changes have been made.
Add Price Deck button

Adds a new price deck. For detailed instructions, see Create a new price deck.

Note for version 16.5 Update 7 and later: Folders can be inserted to organize price decks using the Add button: click the arrow below the button and select Folder.
Open Price Deck button Opens the selected price deck.
Rename Price Deck button Renames the selected price deck.
Paste button Inserts the copied item into the currency deck
Cut button Cuts the selected item and stores it in the clipboard.
Copy button Makes a copy of the selected item and stores it in the clipboard.
Export Price Deck button Exports one or more price decks to a '.XEFP' file.
Import Price Deck button Import one or more price decks from a '.XEFP' file.
Permissions button

For version 16.5 Update 17 and later: Open the Permissions dialog for the selected price deck.

See Permissions for price decks and price groups.

Price Deck Home tab

The table below explains the buttons in the Price Deck Home tab in the Price Tools section on the ribbon.

Button Function
Save button Saves the opened document if changes have been made. If you click the arrow under this button, you will find the Save All option which saves all changed documents. When you save a document, you will be prompted to enter comments explaining why changes have been made.
Revisions drop-down Opens the list of available revisions for the selected price deck.
Price History button Opens the History window where you can view the history of changes made to the price deck, including who made the change and when (see View history of changes).
Add Price button Adds a new price to the selected price group on the Settings tab.
Delete Price button Deletes the selected price.
Add Price Scenario button Opens the window from which you can create a new price scenario.
Delete Price Scenario button Deletes the price scenario currently open.
Rename Price Scenario button Opens the window from which you can rename the currently-open price scenario.
Copy Price Scenario button Copies the currently open price scenario into a new scenario.
Add Price Group button Opens a window from which you can create a new price group. The new group can be found on the Settings tab of the Price Deck. For more information, see Create a new price deck.
Rename Price Group button Opens the window where you can rename the selected price group.
Delete Price Group button Deletes the selected price group from the Price Deck.
Group Permissions button

For version 16.5 Update 17 and later: Open the Group Permissions dialog for the selected price group.

See Permissions for price decks and price groups.
Add Columns button Add intermediate columns in the selected price group location.
Delete Columns button Delete the selected intermediate columns in a price group.
Price Deck Settings button Price Deck Settings: For each price stream you can specify whether it will be visible when linking prices to a folder in a hierarchy. For generic prices, a custom name can be specified, if required.
Price Deck Range Settings button Price Deck Range Settings: set the Start Year, Duration and Years Shown Monthly.