Open the Pricer Dashboard to manage active pricing workbooks. Use it to find, sort, filter, open, move, create, and archive workbooks. Each workbook stays linked to its source opportunity, and archived workbooks can be restored from the Archive.
Dashboard at a Glance
The Active Workbooks header can include the following controls, depending on your plan and permissions:
Archive: Open the Archived Workbooks page.
Pricer settings (gear icon): Open Pricing Settings to manage phases, allocation bases, and indirect-rate templates. This appears for authorized settings managers.
New Workbook: Create a workbook from documents or start blank. This appears for users with Pricer create permission.
Pricer Phases and Views
Pricer phases represent your team’s pricing workflow. New teams start with Extracting, In Progress, and Complete, and authorized settings managers can change phase names, colors, and order in Pricer Settings.
In Kanban view, users with Pricer edit permission can drag a workbook to another phase. Authorized settings managers can also rename or recolor a phase from the Kanban header. In Table view, use the Phase field to move a workbook.
Use Customize to switch between Table, Kanban, and Rows and to save your preferred default view. In Kanban view, you can also set Column Width to Compact, Default, or Fit. Use search, filters, and sort controls to find the workbooks you need.
Phase versus Processing Status
Phase is your team’s workflow stage. Processing Status reports the workbook’s technical state, such as Not Started, Extracting, Extraction Complete, Completed, or Failed. A workbook can also display Building WBS while the Work Breakdown Structure is being generated.
Find and Review Workbooks
Select a workbook title or card to open it. Depending on the available data, cards can show:
Workbook and opportunity name
Processing status: Not Started, Extracting, Extraction Complete, Completed, or Failed
Building WBS while the Work Breakdown Structure is being generated
Due date and agency
Pricing strategy
Government estimate and target value
Last-updated time
Table view adds Phase, Status, Agency, Last Updated, Created, and Actions columns.
Use Date Due and phase Status filters for quick narrowing. More filters adds Processing Status, Pricing Strategy, and another Date Due filter. To change the order, use Sorted by in Kanban and Rows views, or select a column header in Table view. Use Customize to switch layouts or choose visible columns where available.
Creating New Workbooks
To create a new Pricer workbook, select New Workbook in the top right corner. A dialog lists your active opportunities, and you can also create a new opportunity from there.
To create a workbook:
Select New Workbook: Open the workbook-creation dialog.
Choose a creation path: Create from documents or turn on Start blank.
Select an opportunity: Search for and select an opportunity that does not already have a Pricer workbook.
Create the workbook: Select Create Workbook or Create Blank Workbook.
Create from Documents
When Start blank is off, the opportunity must have at least one capture or solicitation document, and those documents cannot be failed or still processing. An unavailable opportunity is dimmed. Hover over it to see why, such as No capture or solicitation documents or a document that failed or is still processing.
For users with Pricer edit permission, Create Workbook starts pricing initialization and document extraction.
Start Blank
Turn on Start blank to create an empty workbook without running document extraction. You can use an opportunity without capture or solicitation documents and run Extract from Documents later. The workbook opens in a Not Started state.
If you need a new opportunity and have Capture create permission, select Create New Opportunity at the bottom of the dialog. If you do not have that permission, ask a Capture editor to create the opportunity.
After creation, use the GovDash Pricer Introduction and Overview articles to continue.
Archiving Workbooks
Once your opportunity has come to its conclusion, you can archive it to hide it from the current view by selecting Archive Workbook under the Actions menu on the Kanban card or table row.
Your workbook will be sent to the Archive, which is accessible using the Archive button in the top right of the dashboard.
Archiving removes a workbook from Active Workbooks without deleting it.
To restore one workbook, open its Actions menu and select Unarchive Workbook. In Table view, you can select multiple archived workbooks and use the bulk unarchive action. Restored workbooks return to Active Workbooks.
Permissions and Visible Controls
Your dashboard can look different based on your role:
Pricer Read: View the dashboard and open permitted workbooks.
Pricer Create: See New Workbook and create a workbook.
Pricer Edit: Move phases, run extraction when creating from documents, archive, and unarchive workbooks.
Pricer Manage Settings: Open Pricer settings and manage phase names, colors, and order.
Capture Create: Use Create New Opportunity from the New Workbook dialog.
If an expected control is missing, confirm your permissions with a team administrator.