--- title: "Pricer Dashboard" slug: "pricer-dashboard" tags: ["Pricer", "Pricing"] updated: 2026-11-04T21:28:59Z published: 2026-11-04T21:28:59Z canonical: "support.govdash.com/pricer-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.govdash.com/llms.txt > Use this file to discover all available pages before exploring further. # Pricer Dashboard 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**](https://support.govdash.com/docs/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. ![](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/image-XQ3KD13W.png) --- ## 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](https://support.govdash.com/docs/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. ![](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pricer-customize-column-width.png) > [!NOTE] > 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 ![](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/image-8RFIYPCD.png) **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. ![](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/image-17JW9LIP.png) --- ## 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: 1. **Select New Workbook:** Open the workbook-creation dialog. 2. **Choose a creation path:** Create from documents or turn on Start blank. 3. **Select an opportunity:** Search for and select an opportunity that does not already have a Pricer workbook. 4. **Create the workbook:** Select Create Workbook or Create Blank Workbook. ![](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/image-1QDOFJ9A.png) ### 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](https://support.govdash.com/docs/govdash-pricer-introduction) and [Overview](https://support.govdash.com/docs/overview-tab) 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. ![](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/image-V99BU2N7.png) 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.