FAQ: QuoteX Discount Calculation Logic and Field Behavior
Published on April 28, 2026 QuoteX
Discount Models at a Glance
QuoteX supports three discount models. The calculation of Resource Level Discount, Timeline Level Discount, and Total Discount depends on the selected model.
| Discount Model | Resource Level Discount | Timeline Level Discount | Total Discount |
| Timeline Level Only | (List Price - Adjusted Rate) × Total Hours | Discount Amt OR (Discount % × Total Fees) | Timeline Level Discount |
| Resource Level Only | (List Price × Discount %) × Total Hours | Not applicable | Resource Level Discount |
| Both Levels | (List Price × Discount %) × Total Hours | Discount Amt OR (Discount % × Total Fees) | Resource Level Discount + Timeline Level Discount |
Frequently Asked Questions
1. How is the Total Discount calculated when using the Both Levels discount model?
In the Both Levels model, the Total Discount is the combined sum of the Resource Level Discount and the Timeline Level Discount .
Total Discount = Resource Level Discount + Timeline Level Discount
2. What formula does QuoteX use for the Resource Level Discount in the Timeline Level Only model?
For the Timeline Level Only model, QuoteX calculates the Resource Level Discount using:
Resource Level Discount = (List Price - Adjusted Rate) × Total Hours
3. Where is the Ratecard Threshold applied in each discount model?
The application point of the Ratecard Threshold varies by discount model:
- Timeline Level Only: Applied to the Adjusted Rate column on the resource row.
- Resource Level Only: Applied to the Discount % column on the resource row.
- Both Levels: Applied to the Discount % column on the resource row.
4. In the Both Levels model, which fields are visible and editable?
According to the technical specifications, the following resource-row discount fields are visible and editable in the Both Levels configuration:
| Field | Visibility | Editable |
| Discount Amt OR % | Yes | Yes |
| Discount % | Yes | Yes |
5. What is the formula for the Timeline Level Discount?
The Timeline Level Discount formula is used in both the Timeline Level Only and Both Levels models:
Timeline Level Discount = Discount Amt OR (Discount % × Total Fees)
This calculation is not applicable to the Resource Level Only model.
6. How does the Resource Level Discount calculation change when switching to Resource Level Only?
In the Resource Level Only model, the Resource Level Discount is calculated as:
Resource Level Discount = (List Price × Discount %) × Total Hours
The same formula is used when the system is set to the Both Levels model.
7. What constitutes the Total Discount in the Resource Level Only and Timeline Level Only models?
| Discount Model | Total Discount |
| Timeline Level Only | Solely the Timeline Level Discount |
| Resource Level Only | Solely the Resource Level Discount |
8. Which discount field is hidden and non-editable in the Resource Level Only model?
In the Resource Level Only model, the Discount Amt OR % field is not visible and is not editable.
Note: The source technical specification also states that the Discount % and Discount Amount fields are visible on the Timeline Overivew , although they are marked as non-editable.
Quick Reference
| Item | Timeline Level Only | Resource Level Only | Both Levels |
| Ratecard Threshold | Adjusted Rate | Discount % | Discount % |
| Resource Level Discount | (List Price - Adjusted Rate) × Total Hours | (List Price × Discount %) × Total Hours | (List Price × Discount %) × Total Hours |
| Timeline Level Discount | Discount Amt OR (Discount % × Total Fees) | Not applicable | Discount Amt OR (Discount % × Total Fees) |
| Total Discount | Timeline Level Discount | Resource Level Discount | Resource Level Discount + Timeline Level Discount |
Tip: When troubleshooting discount calculations, first confirm the selected Discount Model. The model determines where the Ratecard Threshold is applied and which discount calculation contributes to the Total Discount.
Knowledge Article Number: KA-00229