Case Rollup Category
The items in Case Rollup category refer to the hosting size and the calculated usage is based on their peak value within the reported period.
To add a new pricing item to Case Rollup category:
- Navigate to Case Rollup
- Click New.
- Fill in the following fields:
- Type – select an item from the list.
- Unit – select a unit which will be applied to the pricing type in the report.
- Select whether the item to be considered as Billable in the report.
- Enter a Unit Price to set the single price for pricing unit.
- Enter a Discount % to set a discount for the item. (optional)
- Select a Charge level:
- Workspace Peak – shows the highest usage for each Workspace within the billing period. (this value could be taken from different dates, within the reported period, for each workspace)
- Matter Peak – shows the usage for each Workspace from the date when was the highest sum of the item usage for the Matter which this Workspace belongs to. The date represents the peak daily usage on a matter level for the reported period.
- Client Peak – shows the usage for each Workspace from the date when was the highest sum of the item usage for the Client which this Workspace belongs to. The date represents the peak daily usage on a client level for the reported period.
- Instance Peak – shows the usage for each Workspace from the date when was the highest sum of the item usage for the whole Relativity instance. The date represents the peak daily usage on an instance level for the report period.
- Current Value – shows the usage for each Workspace as it was on the last day of the reported period.