create_project_rate_card
Creates a project-specific rate card from the master rate card, analyzing required roles and validating a 5-sheet workbook for proposal costing.
Instructions
STAGE 1: Create a project-specific rate card from the master rate card.
This tool MUST be called BEFORE generate_proposal. It:
Reads the master/company rate card for the specified country
Analyzes the project requirements and required roles
Creates a new 5-sheet workbook (Rate Card, Effort Model, Milestones, Retainer, Assumptions)
Validates the workbook for internal consistency
Saves it locally and uploads to the Output Drive folder
Args: client_name: Client company name (e.g., "ABC Company") project_name: Project name (e.g., "Cloud Transformation") country: Project country (e.g., "Nepal", "United Kingdom") project_scope: Brief description of project scope and requirements timeline_months: Project duration in months budget: Budget indication (e.g., "NPR 25,00,000" or "GBP 150,000") required_roles: List of dicts with keys: role, discipline, seniority, estimated_days Example: [ {"role": "Backend Engineer", "discipline": "Backend Developer", "seniority": "Senior", "estimated_days": 60}, {"role": "Frontend Engineer", "discipline": "Frontend Developer", "seniority": "Mid Senior", "estimated_days": 45}, ]
Returns JSON with the local path, Drive link, and validation status. The generated rate card becomes the authoritative source for all proposal costing.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget | Yes | ||
| country | Yes | ||
| client_name | Yes | ||
| project_name | Yes | ||
| project_scope | Yes | ||
| required_roles | Yes | ||
| timeline_months | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |