What is a resource?

IN THIS ARTICLE

A resource is any reusable time, fixed-price, or quantity-based input that can be used in estimates.

Resources are defined at the space level and used across deals to keep costs, prices, and margins consistent.

Each deal stores its own copy of space resources. If the space resource changes later, the deal does not change silently. You can review and apply updates when you want the deal to use the latest version.

This article introduces fixed price resources, roles, rate cards, streams, and products.

Fixed price resources

A fixed price resource is a flat amount in your space currency.

Use fixed price resources for costs or prices that do not need an effort or quantity calculation.

Roles

A Role is a unique skillset or job type that can be used in estimates

Roles are the foundation of time-based estimates. A role usually represents a job type, skillset, or delivery responsibility, such as Solution Architect, Project Manager, or Engineer.

The roles screen

Rate cards

A Rate Card is a specific set of rates (cost, price, margin) for all the roles in your space.

The default rate card contains the baseline cost and price for all roles in the space, plus the default margin and work unit used to calculate prices.

Business and enterprise customers can create additional rate cards for different regions, cost centres, commercial models, or pricing strategies.

Every deal has an active rate card that determines the cost, price, and margin of roles and time-based estimates in that deal. Business and enterprise customers can change the active rate card within a deal or phase to recalculate price and profitability.

Settings for the default rate card

Streams

A stream is a group of roles that usually work together on common activities or deliverables.

Streams make it easier to assign time from multiple roles against a single estimate.

Streams are also used to review total time, cost, price, and capacity by team or deliverable across a deal.

The streams screen

Editing a stream

Products

A product is a unit-based resource for recurring services, one-off expenses, managed services, or pass-through costs.

Editing a product