Professional Services Pricing

To view your pricing pages, navigate to the bottom of the menu on your left and select the pricing page you’d like to see. Here you can view your Professional Services (PS), Managed Services (MS), Third-Party, Product, Payment Credits, and Overall Pricing.

On this screen: The left-side navigation menu shows a Pricing section near the bottom. Beneath it are links for the individual pricing pages: Professional Services, Managed Services, Third-Party, Product, Payment Credits, and Overall Pricing. Clicking any of these navigates directly to that pricing view within the project.

Real-Time Pricing Updates

The pricing header updates automatically as you make changes to your project. Revenue, cost, and profit figures reflect your current project state without requiring a page refresh.

Here you can view the pricing of your professional services by Line of Business, Phase, or by Service.

You can also change the Payment Term for your Professional Services. To do this, click the Payment Terms button in the card header. To add a price adjustment, navigate to the Overall Pricing section and click the Add Adjustment link next to the relevant revenue line.

On this screen: A card titled “Professional Service Pricing” displays the current payment term in the subtitle. A “Payment Terms” button sits in the top-right corner of the card header. The body contains a tabbed interface with tabs labeled “By LOB,” “By Phase,” “By Service,” and (when multiple locations exist) “By Location.” The active tab shows collapsible sections — for example, “Professional Service Resource Summary” — each with a chevron to expand or collapse it. Within each expanded section, a striped data table shows columns for Resource, Extended Hours, Effective Rate, Revenue, Effective Cost, Total Cost, and Gross Profit. A total row at the bottom shows bold cost figures in red and profit figures in green. A “Price Adjustments (See Overall Pricing)” link appears as a row when an adjustment is present.

Pricing Summary by Location

On the Professional Services tab, a summary by location is available for multi-site projects. This gives you a quick breakdown of costs and revenue across each project location without switching views.

Managed Services Pricing

Here you can view the pricing of your managed services.

You can also edit the length of the contract, start date, billing frequency, and how to incorporate your Professional Services into your pricing.

If you would like to only include specific professional services in the pricing of your managed services you may click the —Or Select Individual Services— button. After clicking this, you can select how each of your Professional Services will be paid.

On this screen: A card titled “Managed Services Summary” shows the current payment terms — number of months, billing frequency, start date, and PS revenue inclusion — in the subtitle row. A “Payment Terms” button sits in the top-right corner. The card body contains a striped, bordered table with columns for Service, Quantity, Monthly Revenue, and Monthly Cost. Summary rows at the bottom show TOTAL MRR, TOTAL CONTRACT VALUE, PROFIT (in green), and MARGIN (in green). A “Price Adjustments (See Overall Pricing)” link appears as a row when an adjustment is present.

Third-Party Pricing

Here you can view the pricing of your vendor quotes and other third-party services.

You will be able to see the Partner / Vendor, Description, One Time Revenue, Recurring Revenue, Total Value, One Time Cost, Recurring Cost, Profit, and Margin of your Vendor Quotes.

On this screen: A card titled “Third Party Services Summary” contains a striped, hoverable data table. Each row represents a vendor quote and shows columns for Partner / Vendor, Description, One Time Revenue, Recurring Revenue, Total Value, One Time Cost, Recurring Cost, Profit, and Margin. A bold TOTAL row at the bottom aggregates all values, with cost figures in red and profit and margin figures in green.

Product Pricing

Here you can view the pricing of the products added to your project.

You will be able to see the Product, Quantity, MFR Price, Discount, Blended Cost, Markup, Blended Price, EXT Cost, and EXT Price of your Products.

On this screen: A card titled “Product Pricing” contains a striped, hoverable data table. Each row represents a product and shows columns for Product, Quantity, MFR Price, Discount, Blended Cost, Markup, Blended Price, EXT Cost, and EXT Price. Rows where no list price was entered show dashes for the MFR Price, Discount, and Markup columns. At the bottom, bold TOTAL, PROFIT, and MARGIN summary rows appear, with cost figures in red and profit and margin figures in green.

Payment Credits

Here you can add or view the pricing of your payment credits.

To add a payment credit to a project click the Add Credit button and fill out the required details of this payment credit.

On this screen: A card titled “Payment Credits” lists any credits applied to the project. Each row shows Source/Reason (as a clickable edit link with a pencil icon), Description, Amount, and Criteria. An “Add Credit” button appears in the card header when the project is in building status. A TOTAL row at the bottom sums the credit amounts. When no credits exist, the table shows an “Add payment credits to get started” placeholder row.

Overall Pricing

Here you can view an overall overview of your pricing for your project. You will be able to see the Source, Revenue, Adjustment, Net, TCV, Cost, Profit, and Margin of each of your pricing categories.

On this screen: A card titled “Overall Pricing” contains collapsible sections, each with a section header that includes a chevron toggle. Each collapsed section header shows the section title. An “Adjust Project Margin” button appears in the top-right corner of the card header.

To view more details, click the + icon on the right side of any of the categories.

On this screen: With a section expanded, a striped data table appears inside it showing columns for Source, Revenue, Adjustment, Net, TCV, Cost, Profit, and Margin. Each data row may itself be expandable — clicking it reveals a nested detail table with the same columns showing individual services or adjustments. Rows within an adjustment section show an “Add Adjustment” link next to the source label. When adjustment rows are selected via checkbox, a delete bar appears at the top of the card body showing the count of selected items and a trash icon.

Here you can view an outline of the services and vendor quotes in your project. You may also edit the margin of your individual services.

Making a Price/Cost Adjustment

You can directly make adjustments to the price or costs of your project in Overall Pricing. To get started, click the Adjust button to the right of the “One Time Revenue/Recurring Revenue” labels.

On this screen: Inside the Overall Pricing card, a row for “One Time Revenue” or “Recurring Revenue” shows an inline “Add Adjustment” link rendered in green next to the source label. Clicking it opens the adjustment modal.

After doing so, you will see a pop-up window to input the pricing/costing changes you want added to the project. After clicking the Apply Adjustment button, you will see these changes reflected in the Overall Pricing table.

On this screen: A modal dialog titled “Adjust One Time Cost / Revenue” (or “Adjust Recurring Cost / Revenue” for recurring adjustments) contains number fields for Price and Cost, both marked as required. For recurring adjustments, a Repeats dropdown offers Monthly, Quarterly, or Yearly. An optional Service Category dropdown lets you assign the adjustment to a specific service category from the project. Cancel and “Apply Adjustment” buttons appear at the bottom.

Margin Mode and Rate Overrides

Adjust Project Margin (the button in the Overall Pricing card header) recalculates hourly rates across all services to hit a target gross margin. A few behaviors to be aware of when using it alongside manual rate overrides:

If you manually override a resource’s rate on a project and then run Adjust Project Margin, the margin adjustment will recalculate all rates and override your manual change.
If you need to hold a specific resource at a fixed rate (for example, $0 for an internal resource), set the project margin first, then apply the individual rate override. The platform will not recalculate rates again unless you trigger another margin adjustment.
The margin mode is stored on the project. While it is active, adding or removing services can trigger a recalculation that resets manual rate overrides you applied earlier.

The safe sequencing is: adjust margin → then override individual rates. Reversing that order means the margin step will undo the overrides.

Permissions

Three permissions under Settings > Roles control access to pricing views and adjustments:

Pricing (projects.pricing): Required to view the pricing pages on a project.
Pricing Adjustment (projects.pricing_adjustment): Required to apply price adjustments to a project.
Costing Adjustment (projects.costing_adjustment): Required to apply cost adjustments to a project.