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HelpScoping & Pricing

Scoping & Pricing

Build out your projects with professional services, managed services, and products, then review and adjust pricing.

Concepts

Understanding ServicesLearn how PS, MS, products, and subservices fit together.Phases & DescriptionsOrganize work into phases and write service content for documents.How Pricing WorksUnderstand the formulas behind hours, rates, revenue, and margin.

Adding Services

Adding Standard PSAdd predefined professional services from your catalog.Adding Custom PSCreate one-off professional services for a specific project.Adding Standard MSAdd recurring managed services from your catalog.

Pricing

Viewing Project PricingRead PS, MS, product, and overall pricing pages.ResourcesConfigure roles, bill rates, and resource costs.Variable RatesSet tiered pricing based on service quantity.Payment CreditsManage payment terms, schedules, and pricing models.
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