Scoping & Pricing

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

Concepts

• Understanding Services — the building blocks: PS, MS, products, subservices, and how they fit together
• Phases & Descriptions — organize work into phases and write service content for documents
• How Pricing Works — the formulas behind hours, rates, revenue, and margin

Adding Services

• Adding Standard PS — add pre-defined professional services from your catalog
• Adding Custom PS — create one-off services for a specific project
• Adding Standard MS — add recurring managed services

Pricing

• Viewing Project Pricing — PS, MS, product, and overall pricing pages
• Resources — roles, rates, and costs
• Variable Rates — tiered pricing based on quantity
• Payment Credits — payment terms, schedules, and pricing models