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
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