Classic template

IN THIS ARTICLE

The Classic phase template preserves the original four-category estimation model. This page explains how the classic categories map to the current system for users with existing deals or workflows built around the legacy structure.

Overview

Before dynamic categories, all phases used four fixed estimation types: Features, Overheads, Services, and Expenses. The Classic phase template recreates this exact structure so that migrated deals and established workflows continue to work without changes.

All existing deals were migrated automatically with identical totals and behavior.

Category mapping

The Classic template contains four categories that match the original estimation types:

Classic category	Resource types	Pricing model	Equivalent to
Features	Roles, Streams, Custom price	One-off	Time-based deliverables and effort
Overheads	Roles, Streams	Recurring	Persistent role allocations spanning the phase
Services	Products, Custom price	Recurring	Subscriptions, hosting, managed services
Expenses	Products, Custom price	One-off	Hardware, travel, one-off product costs

When to use Classic

Migrated deals — existing deals use the Classic template by default
Familiar workflow — teams who prefer the established four-category structure
Backward compatibility — when you need estimates to match the original model exactly

Moving to dynamic categories

You are not required to change existing deals. New deals can use any phase template, including Classic.

To explore dynamic categories with more flexibility, consider the Standard or Blank templates when creating new deals or phases.