Glossary

IN THIS SECTION

Browse through a list of terms, acronyms and metrics commonly used on Estii

Terms used in Estii

Term	Definition
Access request	A request from an external user for guest access to a space
Active rate card	The selected rate card on a deal or phase. Can be changed to alter the overall price and margin
Admin (or Administrator)	A member of your space with all administration permissions and privileges except billiing. See also Member.
Assumption	An assumption is a line item without any estimates.
Automation	Automations respond to events of a specific type and evaluating a set of conditions are true before performing one or more actions.
Automation Action	Automation Actions perform work in a platform, like updating a deal in Estii or posting a message to Slack. Each action can be configured with both hard-coded and dynamic values taken from the triggering event.
Automation Event	Automation events are triggered by a change in state in a platform, like when a deal is updated in Estii or an opportunity is updated in Salesforce.
Capacity	Capacity is the working hours each role can contribute to projects each day, week and year. It is managed at the space level
Client mode	A display mode for a Deal that hides navigation, margin, target prices and other sensitive data
Contingency	Contingency is the percentage added to raw estimates to cover the cost of 'known unknown' risk that would likely result in additional costs. See also Item risk.
Cost period	The time period associated with the cost value (hour, day, week, sprint, month or year)
Deal	A Deal is a unique revenue opportunity or project within your pipeline with a total price, margin and duration
Deal status	The current state of a deal within it's lifecycle
Deal viewer	The Deal viewer is a standalone portal for presenting proposals to external users
Dedicated role	A dedicated role within a stream that should be scheduled independently of other estimates that use this resource
Default currency	The default currency for a space that is used to store raw values within every deal.
Default rate card	The rate card containing the default rates (cost, price, margin) for all the roles in your space. See also Rate card.
Display currency	The currency used to display deal or rate card values to buyers
Category	A configurable container within a phase that controls which resource types and pricing models are available for estimates. Categories are defined by phase templates.
Estimate	An Estimate is a calculation of effort or cost attributed to a specific resource within a line item
Estimate breakdown	A detailed breakdown of the calculations used to price an estimate (or line item, or item)
Expense (legacy)	A one-off product-based estimate. In the Classic template, Expenses is one of four fixed categories. See also Category.
Feature (legacy)	Legacy term for Item. In the Classic template, Features is one of four fixed categories containing time-based estimates. See also Item, Category.
Item	An Item is a collection of line items and estimates related to a functional area or deliverable within a category. Items have priority and risk levels.
Item priority	The priority level of an item (none, low, normal, high, critical). Used to control scope based on priority.
Item risk	The level of risk on an item (none, low, normal, high). Used to calculate contingency on time-based estimates. Defaults to none.
Fixed price	A default resource with units of the space currency
Guest	A user with read-only access to your space
Guest limit	The number of allowed guests based on your current plan and seats
Guest-to-seat ratio	The ratio used to calculate the guest limit based on the number of paid seats
Integration	Configuration for a 3rd party platform integration (such as Salesforce)
Invite / Invitation	An email sent by an administrator to a new member, inviting them to join your Space.
Margin	Margin (or gross margin) is the percentage of profit based on the calculated price of a deal or rate card.
Member	A Member is a fellow teammate in your space. Administrators can invite members to join your space and manage their access rights.
Line item	A Line item is an individual requirement or task within an Item, containing a description and one or more estimates.
Overhead (legacy)	Legacy term for recurring role-based allocations. In the Classic template, Overheads is one of four fixed categories. See also Category.
Owner	A member of your space with full administration permissions and privileges including billing. See also Member.
Payment Milestone	A scheduled payment structure based on duration (progress or fixed date) and value (percent or amount of deal value)
Phase	A Phase is a subset of a deal containing price, scope and schedule for a set of estimates. Phases are created from templates and ordered sequentially within a deal.
Phase template	A structural blueprint that defines the categories and sections available within a phase. Phase templates are managed in Settings > Estimation > Templates.
Phase dependency	The starting dependency for a phase - either automatic (after previous phase), offset from the end of another phase, or from a fixed date
Pipeline	The central dashboard for all your deals and their current status and value.
Pipeline stage	A Pipeline stage is a major milestone in the lifecycle of a Deal
Plan	A paid or free subscription to access features. See the https://estii.com/pricing for more details
Price period	The time period associated with a time or unit-based resource
Pricing model	A pricing model for a product resource (either flat, per unit, tiered, volume or stair-stepped)
Pricing unit	The display label for a unit-based product (e.g. unit, instance, user, GB, event)
Priority	See Item priority.
Product	A Product is a unit-based resource that can be used in estimates where the category allows product resources.
Product list	A list of predefined unit-based products (or services) within a Space
Proposal	A externally facing version of a Deal that can be presented to, or shared with Guests
Rate Card	A Rate Card is a specific set of rates (cost, price, margin) for all the Roles in your Space.
Rate Period	The default time period for prices within a rate card (either per day or per hour). Defaults to days)
Resource	Resource is the collective term for any time-based or unit-based element with a predefined price or rate, that can be referenced within Deals or other resources, such as a Role, Stream or Product or Fixed price.
Resource limit	A resource limit is the maximum number of a single Role type that can be schedule in Phase
Risk profile	See Item risk.
Role	A Role is a time-based resource that can be used in estimates where the category allows role resources. See also Rate Card.
Role Category	A group of related Roles. Categories are used to further organise large numbers of Roles.
Schedule	The estimated timeline and resourcing demand required to delivery the in-scope functionality of a Phase
Scope	The subset of line items and estimates to include in the final price of a Phase.
Section	An optional named grouping within a category that displays its own subtotal. Sections help organise related items within complex scopes.
Service (legacy)	Legacy term for recurring product-based estimates. In the Classic template, Services is one of four fixed categories. See also Category.
Space	Your Space is the top level of your organisation, containing all your Deals, Roles, Streams, and other common settings
Stream	A Stream is a time-based resource containing one or more Roles that are estimated together
Timeline	The overall schedule of phases within a deal
Variable	Recurring units that scale over time based on a value range, or annual growth rate. Available on recurring product estimates.
Version	A version is a historical copy of a Deal. Created automatically on redraft, or manually by user.
Workflow	Settings relating to automations and 3rd party integrations such as Salesforce