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A resource is an asset with a predefined price, such as a role, team, product or service, that can be used in estimates. This section explains the different types of resources and how to use them effectively.
Introduction
An introduction to resources that are shared across deals and used to estimate time and effort.
Resource types
Roles are time-based resources that can be used to estimate effort. Roles are shared across all rate cards in your space.
Roles are time-based resources that can be used to estimate effort. Roles are shared across all rate cards in your space.
Rate Cards are a specific set of rates (cost, price, margin) for all your roles, targeted to a specific region or cost centre.
A Stream is a group of roles that typically collaborate on shared activities or deliverables, such as a team or target device.
A Product is unit-based resource that can be used to estimate recurring services or one-off expenses.
Fixed price is the default, system resource used to quickly estimate features, services and expenses in your default currency
Other guides
Easily import roles and rate cards from any spreadsheet or csv format
Convert between different time units such as work days and work hours with rate periods
Get the most out of streams with this guide to common use-cases and pro tips