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Estimation settings contain the global rules used to calculate and price resources and deals

CONTENTS

Estimation settings are managed in Settings > Estimation

Currency

Currency is used to price the rate card, and is the default currency used on products and deals. You can also override the display currency on an individual deal (along with the exchange rate)

Capacity

Capacity is the number of working hours in every work day, work week and work year.

Capacity determines the calculation of day rates, and the capacity of resources inside a deal's timeline/resource plan

Consider the following when calculating your capacity:

• Workable hours may be less than available hours (typically 80-90% in order to compensate for non-billable tasks and time like internal activities and communication)
• Work weeks should exclude any annual leave, sick leave and public holidays

Contingency