IN THIS SECTION
A Resource is a time or quantity based asset (such as a person, team, tool or service) with a predefined price, that can be used in estimates. This section explains the different types of resources and how to use them effectively.
An introduction to resources that are shared across deals and used to estimate time and effort.
Roles are the list of skills/people that can be used in time-based estimates.
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 work together on common 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.