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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.

Introduction

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What is a Resource?

An introduction to resources that are shared across deals and used to estimate time and effort.


Resource types

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Roles

Roles are the list of skills/people that can be used in time-based estimates.


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Rate cards

Rate Cards are a specific set of rates (cost, price, margin) for all your roles, targeted to a specific region or cost centre.


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Streams

A Stream is a group of roles that typically work together on common activities or deliverables - such as a team or target device


Resource guides

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Roles

Rate cards