IN THIS ARTICLE

Roles are time-based resources for estimating effort. These roles are shared across all rate cards in your space.

CONTENTS

Roles are located in Space > Roles.

Roles overview

Each role has a unique name, as well as a cost, price and margin (per rate card).

An empty roles page

A populated roles page

Role cost

• Cost is the raw internal value
• Cost period is the time period used to calculate cost (e.g. per hour, day or year). If a period is not set, it defaults to the rate card period (which defaults to days)

<aside> 👌 Costs should reflect the loaded average costs directly attributed to that type of resource:

• Include salary and related benefits like tax, allowances, super, etc (typically 15-30% of salary depending on country and package).
• Exclude costs relating to general overheads (e.g. office costs), and any markup or margin (which is added automatically) </aside>

Role price and margin

• Price is the value used in estimates. By default, it is calculated automatically using the rate card’s margin, however you can input a fixed value to control the price and margin per role.
• Price period is locked to the rate card period. When the rate card period changes, fixed prices will automatically recalculate (e.g. 1K/day will update to $125/hour)