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IN THIS ARTICLE

A Resource is the collective term for any time or quantity based asset (such as a role, team, product or service) with a predefined price, that can be used in estimates.

CONTENTS

Resources are defined at the space level, and shared across deals to align the price and margin of common estimates.

Deals store a versioned copy of the space resources, along with an update workflow to review and synchronise with the latest changes.

This document describes the four types of resources - fixed price, roles, rate cards and streams.

Fixed price

A fixed price resource is a numeric value in your space currency.

Fixed price is the default resource type available to all deals.

<aside> 👉 For more information on roles, see Fixed price

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Roles

A Role is a unique skillset or job type that can be used in estimates

Roles are the foundation of all time-based estimates in Estii, and are common across the space.

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