Before you start
The standard fee schedule allows you to standardize the prices (what you charge your customers) and costs (what it costs you to make them work) of your resources based on their qualifications,
Qualifications correspond to competency profiles that are structured around two dimensions:
- A job.
For example: "consultant", "auditor", "developer" etc ...
- A level of expertise and/or responsibility.
For example: "junior", "senior", "senior", "expert", "director" etc ...
First you must create suitable qualifications. To do this, go to the dedicated administration interface: click on the cogwheel at the top right > "Organization" section > "Qualifications".
First, create the different professions practiced in your company:
Then distinguish the different levels:
Finally, select the levels applicable to each profession:
Your qualifications are created!
By default, the name of the qualification corresponds to the concatenation of the name of the profession and the level, but you can also enter it freely (for example, you can rename the qualification "Developer - Director" to "Chief Technical Officer").
Assigning a qualification to each user
Now that the qualifications have been created, go to the collaborator module to update the user records with their qualification.
Creation of the standard price grid
Once the qualifications created and assigned to your users, direction Timmi Projects to create the first version of your standard price grid.
Go to the "Settings" tab, then click on "Standard rate grid".
An initial version of the price list is automatically created by us. It has the status "published" and therefore cannot be modified. Indeed, once published and referenced by a launched project, a version of the standard price list cannot be modified. You will have to create a new version.
When you create a new version of the standard price list, you have two options:
- Copy the rates from an existing version, and then you will only have to make the appropriate changes.
- Starting from a blank price list
Once the new version has been created, you have to link the different qualifications that can be applied to projects. Finally, all you have to do is enter the standard unit price as well as the standard unit cost.
The first row of the table allows you to define default rates, which will be automatically applied to any qualification not attached to the grid, or for which you have not entered any specific rate.
Once you have entered all the rates, you can publish the version of your standard rate card by setting the date from which these rates are applicable. With this date system, you can fully anticipate next year's version of the schedule.
Indicate the version applicable to a project
When you create a project, Timmi Projects automatically considers that the applicable version of the standard price grid is the one containing the project start date. You can, however, change it to a different one.