FAQ: Resourcing Plan Templates & Risk%

Published on April 23, 2026 QuoteX

Learn how Resourcing Plan Templates, risk factors, rate cards, and regions help build a structured delivery model in QuoteX.

When preparing a professional services quote, defining the scope is only the first step. You also need to understand which roles are required, how much effort they will need, and how different delivery models may affect the overall Level of Effort (LOE).

QuoteX provides Resourcing Plan Templates to help standardize this process. A template can define the roles and effort required for a particular delivery model. Multiple templates can be created so that different delivery approaches can be evaluated.

In simple terms A Resourcing Plan Template acts as a reusable delivery model. It helps QuoteX determine the roles and effort required for a defined scope, while allowing you to evaluate different Levels of Effort.

1. What Is the Function of a Resourcing Plan Template?

A Resourcing Plan Template is used to calculate the necessary roles and effort for a defined scope.

Instead of manually determining the required resource mix every time you prepare a quote, you can create reusable templates that represent different delivery approaches.

For example, your organization may have different ways of delivering the same type of project. One model may use one combination of roles, while another model may use a different combination. Each model can be represented by its own Resourcing Plan Template.

Why use multiple templates? Different delivery models can result in different Levels of Effort. Creating separate templates allows users to represent those delivery approaches and assess the resulting LOE.

2. How Do I Use a Resourcing Plan Template in a Quote?

Once a Resourcing Plan Template has been created, you can apply it from the quote's Scope Size Effort section.

Follow these steps:

1. Open the required quote.
2. Go to the Scope Size Effort section from the quote header row.
3. Locate the Resourcing Plan Template field.
4. Click the search box in the Resourcing Plan Template field.
5. Select the required template from the available options.
6. Click Apply.

Navigation at a glance Quote → Scope Size Effort → Resourcing Plan Template → Select Template → Apply

3. Can I Link Multiple Resourcing Plan Templates to One Quote?

A quote can have only one Resourcing Plan Template associated with it.

However, QuoteX allows you to create multiple Resourcing Plan Templates in the system.

This is useful because each template can represent a different delivery method or staffing approach. You can therefore maintain multiple models in QuoteX and use the appropriate model for the quote.

4. How Do I Create a New Resourcing Plan Template?

Resourcing Plan Templates are created from the Pre Sales Cloud SME app.

To create a new template:

1. Open the Pre Sales Cloud SME app.
2. Go to the Resourcing Plan Templates tab.
3. Click New.
4. Configure the template according to the required delivery model.
5. Save the template.

5. What Is Risk% in QuoteX?

Risk% allows you to account for additional effort that may be required because of project uncertainty or delivery risk.

The risk factor is entered as a percentage on the Scope Size Effort screen.

When a risk percentage is entered, QuoteX automatically increases the Level of Effort (LOE) for each scope item by the specified percentage.

Example If a scope item has a defined LOE of 100 hours and a 10% risk factor is entered, the risk factor increases the LOE for that scope item by the specified percentage.

The important point is that the risk factor is applied to each scope item on the Scope Size Effort screen.

6. Why Would I Add a Risk Factor?

A project estimate is based on assumptions about the work that will be required. Some projects may contain additional uncertainty that is not fully represented by the base effort estimate.

Risk% provides a way to increase the estimated effort by a defined percentage rather than manually adjusting every scope item's LOE.

This makes it easier to apply a consistent risk assumption across the scope.

Risk calculation concept Base LOE + Risk % → Increased LOE

7. Where Do I Add or Manage Rate Cards?

Rate Cards are managed by administrators through the Pre Sales Cloud Admin app.

To access Rate Cards:

1. Open the Pre Sales Cloud Admin app.
2. Go to the PSC Rate Cards tab.
3. Add or manage the required rate cards.

Rate Cards can be added in two ways:

1. Manually — enter the rate card information directly.
2. Spreadsheet import — import rate card information from a spreadsheet.

Administrator note Rate Card administration is handled through the Pre Sales Cloud Admin app. If you are a sales or quoting user and cannot access the PSC Rate Cards tab, contact the administrator responsible for QuoteX configuration.

8. How Do These Features Work Together?

The different features described in this article support different parts of the quoting and estimating process.

End-to-End Example

Imagine you are preparing a professional services quote for a defined customer scope. Your organization has several delivery models configured in QuoteX.

1. Open the quote and navigate to Scope Size Effort.
2. Open the Resourcing Plan Template search field.
3. Select the template that represents the required delivery model.
4. Click Apply.
5. Review the resulting roles and effort for the defined scope.
6. If the project requires an additional risk allowance, enter the appropriate Risk% on the Scope Size Effort screen.
7. QuoteX increases the LOE for each scope item by the specified risk percentage.
8. Administrators maintain the organization's rate cards through the PSC Rate Cards tab in the Pre Sales Cloud Admin app.
9. Ensure that the relevant Region records are correctly designated as Offshore or Nearshore.

Quick Reference

Resourcing Plan Templates provide a structured and reusable way to model the roles and effort required for a defined scope. QuoteX allows multiple templates to represent different delivery methods, while each individual quote uses one selected template. Risk% can then increase the LOE for each scope item by a defined percentage. Administrators maintain Rate Cards separately, while Offshore and Nearshore classification is determined by the configuration of the associated Region record.

Knowledge Article Number: KA-00029