FAQ: Resourcing Plan Templates & Risk%

What is the Function of the Resourcing Plan Template in QuoteX?

QuoteX introduces a robust feature known as the Resourcing Plan Template, designed to calculate the necessary roles and efforts for a defined scope. Multiple templates, representing various delivery models, can be created to assess different Levels of Effort (LOEs).

How Can I Utilize the Resourcing Plan Template in QuoteX?

To apply a Resourcing Plan Template, follow these steps:

• Navigate to the 'Scope Size Effort' section from the quote header row.
• Click on the search box in the 'Resourcing Plan Template' field.
• Choose the desired template from the available options and click 'Apply.'

Can I Link Multiple Resourcing Plan Templates to a Quote?

While QuoteX permits the association of only one Resourcing Plan Template with a quote, users have the flexibility to create multiple templates, each representing distinct delivery methods.

To generate a new template, access the Pre Sales Cloud SME app, click the ‘Resourcing Plan Templates’ tab, select ‘New,’ and construct the template to meet specific requirements.

How Do I Factor in Risks for the Quote?

Risk factors (expressed as percentages) can be added on the Scope Size Effort screen. The entered risk factor will automatically augment the Level of Effort (LOE) by the specified percentage for each scope item.

How Can I Add or Manage Existing Rate Cards?

Admins handle the addition of rate cards in the Pre Sales Cloud Admin app under the ‘PSC Rate Cards’ tab. Rate cards can be incorporated manually or imported seamlessly from a spreadsheet.

How Do I Designate a Role as Offshore or Nearshore?

Offshore and Nearshore distinctions are determined by the Region record. If a region is marked as offshore (indicated by a checkbox), the associated resource is considered offshore. It's important to note that each region should only be assigned one designation, either Offshore or Nearshore.