Configure Your Templates
A template is a reusable list of items you track. Build one template per domain, then attach it to engagements.
Finance template
Go to Configure → Templates → Finance. Click New Template and add items from the finance library.
Finance items group into:
- Revenue: recurring fees, project fees, ad-hoc charges.
- Direct cost: labour, subcontractors, materials.
- Operating cost: overhead, tooling, travel.
Each item has a planned and actual value per month. Labour items fill in automatically from capacity hours.
Performance template
Go to Configure → Templates → Performance. Add KPIs from the performance library: First Call Resolution, Response Time, Customer Satisfaction, Uptime.
For each KPI, set:
| Field | What it does |
|---|---|
| Target | What good looks like. |
| Amber band | Warning range. |
| Red band | Below this is a miss. |
| Direction | Higher is better, lower is better, or target is best. |
Capacity template
Go to Configure → Templates → Capacity. Add roles from the roles library: Senior Consultant, Service Desk Analyst, Project Manager. Each role carries an hourly rate.
Set planned hours per role per month. During check-in, planned versus actual hours feeds utilisation, FTE, and labour cost.
Attach templates to an engagement
Open the engagement and pick the three templates. Each template item creates an engagement-level row with monthly targets.
Different engagements can use different templates. Defaults inherit from the template, and you can override per engagement.