Configure Your Templates
What Are Templates?
Templates Define What You Track per Engagement
A template is a reusable configuration that defines the specific items you want to track. Without a template, an engagement has no data to collect. Templates answer the question: “What exactly do we measure for this type of service?”
Organisation-Level Reusability — Define Once, Apply Many
Templates are defined at the organisation level and can be assigned to multiple engagements. If all your managed services engagements track the same P&L structure, create one finance template and assign it to every managed services engagement.
Set Up a Finance Template
Adding P&L Line Items from the Catalog
Go to Configuration → Templates → Finance Templates. Create a new template and add line items from the finance catalog. The catalog contains standard P&L categories that your organisation has defined — or you can generate defaults to get started quickly.
Revenue, Costs, and Other Categories
Finance template items are organized by P&L category:
- Revenue — Monthly recurring revenue, project fees, ad-hoc charges
- Cost of Goods Sold (COGS) — Direct labour, subcontractor costs, materials
- Operating Expenses — Overhead, tooling, travel
Each item has planned and actual values per month. Some items (like labour costs) can be populated automatically from capacity data.
Set Up a Performance Template
Adding KPIs from the Catalog
Create a performance template and add KPIs from the performance catalog — metrics like First Call Resolution, Response Time, Customer Satisfaction, or Uptime. Each KPI comes from the catalog with a standard definition.
Targets and Measurement Direction
For each KPI, configure:
- Target value — What “good” looks like
- Amber threshold — The warning zone
- Red threshold — The failure zone
- Direction — Higher-is-better (e.g., satisfaction score), Lower-is-better (e.g., response time), or Target-is-best (e.g., utilisation %)
Set Up a Capacity Template
Adding Roles from the Catalog
Create a capacity template and add roles from the roles & rates catalog — positions like “Senior Consultant,” “Service Desk Analyst,” or “Project Manager.” Each role has an associated hourly rate used for automatic cost calculations.
Planned Hours per Role
Set the planned hours per month for each role. This becomes your capacity baseline. When actuals are entered, DigitalCore calculates FTE equivalents and utilisation rates automatically.
Assign Templates to Engagements
How Template Assignment Works
Go to your engagement and assign the finance, performance, and capacity templates you’ve created. You can assign different templates to different engagements — a managed services engagement might use a different KPI set than a consulting engagement.
What Happens When You Assign a Template
When you assign a template, DigitalCore creates engagement-level configuration for each item. You can then set monthly targets (plans), and the check-in grid becomes available for entering actual values. Default settings from the template are inherited but can be overridden per engagement.