Setting Up Templates

Templates define what you track on each engagement. Build them once at the organisation level, then attach them to engagements.

The three template types

• Finance. Revenue and cost lines (P&L items).
• Performance. KPIs (response time, uptime, satisfaction).
• Capacity. Roles and target hours.

Step 1: Build a template

1. Go to Configure, then Templates.
2. Pick the type (Finance, Performance, Capacity).
3. Click New Template and give it a name.
4. Add items by picking from the library.

Step 2: Set defaults per item

For each item:

• Finance. P&L category, currency, plan default.
• Performance. KPI, target, threshold operator.
• Capacity. Role, target hours per period.

Step 3: Assign to an engagement

1. Open the engagement.
2. Go to Templates.
3. Pick one template per type.
4. Set start and end dates.

The plan grid for the engagement uses these templates.

Reusing templates

A template can be assigned to many engagements. Update the template once and engagements that use it pick up the change for future periods.

Tips

• Start with the default templates DigitalCore ships and adjust.
• Keep template names short and clear (“Managed Services - Standard”, not “MS Std v3 final”).
• Use the library to keep item names consistent across templates.

Related

• Rate Cards and Contract Pricing
• Monthly Check-in