Managing line items

There are 3 line item types available for Deliverables;

1. Client service – Time-based resource roles (eg. Designer)
2. Asset – Fixed cost items based on pre-determined resource allocations (eg. Key visual)
3. Unit – A non-time based product or service (eg per-word)

Line items are organised in Stages based on the workflow/route that the deliverable will follow (eg. Initial design > Amends > Delivery). The stage breakdown is also included on Estimates

Adding line items

When a new deliverable is created from scratch, there will be a single stage.

• Click ‘New item’ to insert a new row into the stage
• Confirm the ‘Service line type’ then browser or search for a ‘Servce line’
  • The service lines available are defined by the projects rate card and currency configuration and define the Sell price
• Use the ‘Name’ field to provide a more detailed description
• Set an estimated ‘Qty’ (eg. number of hours)
• Click ‘Save’ and repeat for each service line required

Managing stages

• To edit the ‘Stage name’, ‘Stage description’ and associated ‘Version’ select ‘Actions’ and ‘Update stage’
• To add a new stage, select ‘New stage’ from the top menu bar
• When all the line items have been completed, the stage should be set to ‘Complete’ via the ‘Actions’ – ‘Complete stage’ option

Applying stage templates

Stage templates can be created and applied within a Deliverable

• Select ‘Actions’ and choose ‘Apply template’
• Browse the available templates, select the appropraite one and click ‘Apply’
• The template’ line item(s) will be added to the stage and can be adjusted accordingly

Considerations

• Time cannot be added to line items marked as ‘Complete’
• Line items cannot be deleted if there is time associated to them
• When a template is applied, only those line items available on the rate card will be added