Cost Price
- Cost Price is the cost incurred by your organization.
- For your Organization Unit, you can define Cost Price per Resource.
- It determines what resource cost is going into a project which will ultimately be used for determining profitability of a project.
Scenario:
- Organization Unit: Tech Quantum – AU
- Resource Role and Cost (example)
Resource Role |
AU Resource Cost (Per Hour) |
Technical Consultant |
$90/Hour |
Functional Consultant |
$100/Hour |
Business Analyst |
$125/Hour |
Process:
- On your Project Service Automation App, click the change area and click Sales.
- Click Price Lists > New to create a new price list.
- Specify fields on General tab and make sure to select Context = Cost.
- Click Save.
- On the Role Prices tab, click New Role Price. You can specify Role, Resourcing Unit and Price.
- Under Category Prices tab, click New Transaction Category to add various expenses:
- The Cost Price is ready, now you can attach this Cost Price to the Organization Unit:
Sales Price
- Sales Price is what you charge to your customer.
- It determines what price you are going to charge for a project.
Scenario:
- Organization Unit: Tech Quantum – AU
- Resource Role and Price (example)
Resource Role |
AU Resource Cost (Per Hour) |
Technical Consultant |
$190/Hour |
Functional Consultant |
$200/Hour |
Business Analyst |
$250/Hour |
Process:
- On your Project Service Automation App, click the change area and click Sales.
- Click Price Lists > New to create a new price list.
- Specify fields on General tab and make sure to select Context = Sales.
- Click Save.
- On the Role Prices tab, click New Role Price. You can specify Role, Resourcing Unit and Price.
- Under Category Prices tab, click New Transaction Category to add various expenses that you sell:
- Under Price List Items tab, add the products that you are selling:
- The Sales Price is ready. You can attach this sales price to a Customer account, under Project Price Lists tab: