Exploring roles and role types to control pricing
In Project Operations, we now have the ability to perform task-level chargeability, as we saw in our contract lines setup section. This flexibility gives you the best ability to meet the needs of your clients, as well as account for those needs organizationally.
We will now discuss how to set up roles that, when combined with all the project contract lines, will provide the necessary pricing structure for your clients.
Non-chargeable roles
We will create a contract administration that needs to be added to the project. We can do so in the contract lines, as shown in the following screenshot:
However, there are also times where a particular role within a firm is always non-chargeable. An example of this may be a pre-sales role.
This scenario sometimes plays out where a firm may want to have a deep understanding of its sales...