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After you create a service profile, you can add fee bands, phases, cost groups, functional groups, and companies to it.
Related Topics:
- Add a New Service Profile
You can create service profiles that can be used as the basis for generating a fee estimate for an opportunity or project. - Add a Fee Band to a Service Profile
After you create a service profile, you can use the Fee Bands grid to add the fee basis and define the associated fee bands. - Delete a Fee Band from a Service Profile
You can delete a fee band from a service profile. - Add a Phase to a Service Profile
You can add one or more phases to a service profile. Phases are the service profile components that provide the foundation for how the fee is broken down. These phases become the default phases that are available for selection when creating the fee estimate. - Delete a Phase from a Service Profile
You can delete a phase from a service profile. - Add a Cost Group to a Service Profile
Cost Groups represent a more detailed categorization of a functional group. You can add one or more cost groups to a service profile. - Delete a Cost Group from a Service Profile
You can delete a cost group from a service profile if it is not referenced in a fee estimate. - Add a Functional Group to a Service Profile
Functional groups allow you to create a detailed breakdown of the type of work that is required by your firm. You can associate multiple cost groups with a functional group on a fee estimate, and you can add one or more functional groups to a service profile. - Delete a Functional Group from a Service Profile
You can delete a functional group from a service profile if it is not referenced in a fee estimate. - Add a Company to a Service Profile
If you are using Vision Multicompany, you can add one or more companies to the service profile. This determines the individual companies for which the service profile is available (by default, all companies have access). - Delete a Company from a Service Profile
You can delete a company from a service profile if it is not referenced in a fee estimate.
Parent Topic: Fee Estimate Service Profiles Overview