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A Configuration Template bundles a set of service roles with their rates, hours per day, and buffer percentage. When you create a project, you attach a Configuration Template; that template drives every effort and cost figure the pipeline produces for that project.

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What a Configuration Template controls

  • Service roles: the set of roles available in the project’s WBS.
  • Hourly rate per role: the cost used when the WBS calculates totals.
  • Hours per day: the conversion factor Prophic uses to turn estimated hours into man days.
  • Buffer percentage: the margin applied at estimate roll-up to account for uncertainty.

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Create a Configuration Template

1
Open Configurations, then Configuration Templates.
2
Click New Template.
3
Add service roles from Configurations, then Service Roles.
4
Set the hourly rate for each role.
5
Set hours per day and buffer percentage.
6
Save the template.

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Attach a template to a project

At project creation, Prophic asks you to select a Configuration Template. Choose the template that matches the team’s rate card and role mix for that engagement.
Changing a template after the project is created does not retroactively update generated stages. If you update rates or roles in the template, re-run the affected pipeline stages in the project to get updated numbers.

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Quick Quotes use a different configuration

Quick Quotes read from Quotation Configurations under Configurations, not from Configuration Templates. Quotation Configurations are dedicated to the autonomous quoting pipeline and have their own settings. For setup details, see the Quick Quotes guide.

Service Roles

Create and manage the team personas used in templates.

Creating a Project

Attach a Configuration Template when you start a new project.