> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prophic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration Templates: Rate Cards for Projects

> Bundle service roles with rates, hours per day, and buffer percentages in Prophic. Attach a Configuration Template to a project to drive every estimate.

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.

## 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.

## Create a Configuration Template

<Steps>
  <Step>
    Open **Configurations**, then **Configuration Templates**.
  </Step>

  <Step>
    Click **New Template**.
  </Step>

  <Step>
    Add service roles from **Configurations**, then **Service Roles**.
  </Step>

  <Step>
    Set the hourly rate for each role.
  </Step>

  <Step>
    Set **hours per day** and **buffer percentage**.
  </Step>

  <Step>
    Save the template.
  </Step>
</Steps>

## 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.

<Note>
  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.
</Note>

## 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.

<CardGroup cols={2}>
  <Card title="Service Roles" icon="users" href="/setup/service-roles-and-rates">
    Create and manage the team personas used in templates.
  </Card>

  <Card title="Creating a Project" icon="folder" href="/guides/creating-a-project">
    Attach a Configuration Template when you start a new project.
  </Card>
</CardGroup>


## Related topics

- [Prophic FAQ: Credits, Accuracy, Teams, and Proposals](/resources/faq.md)
- [Create a Project and Run the Scope Pipeline](/guides/creating-a-project.md)
- [Projects vs Quick Quotes: Choose the Right Workflow](/concepts/projects-vs-quick-quotes.md)
- [Quickstart: From Client Brief to Proposal in Minutes](/quickstart.md)