1. Purpose of this page
Create/edit sellable offering line items.
2. Main functionality
- Define name, lookup, phase, and base defaults.
- Set chargeout behavior (Fixed, Effort-Based, or
Percentage of Group).
- Prepare offerings for estimate/quote reuse.
3. Where to start
Start with lookup, base quantity, and chargeout setup.
4. What to do next
Validate margins in estimates that use this offering.
Practical tips
- An offering is a sellable line item: give it a name, assign it to a phase, and set its base quantity and
chargeout.
- Use Percentage of group when this line's total should be derived from other non-percentage lines in the
same proposal group.