What is it?
The Structure & Assets Section within the Admin Console, is where you build your business structure with an associated average cost rate (not charge out rate) for resources - such as average man hour cost rates (per department, grade and discipline) and cost rates for Software and Equipment (per unit, hour, day, week or month).
Departments, Grades & Disciplines:
Software & Equipment:
*Note everything in admin Console is confidential and only admin users have access to this page. These rates will not be visible later in Proteus.
Why is it needed?
Every company has a different structure, some have a handful of grades and job titles, whilst some can have hundreds depending on their size and set up. Some companies may have thousands of pieces of equipment for sale or for rent and they need a comprehensive database to keep all of their pricing.
You have to add a Resource Rates for every position, software and equipment in the Structures and Assets page otherwise it will not be discoverable later in Proteus (contracts, proposals, projects, invoices etc)
By keeping all these rates in this section, it keeps the data private in the Admin Console, and is a single point entry meaning no mistakes when pricing. Try to add accurate rates and keep up to date as these control your margins within Projects.
How do you edit?
Click the ‘Add New’ button to enter a new Department.
Enter the code and Department name
*Note, you can click the ‘3 dots’ at the side to edit or delete any data. You will find this feature across all Headings.
Click ‘Add New’ to enter a new Grade.
Input the info and click ‘Save’.
*Note, you can have as many grades as you like within this setting, and you can code them according to your own company grading system.
Disciplines are used to determine different types of roles to be allocated to Department groups within a company’s organisational structure.
Click ‘Add New’ to enter a new Discipline.
Enter discipline and link to a department.
Add Average Cost Rates
Here you can assign an Average Rate to each role you have created. Note, you can enter a different average rate for each grade.
Enter average rate
There is no save option as it automatically saves in the system.
*Note If you don’t assign a rate in the Average Rates matrix the position you create will not be discoverable later in Proteus.
Here you can enter all the cost rates for your software.
Click the ‘Add New’ button in the corner
Enter name of software
Link to a Department.
Add an Hourly, Daily, Weekly and Monthly average rate for each software application.
Here you can enter all the cost rates for your Equipment.
Click the ‘Add New’ button
Enter equipment name
Link to a Department.
Add an Hourly, Daily, Weekly and Monthly average rate for each piece of equipment - You have the option to enter a Standby Rate and an Operation Rate so you can track the cost of non usage.