04-11-2024 6:06 AM - edited 04-11-2024 6:16 AM
Hi Community,
Customer has implemented Professional Services in Public Cloud and looking for scope items and/or apps that will allow them to plan and estimate project resources, roles, job level, resources, candidate rates, client rates, total days/ effort, total sell, total margin, margin percentage, other project expenses etc. at the pre-sales stage, without having to set up a project, customer BP etc. first, and without the need for additional licenses.
Please could you advise on best approach. Currently using Excel to do this pre-sales planning and estimating.
Thank you,
Linne
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