Service Offerings Page

Overview

A service offering is a template for the services sold by your company. These templates for the services sold are broken down by the project roles that perform the service and the hours/rates estimated to complete the service. When Parallax is integrated with your CRM, service offerings can be managed during the sales process directly in your CRM tool. This article describes Service Offerings, which are templates for project types for your organization.

What you will see on Service Offerings Page

Within the Settings > Service Offerings page, you'll see the following options/info:

1. Filters - Filter by either Active or Archived Service Offerings.
2. Filter by Service Offerings - Search here for a specific Offering!
3. Add Service Offering - While you can also create custom Service Offerings or save Service Offerings from an existing Project (see here for more info), click the Add Service Offerings button this page to create one in advance!
4. Header Sorts - You can sort by a specific column to find an Offering with a specific number of Days or Cost for example.
5. Offering Details - These are the actual details of each Offering - the Name, number of Days and Roles, the amount of allocated Hours, and the associated Revenue Fees, Cost, Margin Value and Margin associated with those allocations.  The date of most recent Update is also included here.
6. Duplicate/Archive - Clicking the "..." menu will allow you to Duplicate an existing Offering or Archive one that is no longer in use.

While the Service Offerings Page in Settings is where Offerings are housed, it is not the only place a Service Offering can be created - check out this article for more info!

What you will see on Service Offerings Edit Page

Once you've picked a specific Service Offering and clicked on it, you'll be sent to the Edit page.  You'll see the following there:

1. Scheduled Budget - This is the budget calculated using each Role's Rate and Total Allocations.
2. Calculated Duration - Here you'll see the duration of the project calculated using the Offering Duration you've Allocated (see below).
3. Indication of the Rate Card being used - This tells you if the Rate Card that is being applied to this Offering.
4. Save/Exit Buttons - You can Save changes here, or click the "X" to return to the Service Offerings Page.
5. Offering Name - Name selected for the Offering - click here to edit it.
6. Offering Duration - This is the duration of the Allocations you've made (see below).  An Offering Duration will not exceed the length of Allocations within that Offering.
7. Role Information - This info about each Role will show the Name of the Role, the Total Hours you've allocated within their Row, and the Total Budget for that Role based on their Rate.
8. Allocations - These are the hours you are allocating to each Role.  Click here to add or remove hours, or drag allocations to add them across multiple cells.
9.  Role Position Change - This option allows you to move a Role up or down the list of Roles within the Offering.
10.  Role Edit Options - Hovering over Role Information will also reveal the following options: Duplicate Project, edit Role Tags, Change Role and Delete Role.
11. Add Role Button - To add a new Role, you can click here.
12. View Options - At the bottom, you'll see the Start button, which you can use to jump to the beginning of the Offering you're editing, and the View and Data options.  The View will allow you to Switch between Month/Week/Day modes and the Data allows you to switch between Hours or Percent & Full-time Equivalent mode.

What you can do in Service Offerings

Add a new Service Offering

1. Click on Settings
2. Click on Service Offerings
3. Click on the Add Service Offering button
4. Enter Offering Name
5. Click the Shape Service button
6. Click Add Role
7. Select the role from the drop down menu 
8. Provided estimated hours per role or service timeframe
9. Repeat step 6-8 to add as many roles as needed
10. Click Save

Edit a role allocation

1. Click on Settings
2. Click on Service Offerings
3. Click on square the represents timeframe and role you would like to change
4. Click Save

Duplicate a service offering

1. Click on Settings
2. Click on Service Offerings
3. Click on the three vertical dots next to the Service Offering you would like to Duplicate
4. Click Duplicate
5. See the Service Offering with [Duplicate]
6. Edit the Duplicate as needed
7. Click Save