Service Offerings: How to Manage

In this article, let's go over how you can add and edit your offerings with the project shaper.

Adding an offering: 

Settings > Service Offering

1. Click on the green Add Offering button on the bottom left side of the page 
2. From there, you can select one of the offerings that you made via settings or create a custom offering. For more information on creating a templated service offering, check out the Service Offerings article.
3. Once you select an offering, you will be able to adjust the offering period and name on the pop-up screen.
4. Click Save
5. Repeat steps 2 – 4 until you have all of your offerings added, and then click Save to Project.

Note: Service offerings should be unique so not having duplicated service offering names is advised. 

You can assign a name to a service offering only after it has been applied to a Deal or Project. 

Editing an offering in the shaper:

Simply hovering over the offering in the left column gives you a few different options for editing your offering:

1. Move the offering up or down
2. Change the title of the offering
3. Duplicate the offering

4. Delete the offering

   Note: You can not delete an offering that has a timesheet connected to it

5. Add a role to the offering
6. Complete the Offering
7. Save the Offering

Remove/Delete

As long as there are no actual hours associated with a service offering, you can remove/delete the service offering by hoovering over the title bar and selecting the icon "Delete" 

If someone is assigned but not a role you have to assign the role when using Parallax Timesheets. 

If using any other timesheet system, you must disconnect the timesheet first and then you can remove the service offering from the project. 

Timesheets

Each service offering connects to it's own timesheet via the Integration link at the project level.  Since each service offering is independent of the other that means actions taken to connect to the timesheet and move from Pre-Sale to Sold status must be done on each offering. 

For more information on adding a role to an offering, check out the article, Adding, Editing and Removing Roles.