Project Pricing Calculator

Calibrate_Gordon

We are a small consulting firm; we use SmartSheet's Project Tracking and Rollup solution for all our projects. We would like to add a project pricing calculator to our tool set. Before trying to create this myself, I'm hoping someone else has a solution you're be willing to share. We already tried to do this in an Excel template -- the formulas quickly got corrupted due to user error.

Our pricing model is mainly driven by FTE cost x time and includes the following data points:

• Three levels of consulting staff
• Standard bill and cost rates for each staff level
• Up to six project phases with multiple deliverables under each level
• Overall Project expenses

Specific requirements include

• Lock down formulas to prevent user error
• Form based entry of Project Phases, Staff names, Deliverables, Hours per Deliverable, Expenses
• Two levels of discount rates for each staff level
• List of staff names and rates that can be managed separately
• Ability to generate and save multiple pricing scenarios per project for comparison purposes

We are not quite ready for the additional complexity of Resource Management.

Suggestions welcomed!

Andrée Starå

Hi @Calibrate_Gordon

I hope you're well and safe!

Have you explored the Solution Center?

https://www.smartsheet.com/marketplace/template-gallery

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Calibrate_Gordon

Thanks Andrée, indeed I have looked there and found only a basic template that doesn't meet our needs.

Julie Fortney

@Calibrate_Gordon

This is a great use case for Smartsheet!

Is your Excel spreadsheet completely corrupted, or could you import it to Smartsheet as a starting point? If the person who developed the Excel doc is also familiar with Smartsheet, they should be able to replicate most if not all of the functionality (plus some!).

We are developing a similar solution for a customer, but unfortunately I can't templatize it since it's a custom build for them. If you are interested in discussing your project with our team, feel free to reach out to me via LinkedIn: www.linkedin.com/in/juliefortney-pmp-smartsheetpartner-lssblackbelt.

Calibrate_Gordon

Thanks Julie! We could simply import into SmartSheet, but I think the whole concept needs reworking. I'll reach out if we need your help.