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!
