FAQs of QuoteX

What is QuoteX and how does it function?

QuoteX is a comprehensive application specifically crafted for service and service (+ product) organizations. Its purpose is to empower these entities to efficiently configure, price, and generate quotes.

Is Salesforce required for QuoteX to operate?

Yes, QuoteX is a native Salesforce application. Nevertheless, it can be utilized for quoting various types of projects beyond the Salesforce environment.

Where can I find the option to create a quote?

Locate the 'Create Quote' button on the PSC Quote Request within the Quotes section. It's worth noting that you have the flexibility to create multiple quotes for a single PSC Quote request.

What steps should I follow to export data to different formats?

Exporting Timeline to Excel:

To export the timeline to Excel, perform the following steps:

• Click on the download Excel arrow icon situated on the right side of the timeline.

• The timeline data will be exported to an Excel file, which you can then save on your local machine or device.

Exporting SOW to DOC or PDF:

To export the SOW to DOC or PDF, adhere to these steps:

• Click on the DOC icon in the Generate SOW editor menu to save the document on your local machine or device.

• Click on the PDF icon in the Generate SOW editor menu to save the file in PDF format on your local machine or device.

Scope Size Effort

What is the Purpose of the Scope Library?

The Scope Library functions as a centralized repository for organizing all predefined project scope elements. Storing scoping templates in the Scope Library facilitates easy retrieval and reuse for subsequent projects.

How Can I Define Project Scope in QuoteX?

To articulate the project scope for a new quote in QuoteX, follow these steps:

• Create the new quote and access the Navigation Menu in the quote header.

• Click on 'Scope Size Effort' to initiate the definition of the project scope.

• Add scope templates from the library or create new scope items individually.

How Can I Add Scope from Libraries?

To incorporate scope from the library, perform the following steps:

• In the Scope Size Effort screen of your quote, click the ‘Add from Scope Library’ button.

• Choose the library containing the specific scope items.

• Choose the preferred scope library name from the dropdown to incorporate its scope items into the new scope.

• Click ‘Add,’ and the chosen items will be cloned from the template to your quote, allowing for modifications without affecting the original template.

How Can I Manually Add New Scope?

To manually introduce a scope item, enter the item's name in the last row of the 'Name' column in the Scope section and press 'Enter.' The new scope item will be added to the list, where you can furnish a description, specify complexity, and include Level of Effort (LOE) and other information as necessary.

Can I Use Multiple Scope Templates in Scoping a Quote?

Absolutely! You can integrate scope items from the library at any stage while configuring your scope. If you have already added items to your scope, simply utilize the 'Add From Scope Library' button to include more items from the library.

What are Some Notable Features of the Add/Edit Scope Section?

• Scope item statuses can be denoted by RAG (red, amber, green) colors for quick identification of their status (e.g., "Pending Review" in red).

• Complexity settings, with options like High, Medium, and Low, are available in Scope Detail, influencing effort hours based on defined percentage factors.

• The 'Active' checkbox in the Scope Detail allows quick exclusion of a scope item from the project without deletion, deducting associated hours from the Capacity total.

• Scope item types, comprising Component, Epic, and Story, offer enhanced classification options, with the design specifying that only Component type can be parented to either Epic or Story scope item.

Resourcing Plan/Spread Roles Template & Derived Effort

What is the Function of the Resourcing Plan Template in QuoteX?

QuoteX introduces a robust feature known as the Resourcing Plan Template, designed to calculate the necessary roles and efforts for a defined scope. Multiple templates, representing various delivery models, can be created to assess different Levels of Effort (LOEs).

How Can I Utilize the Resourcing Plan Template in QuoteX?

To apply a Resourcing Plan Template, follow these steps:

• Navigate to the 'Scope Size Effort' section from the quote header row.

• Click on the search box in the 'Resourcing Plan Template' field.

• Choose the desired template from the available options and click 'Apply.'

Can I Link Multiple Resourcing Plan Templates to a Quote?

While QuoteX permits the association of only one Resourcing Plan Template with a quote, users have the flexibility to create multiple templates, each representing distinct delivery methods. To generate a new template, access the Pre Sales Cloud SME app, click the ‘Resourcing Plan Templates’ tab, select ‘New,’ and construct the template to meet specific requirements.

How Do I Factor in Risks for the Quote?

Risk factors (expressed as percentages) can be added on the Scope Size Effort screen. The entered risk factor will automatically augment the Level of Effort (LOE) by the specified percentage for each scope item.

How Can I Add or Manage Existing Rate Cards?

Admins handle the addition of rate cards in the Pre Sales Cloud Admin app under the ‘PSC Rate Cards’ tab. Rate cards can be incorporated manually or imported seamlessly from a spreadsheet.

How Do I Designate a Role as Offshore or Nearshore?

Offshore and Nearshore distinctions are determined by the Region record. If a region is marked as offshore (indicated by a checkbox), the associated resource is considered offshore. It's important to note that each region can only be assigned one designation, either Offshore or Nearshore.

Timeline

What is the Purpose of the Timeline Library in QuoteX?

The Timeline Library functions as a repository for storing established project timelines in QuoteX. It is recommended to save newly created timelines as templates in the library for future use across various projects.

How Do I Add a Timeline in QuoteX?

To add a timeline in QuoteX, follow these steps:

• Click ‘+ Timeline’ in the navigation menu from the quote.

• Add a predefined timeline from your library or create a new timeline, which can be subsequently added to the library for future use.

How Can I Set the Timeline Period for a Project?

You can create timelines with frequencies such as Weekly, Monthly, Quarterly, and Yearly. When establishing a new timeline, indicate the start date and the number of periods, or specify both start and end dates, and the app will calculate the corresponding end date.

How Do I Manually Add Phases to My Timeline?

After creating a new timeline and specifying the number of periods, label each period by clicking on the first cell and selecting a phase from the drop-down menu. Repeat this process for each period, and QuoteX will automatically merge cells with the same phase. Alternatively, highlight multiple cells, right-click, and select a phase to apply to them all at once.

What Constitutes the Project Plan in the Timeline?

The 'Project Plan' tab in the timeline allows the addition of project milestones and plans. Click on a cell in the appropriate row to add a milestone or contextual details. This feature provides flexibility, enabling the inclusion of specific milestones such as Invoicing, Revenue, and Deliverables.

Where Can I Add Resources for a Timeline?

To add resources, click in the cell just below ‘Total Per Week’ and start typing. The app displays a list of roles matching your input, sourced from the rate card table. Reorder roles by drag-and-drop.

Can I Add a Resource to the Timeline Without Billing?

Yes, after adding a resource to the timeline, ensure the ‘Billable’ box is unchecked by scrolling to the right.

How Can I Adjust Hours per Role for Each Project Phase?

Click on the ‘%’ icon below your timeline to allocate effort for each role. Enter a percentage, and the app will calculate resource effort against the maximum allowed, as designated in the Timeline Autofill Hours Settings.

How Do I Add Expenses and Costs to My Project?

When creating a new timeline, enable the T&E and Other Costs flags to add expenses and costs. Use the ‘Other Costs’ tab and tap the space bar to bring up the list of available costs. Enter T&E costs and other costs in the appropriate cells.

How Can I Evaluate the Impact of Costs on the ASM?

Click the Settings icon in the Timeline, and turn on the ‘T&E Impact on ASM’ and ‘Cost Impact on ASM’ flags to see the corresponding impacts.