Set up Basics
Your first stop should be the Basics page. On the Company tab you define some of the typical values for your company, such as hourly billing rate of your different competencies and the hourly costs to your organization directly. These values are then the default for new projects, among other locations across Roughly Right.
Activities is your standard rate card. For client-facing activities have both checkboxes checked. You can also add internal activities.
The next tab of Basics is Calendar. Here you tell Roughly Right about your company’s days off/holidays. We recommend planning as far in advance as you can.
The Budget tab is the final tab of Basics. Set goal revenue and profit margin for the organization, or per group.