Create Fixed Fee Components

Overview

A fixed fee component is a library item component that does not have to be based on roles and hours. A fixed fee component is a task or component that is based on a fixed price. That item may be editable for scope creators or not, depending on your needs per item. These components can also have roles and hours within them, for resourcing purposes, but, unlike standard component prices,  the roles and hours do not drive the price of the item. 

Note: this article walks you through how to create these manually, one by one in the SCOPE Better library. 

Pre-requisites

1. You must be signed in to your SCOPE Better Account.
2. You must have 'User Permissions' enabled on your account to edit and create library components.
3. Fixed Fee Components must be enabled in your System Application Settings.

Steps: Create a Fixed Fee Component

1. Login to your SCOPE Better account.
2. Navigate to the Library page on the top of your profile (As indicated in image A)

Image A: Navigating to your Library Page:

3. Once you are in the Library, click on “Create New”. (Indicated in image B)

Image B - In the Library page, Click “Create New”

 

4. Select Component. (As indicated in image C)

Image C - Selecting Component.

5. You will see that a pop up window to 'Create Component', with additional option fields to fill in. (As indicated in image D)

Image D - Component Creation window

6. Name your Component

7. Choose Item Type as 'Fixed Fee'

8. Add a description

9. Choose the Ratecard the Component is to be assigned to

10. Select the Discipline for the Component Item 

11. Select whether your Component will be a fixed price WITH or WITHOUT roles by toggling Fixed Fee has roles on or off 

12. Choose if you wish your scope creators to be able to edit the price of the Fixed Fee Component when scoping by toggling 'Fixed Fee is editable' on or off

13. Once all elements are completed, select 'Save'. 

14. When the component has been created, you will see a page listing the component in 4 complexity sizes (NOTE: you do not have to use/populate all 4 complexity size options. As default, users will see the 'L' size components in their component panel to drag/drop)

15. Click on the pencil of the sizes of the components you wish to set the price for end edit the prices as required. 

• If your component had roles, at this point you will see an orange arrow beside the Component name for each complexity. 
  • Drop down the arrow
  • Select 'Add Roles'
  • Choose the roles you wish to add to the component (in the same way you would create a standard component)
  • Click 'Add' when finished

16. When all prices and roles are added across all sizes, click 'Save' at the top of the page

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NOTE: 

To upload multiple Fixed Fee components, see here. 

For more information on Disciplines, click here.

 

Need Help?

If you're unsure what to enter in the Create component pop up fields, or why a field is required, contact your administrator or project manager for guidance.