Glossary
The glossary provides an organized repository of definitions of concepts, key performance indicators and roles that are used across Conduite applications and documentation. It is the place where you can dig deeper into how Conduite works. It is also a great training resource for your team. We advise you to read the glossary in order.
Key Concepts
Business Pipeline
A Business Pipeline, or pipeline, is a visual representation of the stages involved in a sales p...
Margin
Margin is a term used in both business and finance to refer to the difference between the price o...
Daily Rates
The Daily Rate is the cost of a staff member for one day of work. Each person in your company has...
Labor
In a budget, labor refers to the cost of all the employees needed to execute a contract. In Condu...
Expenses / Direct Costs
In a budget or contract, the expenses (or direct costs) refer to all the non labor costs that are...
Budgets
A budget refers to a financial plan that outlines the expected labor costs and expenses associate...
Capacity
Capacity refers to the amount of work your team can execute at any given time. It is measured in ...
Resourcing Request
Sending a Resourcing Request is a way of booking a set of human resources for future work. It is ...
Contract
In Conduite, a contract represents opportunities that has been won and signed. It is defined by: ...
Project
A project is a temporary organizational artifact that corresponds to the execution of the scope o...
Key Performance Indicators
These KPIs are used throughout Conduite applications. The ones tagged with a ⭐ are considered to ...
Pipeline - Expected Value ⭐
Expected Value The Expected Value (EV) of an opportunity is the value of the opportunity weighte...
Capacity - Utilization ⭐
The Utilization is the percentage of time worked (or allocated) over the availability. It tells y...
Capacity - Billability ⭐
The Billability is proportion of available time your team spends on billable work. It is a key me...
Expenses - Invoicing Rate
The Invoicing Rate (IR) corresponds to how much of the expenses a team has invoiced to date in re...
Labor - Execution Budget
The Execution Budget (EB) is the amount of money for Labor that the project team has to execute t...
Labor - Expected Execution Budget
The Expected Execution Budget (EB_E) is the amount of labor that the project team plans to spend ...
Labor - Execution Rate ⭐
The Execution Rate (%EX) is a financial indicator that tells you how much (%) budget you've spent...
Labor - Execution Efficiency ⭐
The Execution Efficiency (EE) is a KPI that tells you whether your team is on track to be in budg...
Labor - Expected Margin ($/%)
The Expected Margin (%EM) is the computed from the Expected Execution Budget (EB_E) and labor (LB...
Labor - Spent
The amount spent on labor to date. This data comes from your time tracking system where your team...
Labor - Remaining
This is the amount of labor that your team estimates it needs, at a certain date, to execute the ...
Key Roles
Sales Team
The Sales Team is a group of people in charge identifying potential clients (prospects) and to se...
Capacity Manager
The Capacity Manager (or Resourcing Manager) is the person who's job is to make sure that there i...
Delivery Manager
The Delivery Manager is a person in charge of overseeing execution (delivery) of projects. This i...
Project Manager
The Project Manager is the person accountable for the proper execution of the project. S/He has t...
Project Report Out (PRO)
The Project Report Out is a project update that Project Managers send on a regular basis. In Cond...