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The amount spent on labor to date. This data comes from your time tracking system where your team logs hours against projects.

This is the amount of labor that your team estimates it needs, at a certain date, to execute the remaining scope of the project. The ability to accurately estimate the remaining labor is a fundamental determinant of the accuracy of your entire project financia...

Expected Value The Expected Value (EV) of an opportunity is the value of the opportunity weighted by the probability of winning the opportunity. It is the key metric allowing you to measure the health of you Business Pipeline.  The EV of an opportunity is ex...

A Business Pipeline, or pipeline,  is a visual representation of the stages involved in a sales process. It is a structured approach to managing a business's sales process and helps organizations to track their progress in acquiring new customers and generatin...

The Sales Team is a group of people in charge identifying potential clients (prospects) and to sell them the services that your company offers.

The Capacity Manager (or Resourcing Manager) is the person who's job is to make sure that there is a consolidated view of who's working on what and when (present and future). As the main resource of your company is people's time, this is an essential function....

The Project Manager is the person accountable for the proper execution of the project. S/He has to ensure that the client is happy with the work that is being delivered, that the financials of the project are under control and that her/his own team is happy. I...

The Delivery Manager is a person in charge of overseeing execution (delivery) of projects. This is a senior role with strong Project Management skills and experience. S/He feeds off the regular project updates to trigger corrective actions in support to Projec...

Sending a Resourcing Request is a way of booking a set of human resources for future work. It is a compilation of allocations for a period of time: someone working on something for a certain number of days over a period of time. In Conduite, Resourcing Reques...

Capacity refers to the amount of work your team can execute at any given time. It is measured in days. Capacity is planned for each team member individually. Availability The total amount of days a team member can work in a given month. Someone working full ...

The Utilization is the percentage of time worked (or allocated) over the availability. It tells you how busy your team is overall, regardless of the time of work it is doing.  You want to bring Utilization as close to 100% possible. Interpretation High ...

The Billability is proportion of available time your team spends on billable work. It is a key metric influencing the overall profitability of your organization. Billable work is defined as an allocation with the Contract Type tag set to Client or Opportu...

A project is a temporary organizational artifact that corresponds to the execution of the scope of work defined in a contract by a group of people. Project are always associated to a contract and by extension to a Budget Builder. Projects are defined similarl...

The Project Report Out is a project update that Project Managers send on a regular basis. In Conduite, they are expected to send it twice a month on every 2nd and 4th Thursday. The PRO is sent from the Project Dashboard of a project and contains the main proj...

Navigation On Documentation Pages Each documentation page provides several navigation features to help you get around: Breadcrumb - Allows you to navigate through the documentation hierarchy. Page Navigation - Allows you to quickly jump from one section t...

The Conduite Addon displays different content depending on the Conduite application you open it from. The structure remains identical regardless of the Conduite application. The button that opens up the Addon, located in the Addon sidebar (right side) of yo...