Configuration tab
🟨 Introduction and overview of the "Configuration" area
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The "Configuration" tab is one of the most important areas in Leadtime - and only appears for individual projects. While ongoing projects tend to follow a continuous service process, individual projects are about the plannable and targeted implementation of a completed project - i.e. a project with a defined scope, a defined goal and an agreed budget.
And this is precisely what the configuration area is responsible for: It maps the entire project structure, enables pricing and creates the basis for quotation, implementation and invoicing.
What is the configuration used for?
The configuration is the central control element for project managers. This is where the project's guidelines are defined - from product selection to the smallest work package. This area therefore fulfills three central tasks:
- Bid preparation: the project is structured in terms of content and price.
- Project structuring: Tasks, components and work packages are planned.
- Billing basis: Everything that is later invoiced is based on the configuration.
⚠️ Important: Changes in the configuration area - e.g. new products, discounts, changed components - start a new project version so that the status on which a quotation or invoice is based remains traceable at all times.
The four sub-areas of the configuration
The tab is divided into four clear sub-areas, each of which forms its own tab in the interface:
1. overview - preparation of the project quotation
In the overview, you can see at a glance which products (with prices) are part of the project. Here you can:
- Add or remove products from the catalog,
- add manual individual items,
- apply discounts to individual services,
- view the overall costing of the project.
The overview works like a pair of price glasses on the project: you can see what costs what, what is billed on a recurring basis (e.g. subscriptions) and what is a one-off charge.
2. products
In the Products section, you can see in detail which products are active for the project, when they start and end, and how their prices are structured (e.g. fixed price or subscription). Each product usually comes from the central product catalog and can also be maintained there.
3. project tree
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The project tree is the heart of the content-related project structure. This is where you configure what specifically is to happen in this project - i.e. the actual tasks and components.
- You import components from the component library.
- You structure the tasks into epics and work packages.
- You store questionnaires to record customer requirements.
- The estimated effort is calculated automatically.
At the end, linked tickets are created that can be transferred to operational implementation.
4. implementation overview
The implementation overview shows in tabular and graphical form how far the project has progressed in terms of content:
- Which questions in the questionnaire have already been answered?
- Which work packages have already been started?
- How much time has been allocated to tasks - and how much was originally planned?
Here you can see at an early stage whether tasks are getting out of hand, whether budgets are being adhered to and how far individual parts of the project really are.
Versioning: the backbone of traceability
Every change in the configuration area creates a new version of the project configuration - whether by
- adding components,
- the adjustment of prices or discounts,
- or by changing work packages.
This version logic makes it possible to create reliable quotations and invoices - traceable at all times and with a clear status. Different quotation versions can also be handled separately from each other.
Conclusion
The "Configuration" tab is the strategic center of an individual project. This is where what is later sold, implemented and invoiced is created. In this area, project managers will find all the tools they need to set up their project in a structured, comprehensible and efficient manner right from the start.
All of these sub-areas are covered in detail in the following chapters.