Professional profiles & standard costs

Professional Profiles & Standard Costs

Professional Profiles

ITM Platform calculates task and project costs based on professional profiles (categories) and their associated standard costs and rates.

To assign a user to a task or activity, they must first be linked to at least one position within the organization, which associates them with a professional profile.

1. Navigate to the ORGANIZATION menu and select Category and Rates.
2. Add a new category:

1. Provide the required Category Name:

Using professional profiles, ITM Platform calculates cost estimates and actual costs based on the assigned profile. It is recommended to define profiles that align with organizational standards or professional conventions, such as engineer, analyst, or marketing technician.

Standard Costs

ITM Platform distinguishes costs by type: global standard costs and costs by profile or category. These enable accurate cost tracking even when the working team or professional profile isn't defined.

1. Go to the ORGANIZATION menu, select the COSTING option, and navigate to Category and Rates.
2. Under Global Standard Cost, define the default cost type:

1. Use the Categories Standard Cost section to define costs for internal personnel:

The diagram below illustrates how costs are defined and utilized in ITM Platform: