When creating a job or an opportunity in Metis, you'll make some important decisions, which affect how you're able to monitor the job/opportunity's progress through its duration.


You first need to decide on:

  • the Job/Opportunity Type


 And later once the job/opportunity has been created, how you plan to drive the budgets:

  • is this Job/Opportunity 'revenue-driven' or 'effort-driven'?


This article contains:

What's the difference between revenue-driven and effort-driven?


At this stage, you should have already decided what Type your Job/Opportunity is. If you've not yet created your job/opportunity, please read this article first on Type.


Now, you can decide how you'd like to drive your budgets. This can be done in two ways:

  • revenue-driven (from the top down)
  • effort-driven (from the bottom up)


Metis by default makes your job/opportunity revenue-driven. You can choose to make it effort-driven instead, by ticking the box in the Resource Plan as shown below:

 Change_button

  • A revenue-driven job/opportunity means that the Resource Plan doesn't affect the finances of the job/opportunity. 
  • An effort-driven job/opportunity means that the Resource Plan drives the financials of the job/opportunity.


Revenue-driven 

In either case, the Resource Plan determines who can charge time and expenses to the job/opportunity. If you're creating a revenue-driven job/opportunity you will still need to create a line in the Resource Plan for each person who needs access, but you don't need to specify the number of effort days they will commit.


Effort-driven
If however you've chosen to make your job/opportunity effort-driven then you will need to specify a total number of effort days, and make sure that you have up to date internal People costs and charge-out rates in the Resource Plan (see above image).


budget_decider


How does this choice affect what I see in Metis?


Click here to read the article on how this choice affects what you see on the Forecast tab of your job/opportunity.

Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.