Library
One shared library of roles, resources, cost types, units, currencies and WBS templates that every project in the portfolio draws from.
Who it is for. Teams who keep rate cards and WBS skeletons in spreadsheets and re-key them into every new project. Also the solo consultant who wants their standard breakdown structure and role rates to survive from job to job.
What it is for
Estimating the same disciplines over and over means retyping the same role rates, cost codes, units and breakdown structures on every new project — and they drift apart the moment two people do it differently. Without a shared library the standard rate card lives in someone’s spreadsheet and the WBS gets rebuilt from memory.
A shared exchange-rate matrix supplies estimate pricing across the portfolio, deriving unentered pairs from available rates and marking them as approximate. Resources, cost types and WBS templates bring the same reusable project standards into one browser-based library.
What it does
Every line below is in the product today.
Six libraries, one screen
Roles, resources, cost types, units, currencies and WBS templates, each with full create, edit and delete and its own contextual ribbon tab.
A cross-currency rate matrix
An editable exchange-rate table behind an explicit Edit Rates step, saved as one transactional write. Pairs you have not entered are derived by inverse or a single pivot hop and marked as approximate.
A missing rate returns nothing, not 1:1
If no route exists between two currencies the conversion refuses rather than silently assuming parity.
Exactly one base currency, always
Exactly one star-marked base currency at a time, so every roll-up converts against a single, unambiguous rate — it cannot drift to two candidates by accident.
WBS templates with a real tree editor
Add child, reorder, auto-generated codes and per-node colour, applied when creating a project — and any live project’s WBS can be saved back as a template.
Units reach the open schedule live
Adding a unit of measure broadcasts a change the open Activities grid picks up, without a reload.
Import into a project as editable copies
Pull global resources or cost types into a project so it can adjust its own rates without changing the library.
It reads and writes with
Resources
The resource pool — people, materials, equipment and cost items — stocked from the global library and carrying the rate and capacity everything else calculates with.
Cost Types
A project’s own cost-code library, seeded from a shared global library so every project reports against the same chart of accounts.
Estimates
Build a priced, versioned estimate with a full rate build-up, then push it straight through to the project budget and cost assignments.
See it on your own schedule.
Send an XER before the call and we will import it and show you Library running against your data.