Financial concerns may put clients off taking action when it comes to replacements, renewals, etc. Initiatives can communicate costs before actions are taken so clients know how much capital they will need.

Budget line items can be manually added for the infrastructure investment and any additional costs associated with the Initiative.

The following sections outline the different budgeting methods required to fully complete an initiative.


Manually added fees

To manually add one-time fee budget line items: (applicable to all initiative types)

  • Enter the relevant details of the line item and the estimated cost of the line item

  • Toggle between the Per asset fee or Flat fee

  • Repeat the process as necessary

To manually add recurring fee budget line items: (*applicable to all initiative types)

  • Enter the relevant details of the line item and the estimated cost of the line item

  • Toggle between the Per asset fee or Flat fee

  • The recurring fee is calculated based on the number of assets in the initiative

  • Repeat the process as necessary

When previewing a proposal, Budget line items are referred to as Investment.


Hardware replacement budget automation

For initiatives that deal with asset replacement through Insights, members do not have to manually calculate and enter the estimated budget amount for the initiative.

Budget automation rules (*applicable for asset replacement initiatives only)

ScalePad calculates an approximate replacement cost for the included assets to reduce the time required to provide cost estimates and propose action.

Hardware replacement value rules

The per asset fee is calculated from the Hardware replacement value specified under the Settings > Hardware tab. Note that if a client has specific hardware replacement settings, these values are used when auto-calculating the initiative budget.

  • A budget line item for X new workstations or X new servers is provided given the chosen action

  • A budget line item for "Professional services" is also added and auto-calculated

Asset cost calculation

  • Cost = asset cost (hardware replacement value) * # of assets

Professional services calculation

  • For a server replacement, the calculation of the Professional service cost is set at 50% of the cost of the new server(s)

    • For 3 servers to be replaced for $3,000 each, the professional services cost is calculated at $1,500 per asset. $13,500 total for the 3 assets.

  • For a workstation replacement, the default professional services cost is $250 per workstation.

    • For 12 workstations to be replaced for $1,500 each, the professional services cost is calculated at $250 per asset. $3,000 professional services total for the 12 assets. $21,000 total for the 12 assets.


Hardware protection budget items

For initiatives that deal with asset protection through Insights, members are not required to manually calculate and enter the estimated budget amount for the initiative.

Initiative protection budget rules

ScalePad calculates your procurement cost for the included assets to reduce the time required to provide cost estimates and propose action.

Real-time adjustments
Warranty term length and markup percentages can be directly adjusted on the initiative for selected assets.


Additional articles to read

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