User Guide
A · Appendices

Appendix A — Glossary

TermDefinition
Allocated MarkupPer-item share of the project markup pool.
Allocated MarginPer-item share of risk / corp / profit pools.
Allocated OverheadPer-item share of the overhead pool.
Allocation ScenarioNamed what-if configuration of markup and allocations.
ApportionmentRedistributing a hidden cost across visible items.
Auditable EntityBase class tracking CreatedAt, CreatedBy, ModifiedAt, ModifiedBy.
BuildUpCostDirectTotal + ApportionedAmount — the allocation basis for an item.
Built-Up ResourceResource whose rate is derived from component resources.
CascadeAutomatic re-pricing when a rate or quantity changes.
Carbon AllocationDistribution of a carbon total across items or codes.
CalculatedSellRateDirectRate + (TotalAllocated / Qty).
CalculatedSellTotalDirectTotal + TotalAllocated.
Code SetHierarchical category tree for classifying items.
Code Set AllocationPercentage-split link from an item to a code-set node.
Copy AssistSmart paste handling structural mismatches.
Custom ColumnUser-defined column on a grid.
Data Quality1-5 rating on emission records.
DefineNamed variable in the formula engine (aka parametric).
Direct CostA cost tied to a deliverable — Qty × Rate.
DirectCostBreakdownSub-line inside a direct cost item.
DirectRateDirectTotal / Quantity.
DirectTotalQty × Rate or sum of breakdowns.
Emission FactorkgCO₂e per unit.
FolderContainer — for projects, resources, or code sets.
Formula ContextScope in which a formula evaluates (global, breakdown, etc).
Project ParametricA project-wide named variable.
Item TemplateReusable pattern of line items.
Line ReferenceL# pointer to another row.
Live DefineRead-only define that reflects a live aggregation.
LockSingle-writer lock on a project.
MarkupCost-plus uplift by resource type.
MarginProject-wide risk / corp / profit pools.
Master LibraryOrganisation-scope library of resources and templates.
MultiplicationFactorCalculatedSellRate / DirectRate.
Observable Auditable EntityAuditable entity with property change notifications.
OverheadIndirect cost of running the project.
ParametricSee Define.
PoolAggregate dollar amount available to distribute.
Pricing ModeStandard / DirectRateOnly / SellRateProportional / SellRateProjectPercentage / NotContributing / RateOnly.
Project PermissionPer-user role on a specific project.
ResourceReusable rate record.
Resource FolderTyped tree for organising resources.
Scope (carbon)GHG Protocol Scope 1 / 2 / 3.
Scope (define)Global / DirectCostBreakdown / OverheadBreakdown / ResourceBreakdown.
Scope (master)Global / Organisation.
Scoped ParametricDefine only visible inside a specific breakdown.
Sell RateClient-facing unit price after markup and margin.
Sell TotalClient-facing total for the line.
SnapshotHistorical record of emissions totals.
SpecificationStandard a template claims compliance with.
StatusDraft / Review / Approved / Complete.
SyncPulling latest master data into a linked resource or template.
Template Embedded ResourceResource snapshot bundled with a template.
Total With ChildrenRecursive sum of an item's DirectTotal and all descendants'.
Variable Reference#name pointer to a define.
WBSWork Breakdown Structure — free-text code field on items.