---
title: "Overview"
description: "The overview shows all price-relevant project components and enables discounts, manual positions and offer versions."
---
The **Overview** in the rider **Project planning** shows all price-relevant components of an individual project. **It is used to fully prepare an offer, grant discounts, add manual items and view the overall calculation in a comprehensible manner.** This area is the basis for what later appears in the formal offer and invoice.

![Illustration](/images/help-center/projects/planning/overview-01.png)

### Use cases

The overview supports several important purposes:

- **Offer configuration**
    
    All elements that the customer should see are activated and priced here.
- **Pricing strategy**
    
    Discounts can be granted per category or as an overall price advantage.
- **Option offers**
    
    Multiple offer variants can be created through versioning.
- **Basis for negotiation**
    
    Adjustments to products, packages and expenses become immediately visible.

## Structure of the page

The page is structured in a table and is divided into several sections:

**Products**

Shows all products added to the project. Category, quantity, price types (fixed price/subscription) and individual prices are displayed for each product. Products usually come from the central product catalog. [Projects – Project planning tab](/projects/planning/project-planning)

**Components (project tree)**

Shows the complete content structure of the project. The estimated effort per work package is taken over here and later forms the basis for the working time billing. [Projects – Project planning tab](/projects/planning/project-planning)

**Manual positions**

Additional costs not included in the catalogue. External costs such as: B. Printing or fees. Name, category and price are stored for each position.

[Projects – Project planning tab](/projects/planning/project-planning)

**Sum blocks**

The overview shows separate totals for:

- one-off project costs,
- recurring fees (subscriptions),
- Hourly effort from the project tree.

This means you can always see what the total price is made up of.

## Give discounts

Discounts can be set in several places:

![Illustration](/images/help-center/projects/planning/overview-02.gif)

- on **Products** (fixed or recurring),
- on **Subscriptions**,
- on **Fixed prices**,
- on **Project hours** (total sum of the calculated expenses),
- on **manual positions**.

Two discount types are available:

- **Fixed amount** (e.g. −100 EUR)
- **Percentage** (e.g. −5%)

Each discount immediately shows the impact on the new total.

## Versioning through changes

![Illustration](/images/help-center/projects/planning/overview-03.gif)

Each adjustment automatically creates a new one **Project version**. Historical supply levels remain comprehensible and can be compared in parallel - e.g. for alternative offer options.

[Version management](/projects/planning/version-management)

## Add manual positions

![Illustration](/images/help-center/projects/planning/overview-04.png)

About the button **Create position** additional costs can be recorded:

- Name (e.g. “Printing Costs”)
- Category (e.g. external costs)
- Description (optional)
- Price (fixed amount)

These items also appear later in the offer and in the invoice and can be discounted.

[Bill manual items](/billing/invoice-review/invoice-manual-items)