Using a Scope Template – Scope

Scope templates is a feature that allows your users to create a new scope, utilising a pre-set template as the baseline. This means that users don't have to re-invent repeatable scopes again and again. They can now simply re-use a created template.

Using a scope template

Go to My Scopes
Select the 'Scope Templates' tab

3. Choose the scope template to be used by clicking '...'

4. Choose 'Use template'

The user will be presented with the usual scope creation page to begin adding their client, rate card and budget detail specific to their scope.

5. Complete the Scope Details page for the new scope

Once created, the scope will be pre-populated with deliverables, components and possibly Third Party Costs.

Users can edit this scope by adding more deliverables, additional components, deleting unwanted elements and editing the roles/hours as needed to deliver the custom SOW required for their project.