Scope Support

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  • How do I upload a Ratecard?

    Rate Card upload is a scope feature that allows users to upload one or multiple Ratecards from an Excel file. In order to use this feature user needs to open Manage -> Ratecards page and ( 1 ) Cl...

  • Release Notes | July 2024

    New integration – Replicon connection via Workato We implemented an integration with Replicon for one of our clients using Workato, adding this connection to our repertoire of ready-to-use integrat...

  • Release Notes | June 2024

    New feature – Scope By Timeline We are excited to announce the release of the new way to work on your scopes. You can create a scope entirely in the TImeline view, or switch between the Timeline an...

  • Release Notes | May 2024

    Cost and Margin added to Fixed Fee Components   We have added cost to fixed fee components. This allows users to calculate margin across fixed fees, meaning financials are more accurate across the ...

  • Release Notes | April 2024

    Updates to Permissions   This month we released a new and improved UI for managing and assigning permissions on the product. This has improved both the permission profile and the members page. User...

  • Release Notes | March 2024

    Over the course of March, as well as releasing several bug fixes, we also deployed two major releases. ‘Angular Release’ In the beginning of March we deployed our ‘Angular Release’ which you can re...

  • Release Notes | February 2024

    Workday Integration   This Integration allows users to:   – Pull clients from their Workday tenant into the SCOPE Better system, allowing one source of truth for all client data   – Push a scope an...

  • Release May, 18th, 2022

    Bug fixes: 1. Fixed an issue when the component name was changed in 'Data' page if user renamed it within deliverable builder (SE-3316). 2. Fixed an issue when user couldn't re-traffic Single Scope...

  • What is Cost Plus?

    The Cost Plus feature allows users to apply a fixed percentage to the cost price of roles on a rate card. This percentage can be configured so it is client specific and can be different for differe...

  • Adding / Editing discount values by a percentage value

    The objective of this improvement work is to provide an ability for agency users to add / edit discounts by an allowed percentage value.   Figure 1: As can be seen from the UI above, an agency...