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Working in the Platform
Working in the Platform
Information about basic functions in the platform
28 articles in this collection
Written by
Jon Scott,
Alex Reynolds,
and
Skyler Anderson
General Information
Account Settings
Make high-level changes to your account
Written by
Alex Reynolds
Updated over a week ago
Projects and the Dashboard
Project List
Easily see and filter your list of Projects
Written by
Alex Reynolds
Updated over a week ago
Dashboard Filtering
You can filter the Dashboard statistics, giving you more clarity about your business.
Written by
Alex Reynolds
Updated over a week ago
Dashboard & Metrics
Written by
Alex Reynolds
Updated over a week ago
Managing Users
Adding, Removing, and Editing Users
Step by Step on adding new users to your account
Written by
Alex Reynolds
Updated over a week ago
User Roles and Permissions
The following article explains the roles available on the ScopeStack platform
Written by
Jon Scott
Updated over a week ago
Sales Executives
ScopeStack helps you manage Sales Executive information for use in your Project.
Written by
Alex Reynolds
Updated over a week ago
Teams
Learn how to use teams to more easily manage your projects
Written by
Alex Reynolds
Updated over a week ago
Key Settings Configuration: Phases, Lines of Business, & Resources
Sequencing and Describing Work
How Phases, Managed Services, and SOW/MSA Language allow you to define what you're doing for your clients.
Written by
Alex Reynolds
Updated over a week ago
Lines of Business and Types of Services
Organizing your services inside ScopeStack!
Written by
Alex Reynolds
Updated over a week ago
Language Fields
Describing attributes of your work.
Written by
Alex Reynolds
Updated over a week ago
Resources for Professional Services
Converting effort to price and cost for Professional Services Projects
Written by
Alex Reynolds
Updated over a week ago
Rate Tables for Projects
Define multiple sets of rates for the resources in your account
Written by
Alex Reynolds
Updated over a week ago
Currencies in ScopeStack
ScopeStack allows you to account for multiple currencies in your account
Written by
Alex Reynolds
Updated over a week ago
Basic Elements of Projects
Professional Service, Managed Service, or Product?
Learn the differences between the main content of the platform.
Written by
Alex Reynolds
Updated over a week ago
Viewing the Pricing of your Project
Learn how to view your pricing elements in ScopeStack
Written by
Skyler Anderson
Updated over a week ago
Content in Settings and Projects
How to think about adding services and products between Settings and Projects.
Written by
Alex Reynolds
Updated over a week ago
Saving Custom Services to Settings
Making a custom service ready to use in other projects is easy!
Written by
Alex Reynolds
Updated over a week ago
Terms & Conditions
Dynamically generate Terms & Conditions for documents right from the platform.
Written by
Alex Reynolds
Updated over a week ago
Locations in Projects
Let ScopeStack help you scope projects with multiple locations.
Written by
Alex Reynolds
Updated over a week ago
Project Versions
Managing changes to Projects over time.
Written by
Alex Reynolds
Updated over a week ago
Payment Terms for Professional Services
Using Payment Terms to dictate Professional Services Pricing
Written by
Alex Reynolds
Updated over a week ago
Travel/Expense Items
Use ScopeStack to
Written by
Skyler Anderson
Updated over a week ago
Project Governance for Professional Services
Giving you a way to account for Project Management, Risk, Documentation, and more.
Written by
Alex Reynolds
Updated over a week ago
Variable Rates
Use variable pricing to setup pricing structures that changes based on quantity.
Written by
Alex Reynolds
Updated over a week ago
Project Attachments
Use attachments to store documents with your project and insert images into your generated Documents.
Written by
Alex Reynolds
Updated over a week ago
Project Management & Approvals
Project Approval Workflow
Learn how project approvals work and how they can help your company put out better projects.
Written by
Alex Reynolds
Updated over a week ago
Duplicating a Project
Learn about Duplicating a Project in ScopeStack
Written by
Skyler Anderson
Updated over a week ago