Working in the Platform

Information about basic functions in the platform

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28 articles in this collection
Written by Jon Scott, Alex Reynolds, and Skyler Anderson
Basic Elements of Projects

Professional Service, Managed Service, or Product?

Learn the differences between the main content of the platform.
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Written by Alex Reynolds
Updated over a week ago

Viewing the Pricing of your Project

Learn how to view your pricing elements in ScopeStack
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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.
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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!
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Written by Alex Reynolds
Updated over a week ago

Terms & Conditions

Dynamically generate Terms & Conditions for documents right from the platform.
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Written by Alex Reynolds
Updated over a week ago

Locations in Projects

Let ScopeStack help you scope projects with multiple locations.
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Written by Alex Reynolds
Updated over a week ago

Project Versions

Managing changes to Projects over time.
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Written by Alex Reynolds
Updated over a week ago

Payment Terms for Professional Services

Using Payment Terms to dictate Professional Services Pricing
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Written by Alex Reynolds
Updated over a week ago

Travel/Expense Items

Use ScopeStack to
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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.
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Written by Alex Reynolds
Updated over a week ago

Variable Rates

Use variable pricing to setup pricing structures that changes based on quantity.
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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.
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Written by Alex Reynolds
Updated over a week ago