Working in the Platform

Account Settings

Make high-level changes to your account

Written by Alex Reynolds
Updated over a week ago

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

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

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

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 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