ScopeStack

Alex Reynolds

Skyler Anderson

Jon Scott

Information about basic functions in the platform

Working in the Platform

Account Settings

General Information

Easily see and filter your list of Projects

Project List

You can filter the Dashboard statistics, giving you more clarity about your business.

Dashboard Filtering

Dashboard & Metrics

Projects and the Dashboard

Step by Step on adding new users to your account

Adding, Removing, and Editing Users

The following article explains the roles available on the ScopeStack platform

User Roles and Permissions

ScopeStack helps you manage Sales Executive information for use in your Project.

Sales Executives

Learn how to use teams to more easily manage your projects

Teams

Managing Users

How Phases, Managed Services, and SOW/MSA Language allow you to define what you're doing for your clients.

Sequencing and Describing Work

Organizing your services inside ScopeStack!

Lines of Business and Types of Services

Language Fields

Converting effort to price and cost for Professional Services Projects

Resources for Professional Services

Define multiple sets of rates for the resources in your account

Rate Tables for Projects

ScopeStack allows you to account for multiple currencies in your account

Currencies in ScopeStack

Key Settings Configuration: Phases, Lines of Business, & Resources

Learn the differences between the main content of the platform.

Professional Service, Managed Service, or Product?

Learn how to view your pricing elements in ScopeStack

Viewing the Pricing of your Project

How to think about adding services and products between Settings and Projects.

Content in Settings and Projects

Making a custom service ready to use in other projects is easy!

Saving Custom Services to Settings

Dynamically generate Terms & Conditions for documents right from the platform.

Terms & Conditions

Let ScopeStack help you scope projects with multiple locations.

Locations in Projects

Project Versions

Using Payment Terms to dictate Professional Services Pricing

Payment Terms for Professional Services

Travel/Expense Items

Giving you a way to account for Project Management, Risk, Documentation, and more.

Project Governance for Professional Services

Use variable pricing to setup pricing structures that changes based on quantity.

Variable Rates

Use attachments to store documents with your project and insert images into your generated Documents.

Project Attachments

Basic Elements of Projects