Projects
Projects are the core workspace in ScopeStack where you scope, price, and deliver IT services. Each project combines services, products, locations, and governance into a single deliverable.
Key articles
Project ListNavigate, filter, tag, and manage your projects.LocationsAdd service locations and duplicate services across them.ProductsAdd hardware, software, and recurring products.Approval WorkflowSet up technical, sales, and business approval levels and how a project moves through them.Roles & PermissionsControl who can view and manage projects.
Related
Viewing Project PricingRead PS, MS, product, and overall pricing pages.Document GenerationGenerate client documents from your scoped project.
Working on a project
Content EditorStandard vs. custom service content, and the rich text editor used for descriptions, language, and terms.What Gets DuplicatedExactly which items carry across when you duplicate a project.Project GovernanceAccount for project management and other standing overhead effort.Travel & Expense ItemsUse the built-in items or define your own.Terms & ConditionsBuild a set of terms and control how they appear per project.
Project setup and data
Creating Attachment TypesSet up attachment types, then use them to insert images into documents or store files with a project.CRM Opportunity SyncingWhich CRMs are supported and what syncs across.Customer Success PlansLegacy feature built on V1 Mail Merge templates.
Creating and tracking projects
Guided Project CreationA structured, step-by-step flow for building a new project.Project VersionsAutomatic snapshots at creation, approval, and rescope, and how to revert to one.
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