Guided Project Creation
The guided project creation flow walks you through building a new project in a structured, step-by-step process. A progress bar at the top of the page shows your current step and the steps ahead.
Enabling or Disabling
Guided Project Creation is an account-level setting. Administrators can toggle it under Settings > Advanced > Account-wide Preferences > Guided Project Creation. When enabled, creating a new project launches the guided wizard. When disabled, creating a project opens the standard single-page form.
New accounts have this setting enabled by default.
Steps in the Guided Flow
1. Project Details
Enter the core project information:
- Project name
- Client (select an existing client or create a new one)
- Service location and address
- Sales Executive and Presales Engineer assignments
- Rate Table and Business Unit selection
- CRM opportunity linking (if your account has a CRM integration)
- User Defined Field values (if configured on your account)
After submitting this step, ScopeStack creates the project. A dialog asks whether you want to continue through the remaining guided steps or jump directly to the full Project Editor. Continuing is recommended for users who are newer to the platform.
2. Project Summary
Enter high-level project context:
- Executive Summary and Solution Summary text
- Project contacts
- Notes
3. Services
Add services to your project. You can add from your standard service library, apply a Blueprint, create custom services, or add services from a completed survey. Configure resources and subservices for each service in this step.
4. Service Descriptions
Review and edit the language for each service. Service descriptions and language fields appear with their default content from Settings. You can modify the text for this specific project without changing the standard service definitions.
5. Pricing
Configure pricing details including payment terms, professional services and managed services pricing schedules, contract length, and billing frequency.
6. Review and Generate
Review the complete project across tabbed sections (Project, Summary, Services, Pricing) before generating your document. Click the generate button to create your project document, or close to return to the Projects list.
Returning to a Project
If you leave the guided flow before completing all steps, your progress is saved. You can return to the project from the Projects list and continue editing in the full Project Editor.