AI-Generated Executive Summaries

Users with the appropriate permission can now generate an executive summary for any project with a single click. The AI agent reads the services you’ve already scoped and produces a polished, client-ready summary — no blank-page writing required.

How to use it: Open a project → click Generate Executive Summary

in the executive summary header (permission required).

Multi-Condition Approval Rules

Business approval levels can now combine multiple trigger conditions. For example: require manager approval when revenue exceeds $10,000 and the project includes one or more custom services.

Previously,only a single condition per approval level was supported.

How to configure: Settings → Business Approvals → Edit an approval level → Add conditions.

Vendor Resource Management

You can now add vendor resources directly to projects.

New controls include:

- Add Vendor Resource — assign a vendor resource to a project with its own hourly cost and price

- Cascade delete — when a resource is removed from a project, it’s automatically removed from all associated services (no manual cleanup)

- Permission controls — configure who can edit hourly cost and price for vendor resources

Cleaner Text Editor

The text editor has been replaced with an improved version that uses a

Redesigned Platform UI

The updated design system has been rolled out to the following areas this quarter:

- Approvals

- Notes

- Contacts

- Locations

- Work Breakdown

- Overall Pricing, PS Pricing, MS Pricing, Product Pricing, Payment Credits

- Settings → Users & Groups (all items)

- Settings → Clients and Accounts list

Getting Help

Have questions about any of these new features? Our Support Team is here to help!

📧 support@scopestack.io
📚 Visit our Help Center

Thank you for being part of the ScopeStack community!