Create your first Professional Services Project and Document

Easy as 1, 2, 3!

To complete this exercise, you will need to have at least 1 service created in your ScopeStack account and a Statement of Work template loaded in.

Creating the Project

First, select Projects from the main menu.

Next, click the + Projects button in the top-left of the page.

Give the project a name, and complete the basic information by filling in or selecting options.

Press Submit to start from Scratch for our example here. You will be taken to the Project Overview screen.

This screen contains basic information about your project. From here, you can move through your project and get started.

First, let's select General > Contacts and click Add Contact. Enter the contact's name and click Submit.

Next, let's select Customer Success > Customer Summary and add in some general information about the project. After you have completed these fields, click Submit.

Now, let's add some Professional Services! Select Services under Professional Services.

From here, you can do a few things:

  1. Add pre-built Services to your project that you've already defined in Settings.

  2. Create custom services just for this project. To do this, simply start filling out the fields present on the screen and click Save Services.

To move things along, we're going to add some pre-built tasks, so let's click Add Services/Blueprints.

On this screen, you can filter the available services by Name, Phase, Line of Business, or Blueprint and click the Search button to query the database. The available services that meet the criteria will be listed, and you can checkmark the services you want to include and click Include Selected to add them to your queue.

Once you've selected all the services you want to add, click Add Services to Project to add the tasks to the Professional Services list.

You can now see all the Professional Services in your project. You can add more services using the options above the task listing.

When you're ready, you can now generate your first document! Click the Generate button next to the dollar amount in the top right corner of the view and select the appropriate Document, and click Generate.

Your merged document will begin downloading or be displayed as a watermarked PDF shortly!

Open up your document and review it to see how the language and items you input into the project appeared in the template. 

If you want to modify the language, you can simply go back to the Project Settings or Platform Settings and make any changes you would like. 

Congratulations on creating your first project. Please keep working with the platform, and see the Help Center on articles about configuring different areas. You must be logged in to view most of the articles, but you can bookmark the link for easy access. We are excited to have you on board!

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