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  2. Working with Managed Services

Creating pre-defined Managed Services

You can create pre-built Managed Services in ScopeStack that allow you to easily scope projects.

Creating a Service

You can create pre-defined managed services to be used in projects under Settings > Content > Managed Services.

Here, you can see the list of services already in your account and make changes. To create a new service, click + Add Managed Service at the bottom of the page.

Defining Structure

The first step is to define the structure and the effort of your service.

In this dialogue, you can do the following:

  1. Store your service in a Line of Business and Task Type

  2. Give your service a name

  3. Set the services overall billing frequency

  4. Creating individual sub-services and assigning them default quantities

To finish your setup, you can click Save Managed Service.

Once you've saved the initial setup of your service, you can add Service Price and Service Cost Variable Rates to the top-level portion of the service or any of the sub-services to define pricing based on quantity.

Defining Language

Once you've defined the effort and clicked Save Service, tabs for the Service Description, the Language Fields in your account, and to link Products will appear.

Service Description

If you click on the first tab to the right of the basic service information, you will be able to define its Service Description.

The top box gives you a place to define the language for the top-level portion of the service and the additional boxes are spots of the individual sub-services you defined on the service-overview tab.

The language here can be used in many different ways in your documents after you've added the service to a project and is accessible in the Merge Data view. We highly suggest working out the general structure of your document template before building lots of services as moving lots of data around after you've created services may be challenging. Learn more about using Merge Data here.

Once you're done defining language, click Save.

Language Fields

Additionally, you have spots to pre-define language to be pulled into projects for the language fields present in your account. The middle tabs correspond to the individual language fields and give you spots to pre-define language to be used in your document based on their inclusion in the project.

Associating Products

The Product tab gives you a place to identify ancillary Products that may be required in order to complete a task, such as licenses or physical devices. Once the Product is associated with the Service, the Product will be added automatically to a project whenever the Service is added to the Project.

If the service is later removed from the project, the Product will not be removed.

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