🚀 May 8, 2020 - Platform Updates

Exciting new platform updates, check it out!

We have been hard at work over the past month, adding some exciting new features to the platform, as well as making the platform faster and more reliable. Check it out 👇, and thanks for being a part of the ScopeStack family!

🆕New Features and Functionality

  • 💸Payment Term Enhancements: We have done a lot of work here over the past month! You may now...

  1. Define different Payment Term options as Fixed Fee, T&M, and Other: You can control language in the document from this distinction.

  2. Generate a Milestone payment schedule aligned to Phases: You can select which phases you want to invoice at, and cumulatively bill work done to that point and between any two phases!

  3. Show a Balance Due: If your payment schedule doesn't bill the entire amount, a balance due will appear at the end.

  • 🚕Assign Expenses to a Project's Phase: Helpful for Phase-based Milestone Billing. If you are using a payment term that includes expenses in the price, you will now see those expenses in the Project pricing on the platform.

  • 🎩Only include a language field if you want to! We have added conditional logic around showing language fields. Don't have any Assumptions in the project? You can now hide the whole section.

  • 🔢Auto Project Versioning at Approval: When you submit a project for approval, it will automatically create a new version of the project. You can use this even if Project Approvals is not setup. You can even insert that version number into the document using =current_version.name

  • ⏱Fixed-Time Governance Items: You can now crease a fixed time governance item in the Settings menu to be added to every project! (Previously, you could only create "percentage of LOE" items, but sometimes a thing just takes the amount of time it's going to take.)

🕷Notable Bug Fixes

  • 🧮Price Adjustments and Payment Schedules: Schedules in Payment Terms now reflect price adjustments proportionally to level of effort! Here's to all the numbers adding up 🥂!

  • 🙅🏻‍♂️ Project Management: You can now delete approved projects (sometimes you just need to move on with your life, you know?)

  • 🦘Task Building: Some users were experience jumping subtasks that skipped around just for fun! We knocked them back into submission.

  • ✅Won/Lost Project Issues: You can now create Blueprints, Push to CRM, and Rescope projects even after you mark a project as won or lost. In case you want to capture that lost project forever.

  • 🧾Versioning: Restoring a version of a project restores any updated resource rates!

  • 🗃CSV Exporting: When you export all tasks from a task type or line of business, it does not include deleted tasks (you never have to see them again!)

🔮 Coming Soon!

  • A-linear Scaling: We are working to make it easier for you to build price breaks into projects based on quantities! Have feedback? Let us know!

  • ❓Custom Project Input: We are going to make scoping your first project easier and faster.

  • 🔒Control Document Generation via Approvals: Now that we have a better approval flow, if you want to lock down document generation to approved documents, you will be able to with this update!

  • 🛠More Integrations and Open API: We know you wan to see our data. We making some backend changes to make this possible!

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