Types of Content You can Add to your Projects

Learn the differences between the main content of the platform.

In ScopeStack projects, you primarily work with 3 types of content that add revenue and cost to projects:

1. Professional Services: These are one-time services you provide to your clients to support the completion of a project. These may be priced by effort or quantity.

2. Managed Services: These are recurring services provided to a client over a range of times and billed at a set interval. These are priced by quantity.

3. Products: These are physical or digital items either delivered to a client or consumed in the completion of services such as the physical equipment installed as a result of your services or licensing costs for a specific tool used to complete a service. These are priced by quantity.

In addition to these primary types of content, there are a few additional types of content you can work with:

• Governance Items: These are items you can add to your project that account for things like Project Management, contingency, or documentation. They are added to a project automatically (or optionally via a Survey) and either have a fixed number of hours or have their hours calculated as a percentage of the total Professional Services effort on a project. They sum up into the Professional Services effort for pricing purposes, and they have a resource attached to them to determine rate and cost.
• Travel/Expense Items: These items account for the value of either time or expenses to travel to and from the customer's site. They can either have a fixed value assigned or a custom value filled in per project.

One final element to consider is third-party services. These are either added to a project through a connected ScopeStack account or, more commonly, as a Vendor Quote. Once you've created a quote for your project, you can add professional and managed services within that quote and then define an amount to mark up those services. Those services can then be presented to your client as your services in the resulting documentation while correctly attributing the pricing in the back end of the project.

Professional and Managed Services content may have subservices defined or added to them in Settings (or on a project for Custom content) that are the minimum unit of the content of pricing for that service.

These pieces of content can be pre-defined in Settings as standards and added to a project, or created custom on a per-project basis.