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Help Center

Working in the Platform

Working in the Platform

Information about basic functions in the platform

Business Units for Projects

Projects and the Dashboard

Dashboard & Metrics

Dashboard Filtering

Project List

Managing Users

User Roles and Permissions

Adding, Removing, and Editing Users

Sales Executives

Teams

Project Management & Approvals

Duplicating a Project

Project Approval Workflow

Key Settings Configuration: Phases, Lines of Business, & Resources

Sequencing and Describing Work

Resources for Professional Services

Language Fields

Lines of Business and Types of Services

Currencies in ScopeStack

Rate Tables for Projects

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Basic Elements of Projects

Travel/Expense Items

Locations in Projects

Project Versions

Payment Terms for Professional Services

Project Governance for Professional Services

Variable Rates

Professional Service, Managed Service, or Product?

Saving Custom Services to Settings

Viewing the Pricing of your Project

Content in Settings and Projects

Project Attachments

Terms & Conditions

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General Information

Account Settings