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Help Center
Working in the Platform
Getting Started
Start Here
General Information
Working in the Platform
Projects and the Dashboard
Managing Users
Project Management & Approvals
Key Settings Configuration: Phases, Lines of Business, & Resources
Basic Elements of Projects
General Information
Working with Professional Services
Blueprints
Concepts in Effort and Task Building
Basics
Working with Managed Services
Working with Products
Third Party Services
Partner Requests
Working with Surveys
Creating Document Templates
Basics
Making Your Own Documents
Other Resources
ScopeStack Integration Guides
Configuration Guides
CRM
PSA
E-Sign
Reporting
Advanced Integrations
Platform Updates
2024
2023
2022
2021
2020
2019
Working in the Platform
Information about basic functions in the platform
Business Units for Projects
Projects and the Dashboard
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
Complex Pricing Tables in ScopeStack
Professional Service, Managed Service, or Product?
Saving Custom Services to Settings
Viewing the Pricing of your Project
Content in Settings and Projects
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