Guided Project Creation

Guided Project Creation is currently switched off for every account. Create New Project opens the standard project form, described below.

The standard New Project form

On this screen: A single form with Project Name *, Payment Term *, and a client field marked required (labeled with your account’s term for client). The Sales Executive and Pre-Sales Engineer fields use your account’s labels and always appear. Depending on your account setup, it also shows Business Unit, Rate Table * (only when your account has more than one rate table), MSA Date, and a CRM opportunity field (if your account has a CRM integration). A service location field also appears. Any User Defined Fields configured for projects and locations appear on the form. A Tags field takes a comma-separated list. Buttons at the bottom are Save, Start Scoping from Blueprint, and a back button that returns to the Projects list.

An asterisk marks a required field. Depending on your account configuration, Sales Executive, Pre-Sales Engineer, Business Unit, the CRM opportunity, and the service location can be required as well.

The guided flow (not currently available)

The guided flow described below is not available at this time. It walked through building a project step by step, with a progress bar at the top of the page showing the current step and the steps ahead.

Steps in the guided flow

1. Project Details

Enter the core project information:

• Project name
• Client (select an existing client or create a new one)
• Service location and address
• Sales Executive and Presales Engineer assignments
• Rate Table and Business Unit selection
• CRM opportunity linking (if your account has a CRM integration)
• User Defined Field values (if configured on your account)

After submitting this step, ScopeStack creates the project. A dialog asks whether you want to continue through the remaining guided steps or jump directly to the full Project Editor. Continuing is recommended for users who are newer to the platform.

2. Project Summary

Enter high-level project context:

• Executive Summary and Solution Summary text
• Project contacts
• Notes

3. Services

Add services to your project. You can add from your standard service library, apply a Blueprint, create custom services, or add services from a completed survey. Configure resources and subservices for each service in this step.

4. Service Descriptions

Review and edit the language for each service. Service descriptions and language fields appear with their default content from Settings. You can modify the text for this specific project without changing the standard service definitions.

5. Pricing

Configure pricing details including payment terms, professional services and managed services pricing schedules, contract length, and billing frequency.

6. Review and Generate

Review the complete project across tabbed sections (Project, Summary, Services, Pricing) before generating your document. Click the generate button to create your project document, or close to return to the Projects list.

Returning to a Project

If you leave the guided flow before completing all steps, your progress is saved. You can return to the project from the Projects list and continue editing in the full Project Editor.