Adding Professional Services

You can add pre-defined Professional Services in ScopeStack to quickly build out your project.

You can add reusable Professional Services to a project in the Services section of a project.

If your project doesn’t have services yet, you’ll see an empty state page. If services are already present, you’ll see them listed. Either way, click the Add a Service button at the top of the page to open the Add a Service dialog.

On this screen: You will see the Professional Services editor with the page title at the top left. Across the top right are action buttons: Show all Subservices, Add Phase (if you have the appropriate permission), and a teal Add a Service button. Services are organized beneath phase header rows. Each phase header shows the phase name and a chevron icon to expand or collapse the services in that phase. If no services have been added yet, each phase section is empty.

The Add a Service Dialog

The Add a Service dialog gives you a single place to bring in services from different sources. It shows three clickable links: Add Services from Survey, Add Services from Blueprint, and Add from Standard Services.

On this screen: A modal titled “Add a Service” appears over the services page. Inside the modal body are three clickable rows, each with a circle-plus icon on the left: Add Services from Survey, Add Services from Blueprint, and Add from Standard Services. There are no action buttons at the bottom of this dialog — clicking one of the three rows navigates you directly to that flow.

Searching for Standard Services

When you click Add from Standard Services, you can search for services by name or SKU, or filter by Phase, Line of Business, or Blueprint. Click Search to find matching services.

On this screen: You will see a full-page view titled “Add Services from Standards” with a Cancel button on the top left and a Continue to Add button on the top right (disabled until at least one service is selected). Below the header is a subheading: “1. Select desired Standard(s) to continue.” A labeled search field reads “Search Standards” with a text input that accepts service name, category, or phase. A filter icon to the right of the search field opens advanced filters for Line of Business, Service Category, Phase, Blueprint, Questionnaire, and date ranges. Below the search area is a paginated, selectable table with columns: Standard Name, Service Category, Preview (eye icon), Phase, and Total Hours. Each row has a checkbox on the left for selection.

Selecting and Confirming Services

After finding the services you want, click the checkbox on the left of each service to select it. Once your selections are made, click Continue to Add at the bottom of the dialog.

A confirmation list appears where you can review and adjust each service’s quantity, hours, and Resource before adding them to the project. When you’re satisfied, click Apply Standard(s) (the button shows the count, e.g. “Apply 3 Standard(s)”).

On this screen: The page now shows “2. Review & apply selected Standard(s).” The top right button changes to Apply Standard(s) (or Apply N Standards when multiple are selected). Services are grouped under phase header rows. Each service row shows a read-only Service Name field, a read-only Total Hours field, an editable numeric QTY field, and a Resource dropdown where you can assign or change the resource before the services are added. Subservices appear indented beneath their parent service rows.

Each selected standard is applied on its own, so one failure does not stop the others. If all services and their subservice changes are applied successfully, you are returned to the Services page. If a service cannot be added, you stay on this page and see an alert that reads “1 service could not be added. Correct the issues below and apply again.” The count and plural change when multiple services cannot be added. If only subservice changes fail, the alert reads “Some changes could not be saved.” Below it, the alert lists each failure with the service name and an error message. If a service was added but a subservice change failed, the alert notes that the service was added but that change was not saved. Services that were added drop out of the selection, so applying again does not add them twice. A Go to project (N added) button in the alert takes you to the Services page whenever at least one service was added.

Once you return to the Services page, you can continue editing quantity, hours, or Resource for each service, and drag the handle on the left of a service to reorder them.

Auto-Save

The service editor saves your changes automatically as you work. You don’t need to click a Save button after editing fields on the Services page — changes are captured as you make them.

Making Changes to a Standard Service in a Project

Users with the Professional Services permission set to Adjust Standards level (Settings > Roles) can change the Name, Phase, and Service Category of a standard service after it’s been added to a project.

On this screen: The Services tab shows a table with columns for SERVICE NAME, SERVICE CATEGORY, QTY, HOURS, and RESOURCE (and a LOCATION column when the project has more than one service location). Each field is an active input — text fields for name, dropdowns for category and resource, and number fields for quantity and hours. Standard services show a white background; custom services are highlighted in yellow to distinguish them. A drag handle (six dots) appears on the left of each row when the project is in building status, allowing reordering. A gear icon on the right side of each row opens a context menu with options such as Add Subservice, Refresh, Duplicate, and Save as Standard.

With that permission enabled, all fields become editable in the Services list. Custom Services are highlighted in yellow so you can distinguish them from Standard services at a glance.

When a change is made to a standard service, the updated fields are highlighted in red to indicate that a deviation from the standard has been recorded. The fields that highlight are:

• Unit Hours of a Service or Subservice
• Resource of a Service or Subservice
• Quantity of a Subservice

On this screen: A service row in the table shows its fields in their normal editable state. Fields that have been changed from the original standard values — such as Unit Hours, Resource, or Subservice Quantity — are highlighted with a red border to visually flag the deviation. Other fields on the same row remain their normal appearance. A Show Changes button appears near the row when deviations exist, which expands an inline view showing the original standard values alongside the current project values.

Click the Show Changes button to reveal the original standard values and compare them with the current project values.

Refreshing Services

If the standard service has been updated since you added it to the project, you can pull in the latest values using the Refresh option in that service’s gear menu.

Refresh copies the name, language fields, and service description from the standard onto the project service and its existing subservices that are linked to standard subservices. It copies only these three fields and does not add subservices that were added to the standard after the service was added to the project. If your account uses the Approved Services Management beta, Refresh copies from the approved version of the standard when one is available; otherwise, it copies from the current standard.

On this screen: A service row in the editor has its gear icon menu open. The dropdown context menu lists options including Add Subservice, Save as Standard (or Update Existing Standard if already linked to a standard), Refresh, and Duplicate. The Refresh option appears only for services that originated from a standard service. Clicking it opens a Refresh Service modal that reads “This will refresh the name, service description, and language fields to match the standard service.” with Cancel and Refresh buttons. A “Service contents refreshed” message confirms the result.

Permissions

The Professional Services (projects.tasks) permission under Settings > Roles controls access to standard services:

• View: See services on the project but cannot add or edit.
• Create: Add standard services from the catalog to a project.
• Adjust Standards: Edit the name, phase, and service category of a standard service after it has been added to a project.
• Manage: Full access — add, edit, remove, and adjust all standard services.