How to Add a deliverable to your scope?

Overview

This guide explains how to add individual deliverables to your scope of work and how to edit the deliverable to fit the needs of your project.

Prerequisites

1. You must be signed in to your SCOPE Better Account.
2. You must have created or be a collaborator in a Scope of Work
3. You must have the right 'User Permissions' enabled on your account.

Step-by-Step Instructions

Step 1- Select 'Create new'

From the Scope overview page click on the orange 'create new' button

Step 2- Select 'Deliverable'

From the drop down list select and click 'deliverable'

Step 3- Search for Chosen Deliverable

Using the dropdown arrow or by typing in the search bar find your chosen deliverable

Step 4- Select your chosen Deliverable

Select deliverable from list

Step 5- Click 'Set up before adding' or 'quick add'

Select 'set up before adding' to populate the deliverable with your chosen components.

Select 'quick add' to add the deliverable item without any changes

Step 6- (Optional) Choose component from component panel

If 'set up before adding' was selected you can populate your deliverable with components in the deliverable builder.

Step 7- Click Back

Click 'Back' in the top right to exit the deliverable builder page and view your deliverable within the scope

Step 8- View Deliverable in Scope