How do I upload Fixed Fee Components?

Overview

This guide will explain how to upload Fixed Fee Components. In the ScopeBetter platform there are two ways to upload  Fixed Fee components. Components can be uploaded into the Library individually or in bulk via our excel uploader.

Prerequisites

1. You must be signed in to your SCOPE Better Account.
2. You must have the right 'User Permissions' enabled on your account.

Step-by-Step Instructions (Adding Individually)

Step 1- Navigate to to the Library

1. From top navigation bar select 'Library'
2. Click 'Create New'
3. Select Component

Step 2- Complete Create Component form

1. Add Component name
2. Add Component description
3. Select Item type 'Fixed Fee'
4. Select Rate Card
5. Select Discipline
6. Choose whether you want your Fixed Component to have roles or not
7. Choose if you want your Fixed Fee Component to be editable

Once you have completed the required fields click 'Create' which will be orange in colour, which signals the ability to edit and build out your component.

Step 3- Add Fixed Fee Price (Optional)

1. Add a Fixed Fee Price for your newly created component
2. Add an agency cost 

Step 4- Add Component Roles (Optional)

If you chose to select your Fixed Fee Component to have roles you can add your agency roles below. The roles will be pulled from the rate card you selected at time of creation.

Step-by-Step Instructions (Adding via Excel Uploader)

Step 1- Navigate to to the Library

1. From top navigation bar select 'Library'
2. Click (...) -> Upload Fixed Fee Components

Step 2- Select Fixed Fee Type

1. Select whether the Fixe Fee is with or without roles.

If the user selects 'no roles & hours' they will be able to generate a template instantly via Step 4. If the user selects 'with roles and hours' they will need to select which rate card to use.

Step 3- Select Rate Card (Only if selected 'with roles and hours')

1.  Select Rate Card from dropdown list

Step 4- Generate Template

From here you can then Generate the relevant excel template needed to upload your components.

Step 4- Complete Excel template file

1. Add Fixed Fee Name
2. Add Discipline
3. Add Description
4. Add Complexity
5. Add Fixed Fee Cost
6. Add Fixed Fee Price
7. Choose if Fixed Fee is Editable (Y/N)

Step 5- Validate File

1. Browse File
2. Select File
3. Click Validate

Step 6- Upload File

1. Once file has been verified upload