Using Scope Fields

Overview:

Working with Scope Dynamic Fields.

Scope Dynamic Fields are completed in step 3, when creating a new scope and must include all mandatory fields before proceeding. After creation, these fields can be viewed and edited in the “Details” tab, where required fields must still be completed before saving changes.

Pre-Requisite:

1. Users must have an activated SCOPE Better account.
2. You must have the right 'User Permissions' enabled on your account to be able to create scopes.

When Creating a New Scope.

Scope Dynamic Fields appear in the "More information" step 3, when you create a scope:

1. Complete the "Essential information" and "Financials" steps.
2. On the "More information", step 3, you'll see a section labeled "Scope Dynamic Fields".
3. Fill in all the fields that appear.
4. If a field is mandatory, it will be marked with a '*' - you must complete it before you can proceed.

 

Mandatory Fields

If a field is marked as mandatory (indicated by an asterisk *), you must fill it in before you can save your scope. The system will prevent you from proceeding until all mandatory fields are completed.

How To Video: 

Need Help?

For users: If you're unsure what to enter in a Scope Dynamic Field or why a field is required, contact your administrator or project manager for guidance.