How do I upload components

Overview

This guide will explain how to upload 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 'Component'
4. Select Rate Card
5. Select Discipline

Step 3- Configure your Component

1. Add Roles
2. Add Hours
3. Update Component Complexity descriptions

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 Components

Step 2- Generate Template

1. Click Generate Template

Step 3- Choose Rate Card

1. Select Rate Card from dropdown
2. Generate Template

Step 4- Complete Excel template file

1. Add Component Name
2. Add Component Description
3. Add Discipline
4. Add Complexity
5. Add Role Hours

Step 5- Validate File

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

Step 6- Upload File

1. Once file has been verified upload