Scope Support

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  • How should I manage my clients

    Managing clients cannot be simplier, since only client name and rate card is used as client data. Clients page can be found in Manage -> Clients tab. Clients page Clients are displayed l...

  • Formatting dates in Scope manage page

    This feature will provide an ability for Scope application users to set a preferred date format for their agency scope account in company manage page. Figure 1: A...

  • What is the Component Panel?

    Component Panel shows you the list of components available for the selected Deliverable created within the Scope. It has the following built-in features: Users can select the most recommended co...

  • I am getting an error message when I am trying to sign in

    If you get an error message stating Invalid email or password and you believe that you have entered the correct password: Try again by making sure that your caps lock key is turned off Try to re...

  • Add a custom discipline

    SCOPE data page allows you to create custom disciplines to suit your company's requirements. The disciplines are where deliverables are linked to make the search when scoping as simple as possible....

  • Adding a rate card to a client

    When you have loaded your rate cards, you will need to apply these to your clients.  Go to 'Manage' Go to 'Clients' (1) From the client page, select the dropdown arrow next 'Rate Cards (1)' (2) Se...

  • Release January, 28th, 2020

    Improvements 1. On scope overview page user now able to create a section for deliverables. Each section has own start and end date and may contain multiple deliverables. This feature...

  • Release January, 21th, 2020

    Bug fixes Fixed an issue, when 'Delete role/department' popup is not closing after role/department was deleted (SE-1733) Fixed an issue, when 'Clear Traffic Import Cache' popup is...

  • How do I build my Scope?

    Scope details page After the scope is created, scope overview page is opened to build your scope. Note: some of the actions or sections shown below might be unavailable or missing according to s...

  • Archive / Unarchive SOWs in Scope

    This feature will provide an ability for Scope application users to archive / unarchive SOWs in Scope Home Page. In order to Archive a specific Scope users will need to click into the 'My Scopes'...