Scope

IN THIS ARTICLE

To view scope, navigate to Deal > Phase > Scope

The scope page provides a high level visualisation of all the estimates within a phase across a number of breakdowns, as well as the percentage of scope that is currently active.

How it works

Scope is disabled until you have estimates

Scope management

The key to scoping is effective use of priorities,risks, tags and streams. This approach empowers users to efficiently manage scope and price, without having to manually update individual estimates.

• Group tasks under features to categorize them according to specific functional areas of the project.
• Organize features by setting priorities based on their business or customer value.
• Further classify features using risks and tags
• Leverage streams to track scope related to a specific team or deliverable.

Scope Breakdowns

Scope is broken down by multiple categories including feature value, priority, risk, stream and tag.

Feature breakdowns are included in proposals, other categories are only visible from the scope page.

Each item within a category displays the ratio of total value to scoped value, along with their relative size within that breakdown (descoped parts appear in gray). Items are sorted top down by price.

This is an expanded view showing all scope categories on a deal

Streams

Stream breakdowns only appears if estimates include streams, and adhere to the following rules:

• If a stream contains roles (or a combination of roles and streams) it will appear in the stream view
• If a child stream is also in use, it will appear separately. if the child stream is descoped, the allocation within the parent stream will remain untouched.
• If a stream only contain other streams, it will be hidden, and the allocation distributed directly to it's children.
• If a child stream is descoped, the allocation from the parent will also be descoped
• Other estimates (those assigned directly to roles) are grouped together within the Stream view as a non-editable None category.

Tags

Tag breakdowns only appear if estimates contains tags.

Scope settings

Adjusting scope

Click on any priority, feature or stream to add or remove it from scope

• The corresponding effort and value will be descoped from all three breakdowns and scope will be recalculated,
• The percentage of descoped estimates displayed in grey.
• Click Reset to restore everything back into scope

Rate card

You can adjust the active rate card for the Phase from either the Scope or Schedule settings panel (they share the same rate card property). When you change the rate card or margin, the price and value of all roles will update automatically. Note that multiple rate cards is only available on Business and Enterprise plans.

• Change the rate card to replace the cost, price and margin for all roles
• Adjust the margin of roles with automatic pricing. The allowed range is based on the min/max margin set on the rate card
• The target margin will reset to normal whenever the rate card is changed