Configure Project Scopes

ProjectStream 365 allows for multiple scopes of work to be estimated on the same proposal.  Project Scope master records maintain default information on the scope including Project Templates used for generating a plan and budget structure for each Project Scope configured.


1.  From a Project Proposal, click Copy / Configure Scopes
2.  Select one or more Scopes for configuration
3.  Click Complete when all scopes have been selected
4.  System will copy / configure multiple templates to your Proposal

After Configuration Complete:

5.  View Project Gantt
6.  View Project Scopes
7.  View Project Budgets

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