Managing Project Scopes

Scopes let you divide a project into distinct phases or work streams. Each scope can have its own budget, timeline, and team members. Scopes are available on the Pro plan.

Create a scope

1. Open a project and go to the Scopes tab.
2. Click New Scope.
3. Enter a scope name (e.g., "Phase 1 - Discovery" or "Backend Development").
4. Optionally, set a budget and date range for the scope.
5. Click Create.

Track time against a scope

When creating a time entry for a project with scopes:

1. Select the project as usual.
2. A scope dropdown appears. Select the relevant scope.
3. The time entry is tagged to that scope for reporting and budgeting.

Scope budgets

Each scope can have its own budget, independent of the project budget:

1. Open the scope and go to Budget.
2. Set a budget type (Hours or Amount) and value.
3. Budget progress is tracked per scope.

Reorder and manage scopes

• Drag and drop scopes to reorder them.
• Edit a scope by clicking on it.
• Archive a scope when the phase is complete.

Tip: Scopes are particularly useful for long-running projects with distinct milestones or deliverables.