Managing the Standard Scope Library

Published on June 15, 2026 QuoteX

PSC Scope Libraries: Setup & Management Guide

PSC Scope Libraries are the central repository for standardized project delivery content. Managed primarily within the Pre Sales Cloud SME App, they allow Subject Matter Experts (SMEs) to define repeatable scope items, user stories, and technical assumptions that can be pulled into any quote scoping.

PSC Scope Libraries in the Pre Sales Cloud SME App

Overview of Scope Libraries

A Scope Library acts as a "menu" of services and technical components. By using standardized libraries, organizations ensure that every architect estimates projects using the same baseline effort, descriptions, and complexity logic.

Managing Libraries in the SME App

To build or edit your organization's scope content, navigate to the Pre Sales Cloud SME application and select the PSC Scope Libraries tab.

Common library examples:

1. Salesforce General: Basic platform setup and configuration.
2. Opportunity Management: Standardized stories for products, forecasting, and team selling.
3. Case Intake Channels: Specific scope for Web-to-Case, Live Agent, and Social Media integrations.
4. Account & Contact Management: Standard data structures and automation.

Scope Hierarchy & Structure

Each library is organized into a clear hierarchy to help scoping teams navigate complex offerings:

1. Scope Group: The top-level category (e.g., "Opportunity Management").
2. Parent Scope: A logical grouping of related tasks (e.g., "Forecasting"). Type 'Component' can only be parent in QuoteX
3. Child Stories/Items: The individual granular tasks or user stories (e.g., "Enable and configure Collaborative Forecasting").

Key data points for library items:

Building Exhaustive Libraries

The system allows flexible library management to avoid redundant data entry:

1. Dropdown Selection: When you select a library name, the complete hierarchy is displayed for review.
2. Add/Remove: SMEs can click to select specific scopes to add or remove from a specific template.
3. Cross-Library Addition: Pull scopes from one active library into another to create a comprehensive, exhaustive library for complex, multi-cloud engagements.

Creating a New Scope Library

Scope Library tab dropdown with the New Scope Library option

1. From the Scope Library tab dropdown, click + New Scope Library.
2. Give your scope group a name.
3. Provide a brief description of your scope group.
4. Select a Status: Draft, Active, or Archive.
5. Optionally, assign the scope group to a Practice.
6. Click Save.

New Scope Library form

Adding a New Scope Item

After adding a New Scope Library, you will arrive on the scope details screen.

Scope details screen

1. Click the last row Name column to begin adding scope items to the new scope library. Populate the scope name and press Enter.
2. In the next row, notice that the new scope name and type are pre-populated.
3. Select a scope Category: Change Enablement, Integration, Data Migration, or Strategy.

Field & Value Mapping (Category Fields) - Interchangeable field for different category selection.

1. If desired, add a Multiplier to increase the effort for this scope item.
2. Select a Complexity level: Low, Medium, or High. Medium is the default (100% of the rate). Complexity increases or decreases the scope effort and applies to each scope item individually.
3. For your reference, add a project description, project assumptions, and any relevant internal notes.

Category, multiplier, and complexity settings

Description, assumptions, and internal notes

Adding Efforts to a Scope Item

1. Click the LOE Hours column for a scope item row to open a dialog where you add or update required roles by phase and role level. Your Admin should have added values for Role, Phase, Resource Level, and Specialty; click each field and select from the available values.
2. Add Effort Hours for the assigned Role for the specific Project Phase.
3. Leave the Low % and High % fields blank. Complexity drives the values in these fields.
4. To continue adding effort, click the Add Effort button.

LOE Hours dialog with role, phase, and effort fields

Complexity and multiplier effect on LOE

Adding from Another Scope Library

You can also add scopes from another library to create an exhaustive library of scopes.

Add from Scope Library option

1. When you select a library name in the dropdown, the complete scope hierarchy is displayed in the table below.
2. Click and select the specific scopes you want to add or remove from your template in the table of scopes for that library.
3. Click Add to add the selected scopes to the current scope library items list.

Scope hierarchy displayed for the selected library

Selected scopes added to the current library

Integration with Timeline & SOW

Once a Scope Library is "Active":

1. Scoping: Users can search and pull these items directly into the Scope Size Effort, where the pre-defined descriptions and complexities populate automatically.
2. Documentation: The PSC Document Templates use SOQL queries to pull these library items (stories and assumptions) directly into the generated SOW, ensuring 100% alignment between the estimate and the contract.

Knowledge Article Number: KA-00016