Estimating Project Scope & Effort
Published on April 30, 2026 QuoteX
Define Project Scope and Level of Effort (LOE) in Pre Sales Cloud
In Pre Sales Cloud App, the Scope (often referred to as the Level of Effort or LOE) defines the specific work items, requirements, and effort hours required for a project. This guide walks you through navigating a quote, adding scope items, assigning effort by role and phase, and reusing templates from the Scope Library.
| What you will learn 1. Navigate to Scope, Summary and Timelines from the Quote Overview 2. Add project scope items with category, multiplier and complexity 3. Add effort hours by role, phase and resource level 4. Reuse templates from the Scope Library 5. Collaborate with SMEs using Chatter |
Quote Overview in Pre Sales Cloud
Project Scope
Scope Navigation Overview
- From the header row in the Quote Overview, there are buttons to Clone a quote and access the navigation menu.
- Through the Navigation Menu, you can navigate to create a new Scope under the Scope Effort Size menu item and create a new Timeline using the + New Timeline button.
Navigation Menu with Scope Effort Size and New Timeline options - You have easy access to the summary, scope, and timelines in your quote through the Navigation Menu.
- Once scope and a timeline are attached to the quote, summary totals will appear at the bottom of the header component.
- Totals will populate as you build your quote, and they will include all associated timelines.
Using Chatter to Collaborate
Chatter tab for collaborating on scope items, timelines, or quotes
| ✅ Success Engaging with team members in QuoteX enhances the efficiency and precision of quote completion. The Chatter feature allows collaboration on specific scope items, timelines, or quotes, making it a valuable tool for obtaining feedback from Subject Matter Experts (SMEs). Simply click on the 'Chatter' tab to access and utilize this collaborative feature. |
Add Project Scope
- To start scoping your project, click the 'Scope Size Effort' menu item in the Navigation Menu from the Quote header row.
- You can add New Scope just like you do on spreadsheets, or select one you have defined and save it to the Scope Library.
Adding a new scope item - After you enter the scope in the row, notice that the new scope type, active status and multiplier are pre-populated.
Scope type, active status and multiplier are pre-populated - Select a scope Category. The options are Change Enablement, Integration, Data Migration, and Strategy.
- If desired, add a multiplier to the scope item. The multiplier can be used to increase the overall scope efforts.
- Select a complexity level for the scope item. The complexity level increases or decreases the scope efforts based on the selected scope complexity. The options are Low, Medium, and High. Medium is the default (100% of the rate).
Selecting a complexity level (Low, Medium, High) - For your reference, add a project description, project assumptions and any relevant internal notes.
| Complexity | Effect on Scope Effort |
| Low | Decreases scope efforts |
| Medium (default) | 100% of the rate |
| High | Increases scope efforts |
Add Efforts to Scope Item
- Click on the 'LOE' column for a scope item row. A dialog opens to add new or update required roles, by phase, and role levels. Your Admin should have added values for Role, Phase, Resource Level, and Specialty. Click in each field and select from the available values.
- Add Effort Hours for the assigned Role for the specific Project Phase.
- Leave the 'Low %' and 'High %' fields blank. Complexity drives the values in these fields.
LOE dialog for adding role, phase, and effort hours - To continue adding effort, click the 'Add New' button.
| ❓ FAQ: Why leave Low % and High % blank? Scope complexity drives the LOE values from these fields. Unless you want to define complexity-specific LOE values, leave the % fields at zero. |
Add from Scope Library
| Why use the Scope Library? QuoteX provides a significant advantage by enabling the creation and storage of templates in libraries for future use. This saves valuable time and ensures more accurate quotes. Users can select, add, and modify saved scope items from the library for new projects. Navigating the library by Scope Group/Library permits swift and convenient access to pertinent templates. |
- When you select a library name in the drop down, the complete scope hierarchy is displayed in the table below.
Scope hierarchy displayed after selecting a library - Click and select the specific scopes you want to add or remove from your template in the table of scopes for that scope library.
Selecting scopes from the library table - Click Add to add the selected scopes to the quote.
Scope Size Effort Walkthrough Screenshots
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Quick Reference
| Task | Where / How |
| Start scoping | Navigation Menu > Scope Size Effort |
| Add effort hours | LOE column > select Role, Phase, Resource Level, Specialty > enter hours |
| Adjust effort | Multiplier and Complexity (Low / Medium / High) |
| Reuse templates | Select a library, pick scopes, click Add |
| Collaborate with SMEs | Chatter tab |
| View totals | Bottom of the quote header component |
Next Step: Build Timeline
SEE MORE
Knowledge Article Number: KA-00022