FAQ: Managing Scope Libraries

Published on April 23, 2026 QuoteX

FAQ: Managing Scope Libraries

Scope Libraries in QuoteX help you organize reusable scope items and their associated effort information for use in project estimation and templates.

Quick overview: Create and organize Scope Libraries, define reusable scope items, assign effort and complexity, and reuse scope items from other libraries when building your estimation framework.

Scope Library Basics

1. How do I create a new Scope Library?

From the Scope Library tab dropdown, click + New Scope Library.

Enter the required library information:

1. Name your scope group.
2. Provide a brief description.
3. Select a Status.
4. Save the Scope Library.

Important: Only Scope Libraries with an Active status are available for selection in templates.

2. What are the possible Status options for a Scope Library?

A Scope Library can have one of the following statuses:

3. Can I assign a Scope Library to a Practice?

Yes. A Scope Library can be assigned to a Practice, although this is currently optional.

Note: The Practice assignment is intended to support future features for practice-based searching of libraries.

Managing Scope Items

4. How do I add scope items to a Scope Library?

After creating a Scope Library, open the scope details screen.

Click the last row in the Name column to add a new scope item. Enter the name of the scope item and press Enter.

Tip: Scope items form the reusable building blocks of a Scope Library.

5. What is the purpose of the Category field in scope items?

The Category field helps organize scope items.

The available categories include:

1. Change Enablement
2. Integration
3. Data Migration
4. Strategy

6. How does the Multiplier affect a scope item?

The Multiplier increases the effort associated with a scope item. It provides flexibility when estimating the effort required for a particular scope item.

Complexity and Effort

7. What is Complexity in a scope item?

Complexity represents the difficulty level of a scope item and adjusts the associated effort.

8. What additional fields are available for each scope item?

Additional information can be captured for each scope item using:

1. Project Description — Provides additional context about the scope item.
2. Project Assumptions — Captures assumptions associated with the scope item.
3. Internal Notes — Stores internal information related to the scope item.

9. How do I add effort to a scope item?

Click the LOE Hours column for the required scope item row. This opens a dialog where you can define the effort details.

Within the dialog, you can assign:

1. Roles
2. Phases
3. Resource levels
4. Effort hours for each role and phase

10. What are the Low % and High % fields used for?

The Low % and High % fields are optional.

If you do not want QuoteX to calculate the effort automatically, you can leave these fields blank.

When defined: LOE in the scope is automatically calculated based on the selected Complexity level and the percentage value defined for the effort at the Low and High levels.

Reusing Scope Items

11. Can I use scope items from another Scope Library?

Yes. You can select another Scope Library from the dropdown to view its available scope items and choose specific items to add to the current library.

12. How do I add selected scopes to the current library?

After selecting the required scope items from another library, click Add.

The selected scope items will be included in the current Scope Library.

Quick Reference

Key takeaway: Scope Libraries provide a reusable structure for organizing scope items and their effort information. Active libraries can be selected in templates, while scope items can also be reused across libraries.

Knowledge Article Number: KA-00039