Scope Effort Matrix
Published on June 15, 2026 QuoteX
QuoteX Scope Effort Matrix Guide
No additional cost: This add-on is provided at no additional cost to all active QuoteX subscribers. |
Overview
The Scope Effort Matrix feature of QuoteX helps organizations prioritize scopes by evaluating their potential impact against the effort required to implement them. It is designed to prevent under-estimating or over-estimating project scopes, ensuring accurate and efficient project planning.
It supports the sales and project planning process by helping teams scope projects that are delivered on time and within budget.
Key Highlights
| Capability | What it does |
|---|---|
| Prioritization Tool | Categorizes scopes based on their impact and effort, facilitating efficient resource allocation and strategic planning. |
| Streamlined Scoping and Sizing | Lets users refine project scopes and sizing through iterative configuration of roles and efforts, ensuring accurate project estimates. |
| Resource Allocation | Identifies tasks that offer the most benefit for the least effort, optimizing resource use and planning. |
| Cost Estimation | Includes automated tools for calculating hours and costs, preventing underselling and giving a clear understanding of project costs before timelines are created. |
Figure 1: Scope Effort Matrix overview.
Prerequisites
QuoteX version 1.75 must already be installed before you install the Scope Effort Matrix managed package. |
Installation and Setup Steps
Step 1: Install the Managed Package
Install the Scope Effort Matrix managed package. Ensure that QuoteX version 1.75 is already installed as a prerequisite.
Figure 2: Installing the managed package.
Step 2: Configure Navigation
Go to Setup in Salesforce and search for PSC Extensible Navigation Item.
Figure 3: Searching for PSC Extensible Navigation Item in Setup.
Manage records of PSC Extensible Navigation Item and add a new record for the 'Review Scopes & Efforts' navigation item.
Set Is_Active to True.
Fill ItemLabel, for example Review Scopes (the label that displays in the navigation item menu).
Fill ItemValue: psce_ext:scopeEffortMatrix
Set Order, for example 6 (defines the order in which this item appears among other navigation items).
| Field | Value |
|---|---|
| Is_Active | True |
| ItemLabel | Review Scopes (example) |
| ItemValue | psce_ext:scopeEffortMatrix |
| Order | 6 (example) |
Figure 4: The navigation item record with its field values.
Step 3: Validation
Navigate to a Quote in QuoteX and ensure that the navigation item for Scope Review is visible.
Figure 5: The Scope Review navigation item visible on a quote.
Step 4: View the Scope Reviews Module
Access the Scope Reviews Module for the existing Quote.
Figure 6: The Scope Reviews module for a quote.
Step 5: Update Hours for Amber and Red Statuses
Go to Setup and search for Custom Labels.
Figure 7: Custom Labels in Setup.
Search for the following labels and update their values as needed:
| Custom Label | Default |
|---|---|
| RedIfHoursGreaterThan | 40 hours |
| AmberIfHoursGreaterThan | 20 hours |
Note: These values support only integers with no fraction digits. |
Figure 8: Custom label values for the Red and Amber thresholds.
Step 6: Validate Changes
On the quote record, navigate to the 'Review Scopes' section and ensure that the hours and statuses reflect the changes made.
Success criteria: The Scope Review navigation item appears on the quote, the Scope Reviews module opens, and scopes show Amber or Red statuses according to your configured hour thresholds. |
Troubleshooting
Scope Review navigation item is not visible on the quote? Confirm that QuoteX version 1.75 is installed, that the navigation record has Is_Active set to True, and that ItemValue is exactly psce_ext:scopeEffortMatrix. |
Amber or Red statuses do not reflect your changes? Confirm that RedIfHoursGreaterThan and AmberIfHoursGreaterThan contain whole numbers only, with no decimals, then reopen the Review Scopes section on the quote. |
Key Takeaways
By using the Scope Effort Matrix, organizations can achieve better project management by prioritizing scopes effectively, allocating resources efficiently, and accurately estimating costs. This tool enhances decision-making, ensuring that projects align with business goals and deliver maximum value. |
Knowledge Article Number: KA-00051