Estimating Project Scope & Effort

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.





Project Scope


Scope Navigation Overview

  1. From the header row in the Quote Overview, there are buttons to Clone a quote and access the navigation menu.
  2. 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 + New Timeline button.
  3. You have easy access to the summary, scope, and timelines in your quote through the Navigation Menu.
  4. Once scope and a timeline are attached to the quote, summary totals will appear on the bottom of the header component.
  5. Totals will populate as you build your quote, and they will include all associated timelines.



Using Chatter to Collaborate


✅ 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


  1. To start scoping your project, Click the ‘Scope Size Effort’ menu item in the Navigation Menu from the Quote header row.
  2. You can add New Scope just like you do on spreadsheets, select one you have defined and save to the Scope Library.
  3. After you add enter, in the row, notice that the new scope type, active status and multiplier are pre populated.
  4. Select a scope Category. The options are Change Enablement, Integration, Data Migration, and Strategy.
  5. If desired, add a multiplier to the scope item. The multiplier can be used to increase the overall scope efforts.
  6. 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).
  7. For your reference, add a project description, project assumptions and any relevant internal notes.



Add Efforts to Scope Item


  1. click on 'LOE ' column for a scope item row, it will open a dialog 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.
  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.

  1. To continue adding effort, click the ‘Add New’ button.



Add from Scope Library



QuoteX provides a significant advantage by enabling the creation and storage of templates in libraries for future utilization. This not only saves valuable time but also ensures the production of more accurate quotes. Users can effortlessly 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.

  1. When you select a library name in the drop down, the complete scope hierarchy gets displayed in the table below.
  2. Click & Select the specific scopes you want to add/remove from your template in the table of scopes for that scope library.
  3. Click Add to add selected scopes to the quote















































Next Step: Build Timeline



SEE MORE

Library Scope Promotion

Scope Effort Matrix

AI-Powered Scope Drafting






Redirecting you to the article... Click here if you are not redirected automatically.