FAQ: Estimating Scope & Effort

What is the Purpose of the Scope Library?

The Scope Library functions as a centralized repository for organizing all predefined project scope elements. Storing scoping templates in the Scope Library facilitates easy retrieval and reuse for subsequent projects.

How Can I Define Project Scope in QuoteX?

To articulate the project scope for a new quote in QuoteX, follow these steps:

• Create the new quote and access the Navigation Menu in the quote header.
• Click on 'Scope Size Effort' to initiate the definition of the project scope.
• Add scope templates from the library or create new scope items individually.

How Can I Add Scope from Libraries?

To incorporate scope from the library, perform the following steps:

• In the Scope Size Effort screen of your quote, click the ‘Add from Scope Library’ button.
• Choose the library containing the specific scope items.
• Choose the preferred scope library name from the dropdown to incorporate its scope items into the new scope.
• Click ‘Add,’ and the chosen items will be cloned from the template to your quote, allowing for modifications without affecting the original template.

How Can I Manually Add New Scope?

To manually introduce a scope item, enter the item's name in the last row of the 'Name' column in the Scope section and press 'Enter.' The new scope item will be added to the list, where you can furnish a description, specify complexity, and include Level of Effort (LOE) and other information as necessary.

Can I Use Multiple Scope Templates in Scoping a Quote?

Absolutely! You can integrate scope items from the library at any stage while configuring your scope. If you have already added items to your scope, simply utilize the 'Add From Scope Library' button to include more items from the library.

What are Some Notable Features of the Add/Edit Scope Section?

• Scope item statuses can be denoted by RAG (red, amber, green) colors for quick identification of their status (e.g., "Pending Review" in red).
• Complexity settings, with options like High, Medium, and Low, are available in Scope Detail, influencing effort hours based on defined percentage factors.
• The 'Active' checkbox in the Scope Detail allows quick exclusion of a scope item from the project without deletion, deducting associated hours from the Capacity total.
• Scope item types, comprising Component, Epic, and Story, offer enhanced classification options, with the design specifying that only Component type can be parented to either Epic or Story scope item.