Scope library
Connect a folder once — every scope in it shows up here to open, copy, or delete. New scopes save straight into the same folder.
Setup
Client details, crew, phases and feedback defaults. Logo & signatories live on Brand.
Project type
Client & project
Roles & phases
| Role | Day-rate () |
|---|
Crew
| Name | Role |
|---|
Milestone & schedule defaults
A 5-day week is Mon–Fri working with Sat–Sun off. Estimates count only on working days. Available staff caps how many unassigned tasks run at once when the auto-scheduler levels resources; named assignees are scheduled so one person never does two things on the same day.
Scope & milestones
Tasks with three-point estimates and dependencies, plus the milestones the schedule waits on.
Scope of work
| # | Task | Phase | Assignee | O | L | P | Man-days | After |
|---|
Milestones
Costing
Set your rate basis and adjustments in one working currency; totals present in USD, PHP and JPY.
Currency
USD is the pivot (=1). e.g. ₱57 and ¥157 per $1.
Rate basis
Also used for feedback-buffer man-days.
| Role | Day-rate () |
|---|
| Person | Role | Day-rate () |
|---|
Leave blank to fall back to the role rate.
Adjustments
| Name | Type | Value | Amount |
|---|
Total in three currencies
Cost build-up
By phase
Timeline
Auto-scheduled from dependencies. Drag a bar to move, drag its right edge to resize, or click for exact numbers.
Proposal
Preview, choose orientation, then download a page-fitted PDF.
PDFs download directly, scaled to fit the page — no cropping. The first download fetches a small PDF engine, so it needs internet once; if you're offline, use Print.
Templates
Save a scope you use often, then drop it into a new project in one click. Applying a template clears assignees so you can re-cast the crew.
Task library
Your templates
Brand & access
Your company name, logo and signatories appear on the proposal. Set a passcode to restrict who can see costs.
Studio brand · shared from the Library
Connect a folder in the Library to share one brand across every scope.
Company
LogosUsed on the proposal (white paper).
Used in the app's dark mode & dark exports.
PNG or JPG, auto-resized. The dark-background version is typically a white/light copy of your logo.
Signatories
| Name | Title | Signature |
|---|
Updates & features
What the tool can do, and a running list of what has changed.