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[Projects] How to setup a project scope template

How to setup a project scope template

R
Written by Rosse Montalban
Updated over 2 months ago

Using a scope template is a great way to create estimates and setup project fast.

Steps to setting up a scope template:

To set them up, upload a template

Apply the template in your scope section

Navigate to the scope template from the Resources menu in the left menu bar, then choose a file to upload. Use a spreadsheet or a text document.

To use your new template when creating an estimate, select your template from the options from the scope template menu.

Check out the video below for more details:

Youtube Video - Eano Pro Project Scope Template

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