---
title: "Budget Modal - Scope Tab"
description: "Scope tab is where you manage the Scope of work for your phases. You can set budget on each Scope and use it as your phase budget."
url: https://support.mosaicapp.com/en/articles/263-budget-modal-scope-tab
collection: "Budget Modal Info"
updated: 2026-09-22
language: en
---

# Budget Modal - Scope Tab

Scope tab is where you manage the Scope of work for your phases. You can set budget on each Scope and use it as your phase budget.

Click on the navigation on the left, you can go to Scope tab. Here you can see all the Scopes under each phase and work category.

[Definition of Scope](https://support.mosaicapp.com/en/articles/113-scope.md)

![](https://staticfiles.gleap.io/ghelparticle/EeyraelM1nQ8dvshtDyts2PpdhoaL8LxFSXkThepWyczwZaOTurlAEQojEXaFTglPUkgBh0MI8a.png)

## View by Cost Rate/Bill Rate

Click on the button on the top to change the displayed rate to Cost Rate or Bill Rate. This will be automatically saved for future access.

![](https://staticfiles.gleap.io/ghelparticle/X7K1IT6FevHU1cNf0G1mTpzXJ8Z1cOdpUAaYBaxzvrnNIco4vqXjoGruC4LfhEnJe9MjVA2yEGn.png)

## How to add scopes to a Phase/Subphase/Work Category?

1.  Expand the phase or work category, click **\+ scope**.
    
    ![](https://staticfiles.gleap.io/ghelparticle/DBJqZnNJ3TXYb5FE1ay813Rz6H6XMboMoyVgr7vJvjNBtEtFmBJuBZ8HPLnsu2FO6Lz3G4XlUcJ.png)
    
2.  Enter the scope name and notes (optional), upload an attachment (optional), set dates for the scope. Then click **save**.
    
    [Learn more about Scope Detail Modal](https://support.mosaicapp.com/en/articles/553-scope-detail-modal.md)
    
    ![](https://staticfiles.gleap.io/ghelparticle/QS3lhQKqk2VrRqd8CJsTSu0rxQc03nFw98eT6xPkIIo3N629spE70JUkwrv1foFkUxsUE0SxwL4.png)
    
    If the end date you set for the new scope falls after the end date of its parent phase or work category, a confirmation dialog will appear before saving. You'll be asked whether you'd like to extend the parent's end date to match the scope. Click **Update** to extend it automatically, or dismiss the dialog to save the scope without modifying the parent by clicking **Don’t Update**.
    
    ![](https://staticfiles.gleap.io/gattachments/0GeIn7IqeXbc7bzgaz51QTcvX1HaKqnsfPZqDNE92Mm63P3TjghVHgsjOFOPalx5aAyjNZNdfit.png)
    
3.  The new scope should show.
    
    ![](https://staticfiles.gleap.io/ghelparticle/9OdpMzi3itRV1DV0rRZ2gYdAjpYeZbnxKhvyA2zsqnwmQbUGVrWpIPux6mAndbKuZGpYrE9svTa.png)
    
4.  Expand the scope, you can add project members or open roles to the scope just like adding them to the phase.
    
    ![](https://staticfiles.gleap.io/ghelparticle/CW81j5GQ2VJFwikdvC2GkhOilaQWzPmJnaQW1rmgrlEgKPK3vGknnEUlw0SzIJ8GjM9yEa03mLf.png)

## Edit Scope title and date

Click on the scope title and date to modify

![](https://staticfiles.gleap.io/ghelparticle/4BqCHItFyaU5rQjoaxOEuYOf73urB9UmWb2Qr3jUEyslVxgJprQcEMdpEXtgcmSFfkyS1cCydA0.png)

![](https://staticfiles.gleap.io/ghelparticle/gwKECOrzXDEmcY14w9IhiEM6W3k6PLZfQAiFWfQofZV2u51VWILnDXyw663RmCq0lEHFdXTgqTu.png)

> **Warning:** When Scope date is beyond Work Category or Phase end date, the system will prompt you to update the end date of Work Category or Phase to match the Scope end date

![](https://staticfiles.gleap.io/gattachments/6M1BjYJHndnlbcUbr223LwXsty8NadiQMXrPOQDDp5Tk4H7Ns0YRuekf8usPiogcWx7Op3EmPWj.png)

![](https://staticfiles.gleap.io/gattachments/Hv36l0DGTOxe6mnyqDZF5vZqdtEYHzZeRHYbCyT9wOFUnFbyZsVoeWHz6zMwKvdrCpVa6HcIWbW.png)

## How to add Members and Open Roles to Scopes

1.  Expand the scope, you can add project members or open roles to the scope just like adding them to the phase.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Hoo411jNN6vCbnd8AtFop7pmPzpoxWvUmAF2T7hRFTo3zFQx95zpZQ61kHneRaO2t74VQuMPbPc.png)
2.  Select Members or Open Roles to add. Click **Add** when done. Click **Add All Project Members** to select all members in the project.
    
    ![](https://staticfiles.gleap.io/ghelparticle/jIKyzvRVgs8MTOAVDFAHQHOYAp5U7wZAUH3OZzHdYfxjBfnv2NmYaHofsxPTcqF4uydO5hyGrr1.png)
    
    Click **Manage Standard Roles** to open a new tab to [Organization Settings > Standards > Roles](https://support.mosaicapp.com/en/articles/305-organization-settings-standard-roles.md).
    
    > **Warning:** Only Admins have access to organization settings pages.
    
    ![](https://staticfiles.gleap.io/ghelparticle/hVAXIP4as0tfBVdr3DmDKIqnPjvvnh0gh082z2MgxaKwk8oi9WYNoOMixIBvmlThOlpxhM3LpFO.png)
    
3.  The Member or Open Roles will be added.
    
    ![](https://staticfiles.gleap.io/ghelparticle/WA4SqbNcj4lCGe65uB6bTf0XLfnfhgcSXFElsYYbTxR8PsRtxmb0uaBpvdOHs6DD9kc7vxjbIxm.png)
    

## Assign Scope

Once setup is complete, hours can be assigned to **Members** within the defined **Scope**. The **Budget** amount is automatically calculated based on each **Member’s Rate** and the estimated hours allocated. Additionally, the **Percentage of Completion** can be entered for each **Member** to reflect progress.

![](https://staticfiles.gleap.io/ghelparticle/7Xfgrxng5CbsCcn1f22X890ywxXDZY95fkV47yzeWW01qvorIJ3Wtu2NGf6gE6veVndctQLkNgl.png)

## Scope completed percentage

Scope completed percentage can be manually set and update as time goes.

1.  Click on the percentage field on the Member. Select a pre-defined percentage or click custom and enter a percentage.
    
    ![](https://staticfiles.gleap.io/ghelparticle/3sIQRMBCi3yixQRdfzrVEFb0ZLsArZzInbfhqIUYM5aMLa3NeWAgPNuynEKoUUd6et7P6Uaqq7x.png)
    
    ![](https://staticfiles.gleap.io/ghelparticle/eI8Mjd7iJ2k06lczzb5mOg1ZJ7JM0i3i8BT5KHjb3zXcRIYuUenTkYOfPwGcyrR14X3Px36OTAr.png)
2.  The completed percentage will update on the Member.
    
    ![](https://staticfiles.gleap.io/ghelparticle/gnosUwv5oDkATn6N8GLMHSeuBh562w18bCxD42p1onQlIRAUqyNehHTxzGcWE6568eIByQqBNuh.png)
    
3.  The total scope percentage is calculated by adding up the completion percentages for all members in the scope and then dividing the sum by total number of members.
    
    ![](https://staticfiles.gleap.io/ghelparticle/XVlkvKxTm26692RY3LShKpTI9N4e2yGrSM7lBuCkfzXQZNpwFBqkFgdfuyUDMjqH9JpJYYuV3U5.png)
4.  The total phase percentage is calculated using a weighted average based on the value of each scope, rather than a simple average. This means larger scopes have more influence on the overall completion percentage than smaller ones.
    
    > **Total % Completed = (Scope A value × Scope A % + Scope B value × Scope B % + ...) / Total value of all scopes**
    > 
    > ![](https://staticfiles.gleap.io/ghelparticle/5A4Hlh3cWDRjLpDvRU72KWK3i1hAFYQMAbjN8Xeu40sCkm44fQu0lgPBQmMlZYhTED3ObICtitq.png)
    

## Can the Scope Estimate Be Used as the Phase Budget?

**Yes.** A **Scope Estimate** toggle is available at the top of the page. When this switch is enabled, the estimated hours and currency values defined in the **Scope** will automatically populate the **Budget** on the **Manage Time** tab.

If a **Phase** or **Work Category** contains multiple **Scopes**, the total **Budget** will reflect the combined values of all associated **Scopes**.

> **Warning:** If Scope Estimate is turned on, the budget hours can only be edit on the Scope, not on the Manage Time tab.

![](https://staticfiles.gleap.io/ghelparticle/yNcil7tf6rfZtDagNVYiEJdRDwRS2R0CLX0ESlVHWO95TgPZuc8XutL5LjKjb4shqYdyBWeWYnU.png)

![](https://staticfiles.gleap.io/ghelparticle/3kCpKmbgkAyZHRrMh5jwR03ISJ1vYgaKnXX2DtroUmENQqxHDO1zNXppsRPF2QaktBXYFLH9T70.png)

![](https://staticfiles.gleap.io/ghelparticle/fVmrwS5VpRQbPfgkPoUkJuFgMAA2913R1b8oSb24qR0aYqVsBrgqmD5D0rCFy0uok5m4VsjjxLi.png)