Scope

The Scope tab allows you to break phases into detailed deliverables and assign budget at a more granular level.

[Add image: Scope tab with deliverables listed under a phase]


This is the best place to go when you want to:

  • Define what work is included in a phase

  • Assign ownership of deliverables

  • Track progress at a more detailed level


How Scope works

Scope allows you to create individual items within a phase that represent:

  • Deliverables

  • Tasks

  • Internal milestones

Each item can be:

  • Assigned to a member or role

  • Given a budgeted number of hours

  • Tracked for completion


How to use Scope

Add scoped items

Create individual deliverables within a phase.


Assign ownership

Assign each item to:

  • A team member

  • An open role


Allocate hours

Set expectations for how much work each item should take.


Track completion

Update progress as work is completed.


Best practices

  • Use Scope only when additional detail is needed

  • Avoid overcomplicating phases

  • Keep items clear and actionable

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