Scope
Estimation and Delivery Planning for Professional Services
The suite's presales estimator for professional-services teams. Fill in a discovery worksheet for a prospect and a repeatable engine computes effort, timeline, team size, and a low, expected, and high cost range from a configurable offering template. Project any estimate into a client-ready work breakdown structure with a working-day schedule, then export it as an internal or customer-safe PDF or Excel workbook.
Core Features
What Scope delivers out of the box.
Repeatable Estimation Engine
A configurable engine turns worksheet answers into a full effort, timeline, and cost result. The same inputs always produce the same estimate, so every quote is consistent and defensible.
- Effort model built from workstreams, complexity drivers, governance, testing, and project management
- Complexity bands for team maturity, environment mix, and application count
- Derives t-shirt size, timeline in weeks, suggested team size, and a per-role effort split
- Low, expected, and high cost range with a configurable expenses allowance
- Separate Phase-2 and deferred scope that never counts toward the committed total
- Built-in contingency you can tune per estimate
Discovery Worksheet and Live Editor
The per-prospect input surface where your team captures discovery findings. A configurable worksheet drives the estimate with live recalculation as answers change.
- Configurable worksheet fields tailored to each offering
- Live recalculation as answers change, with the running estimate always in view
- Autosave as you work, so nothing is lost between discovery sessions
- Safeguards against overwriting changes made in another tab or by a teammate
- Per-workstream scope toggles (In, Phase-2, Out), integrations, and add-ons
- Switch between the internal and customer-safe view while you edit
WBS and Delivery-Plan Generator
Project a computed estimate into a client-ready work breakdown structure with an optional working-day schedule, matching the effort workbooks presales teams build by hand today.
- WBS-numbered task plan organized into delivery phases with milestone markers
- Working-day scheduling from an engagement start date sets phase and milestone dates
- Phase-by-role hours, workstream distribution, and per-activity detail
- Multi-sheet Excel workbook plus an in-app preview
- Totals stay consistent from the estimate through every phase and task
Configurable Offerings and Template Studio
Estimation logic lives in editable templates, not code. Build a template for any professional-services engagement you scope, from a full authoring surface, with no release required to ship a new offering.
- Author templates for any professional-services engagement you scope
- Base ServiceNow templates included as ready-to-use samples
- Template editor for workstreams, drivers, integrations, add-ons, roles, and rate bands
- Draft, publish, and archive lifecycle with versioning
- Per-org copies for tailoring structure and adding your own worksheet fields
- Import and export whole templates, validated on import
Client-Ready Output and Customer-Safe Masking
Every estimate exports as a branded document in two variants: internal, with full economics, and customer-safe, with sensitive figures removed.
- Branded PDF export with your organization's logo
- Customer-safe mode removes rates, costs, and the internal effort breakdown
- Masking is enforced on the server, so customer-safe exports never expose rate-card figures
- Both PDF and Excel honor the internal and customer-safe variants
- Exports render the saved, frozen estimate, never an edited figure
Reproducible Pricing and Stable Quotes
Layered templates and permanent snapshots keep every quote reproducible, even as rate cards and offerings evolve.
- Templates resolve in layers: platform base, your org's version, org calibration, then per-estimate adjustments
- Per-role day rates with a blended rate fallback, priced in CAD or USD
- Each estimate snapshots its full template, so later edits never change a quote you already sent
- Calibrate base effort and percentages per org without touching the platform defaults
- Per-plan estimate caps enforced across your organization
Suite Integration
Scope sits at the front of the CITADEL pipeline. A won estimate flows into the rest of the suite over signed webhooks, and delivery data flows back to sharpen the next one.
- Hands a won estimate to Contracts as a proposal or SOW, with the WBS delivery plan as its schedule annex
- Generates a quote in Invoice from the estimate's priced line items
- Kicks off a managed-services engagement in Engage
- Receives delivered-hours actuals back from Time to calibrate future estimates
- Every handoff delivered over signed webhooks with replay protection
Key Capabilities
Cross-cutting capabilities built into Scope.
Multi-Tenant Isolation
Every estimate, template, and setting is organization-scoped. Organization roles (admin, manager, member, viewer) and platform roles control who can see and change what.
Single Sign-On via CITADEL Auth
OpenID Connect single sign-on against Auth, with local password login and TOTP two-factor as alternatives.
Per-Organization Branding
Self-service organization logo, dark logo, favicon, and theme, applied across the app and embedded into exported PDFs.
Audit Trail and Data Integrity
Structured audit logging across estimate and template changes, with safeguards that prevent conflicting concurrent edits.
Platform Billing and Metering
Stripe-backed platform billing with plans, subscriptions, complimentary access, and per-plan estimate caps.
Email, Webhook, and API Surface
Multi-provider transactional email over SMTP and OAuth for Microsoft 365 and Google, a REST API with managed keys, and a signed outbound webhook subsystem.
Technical Details
Under the hood of Scope.
Explore the Suite
Scope is one of eight integrated applications in CITADEL.
Take Scope for a spin.
Tell us how you handle this today. We’ll demo Scope against that workflow and you can decide whether it’s a fit.
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