CITADEL Scope Estimation
Scope turns a discovery conversation into an estimate you can defend. Your team answers a worksheet about the prospect, and Scope works out effort, team size, timeline and a cost range, then lays the work out as a dated delivery plan. The same answers always give the same estimate.
SCOPE
Corantic Services
Dashboard
Estimates
Clients
Help
M
Strathlen Energy draft
HAM estimate
Total effort
113.0 days
Team
3
Timeline
9 wk
Estimated cost
$158,230.80
Range: $142,407.72 - $181,965.42
Answer questions about the prospect's scope, integrations and options. The estimate updates as you go.
An editor you can work in with the client on the call.
Every estimate becomes a plan with the same totals, so the price and the plan never disagree.
We set up your service offerings with you. Your admins tailor and calibrate them from there.
Two people estimating the same scope get the same answer, because the figures come from the worksheet and your calibration, not from someone's private spreadsheet.
Customer-safe PDFs and workbooks leave out rates, costs and the internal effort breakdown. Overhead shows as one delivery and project management line.
Each estimate keeps the offering and rates it was built with, so a later rate change never alters a quote you have already sent.
Once an estimate is Final, send it to Contracts as a statement of work, to Invoice as a quote, or to Support as a delivery request. A won estimate can open the project in Time and the engagement in Engage.
With Time connected, compare estimated and actual hours by workstream, and recalibrate the next estimate from real delivery.
The dashboard shows draft, final and won estimates and the value of the pipeline.
Scope works on its own, and connects to the other CITADEL apps you use.
Tell us how your team works today. We'll walk through Scope using sample data shaped like your business, and show how it connects to the other apps if you use them.
Book a walkthrough