Features
Everything You Need. Nothing You Don't.
ScopeSure covers the complete project lifecycle — organized into five connected modules.
Module 1
Pre-Sales
Win work with clear scope, accurate estimates, and fast quotes.
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1Scope Definition
- Structured scope templates for common project types
- In-scope / out-of-scope documentation
- Assumptions and exclusions capture
- Scope versioning and history
- Client-ready scope documents
2Estimation
- Effort estimation linked to scope items
- Estimation templates from past projects
- Role-based and task-based estimation
- Automatic calculation (no formula errors)
- Estimation notes and assumptions
3Pricing
- Rate card management
- Margin rules and protection
- Multiple pricing models (fixed, T&M, hybrid)
- Professional quote generation
- Quote versioning and approval workflow
Module 2
Delivery
Track every task, every hour, every change.
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1
Pre-Sales to PM Handoff
- One-click project creation from signed scope
- Scope, estimates, and assumptions carried forward
- Delivery team context — what was sold, what wasn't
- No re-keying or manual transfer
2
Task Management
- Tasks linked to scope items
- Assignment and ownership
- Due dates and dependencies
- Progress tracking
- Task-level notes and attachments
3
Resource Allocation
- Team capacity view
- Project-level allocation
- Role-based assignment
- Utilization visibility
- Workload balancing
4
Time Tracking
- Log time against tasks
- Real-time capture (desktop and mobile)
- Billable / non-billable classification
- Timer and manual entry options
- Approval workflows
5
Change Request Management
- Formal change request submission
- Impact assessment (scope, timeline, cost)
- Client approval workflow
- Pricing for changes
- Automatic flow to billing
6
Scope Traceability
- Visual link from scope → tasks → time → billing
- Baseline vs. current scope comparison
- Change history and audit trail
- "In scope?" instant lookup
7
Status Reporting
- Automated status from project data
- Budget vs. actual dashboard
- Hours burned / hours remaining
- Milestone progress
- Exportable status reports
8
Deliverable Sign-offs
- Deliverable tracking
- Client approval capture
- Sign-off timestamps and history
- Milestone trigger on approval
9
Project Closure
- Closure checklist
- Final budget reconciliation
- Profitability summary
- Lessons learned capture
- Archive and reporting
Module 3
Billing
Turn completed work into collected revenue.
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1Invoice Schedules & Triggers
- Milestone-based billing
- Time-period billing (weekly, monthly)
- Deliverable-based triggers
- Custom schedule rules
- Automatic invoice initiation
2Invoice Generation
- Generate from tracked time
- Include approved change requests
- Line items linked to scope and tasks
- Professional invoice formatting
- Export to accounting systems
3Project Profitability
- Real-time margin dashboard
- Quoted vs. actual vs. billed
- Profitability by project, client, type
- Margin alerts and thresholds
- Historical profitability analysis
Module 4
Client Portal
Give clients visibility without the back-and-forth.
Project Status
- Real-time progress visibility
- Milestone tracking
- Timeline view
- No login complexity — secure link access
Sign-offs
- Pending deliverables for approval
- One-click sign-off
- Approval history
- Comments and feedback
Change Requests
- Client-initiated change submission
- Cost and timeline impact visible
- Approval workflow
- Change history
Billing Status
- Invoice history
- Payment status
- Upcoming billing
- Downloadable invoices
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Module 5
Reporting
Dashboards that tell you what you need to know.
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Resource Utilization
- Billable vs. non-billable hours
- Utilization by person, role, team
- Trend analysis
- Target vs. actual comparison
- Exportable reports
Project Financials
- Budget vs. actual across projects
- Margin status dashboard
- Revenue by project, client, type
- Forecast based on schedules
- Drill-down to project detail
Project Delivery Status
- Portfolio health view
- On-track / at-risk / delayed indicators
- Milestone completion rates
- Early warning flags
- Executive summary export
Platform Fundamentals
The foundation that makes everything work.
Security
- Role-based access control
- Data encryption at rest and in transit
- Audit logging
- Secure client portal access
Integrations
- Accounting system export
- Calendar sync
- Email notifications
- API access (coming soon)
Support
- Onboarding assistance
- Knowledge base
- Email support
- Screen-share sessions available
Ready to See It Live?
Get a personalized walkthrough of ScopeSure, or start exploring on your own with a free trial.
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