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Project Scope Templates

By

john

|Last Updated: 08 Oct 2024

How to setup a project scope template to save time when creating estimates.

Using a scope template is a great way to create estimates and setup project fast. 

Steps to setting up a scope template:

  1. To set them up, upload a template
  2. Apply the template in your scope section

Navigate to the scope template from the Resources menu in the left menu bar, then choose a file to upload. Use a spreadsheet or a text document.

To use your new template when creating an estimate, select your template from the options from the scope template menu.

Check out the video below for more details:

Youtube Video - Eano Pro Project Scope Template

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