Ideas for ScopeStack Feature Voting as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. brd_gv8f6ikszxbcvqi 2025-08-25T13:44:17Z sug_vt0clrblexpjvub 2026-04-28T14:49:03Z 2026-05-15T20:44:17Z I am reaching out to see if it would be possible to allow some fields to be updated after the project has been moved to an approved state. We have created 2 user defined fields (ATPO# and ASP Actual Close), that we would like our sales ops team to update during booking, but the fields are greyed out due to the project being in an approved state. sug_acd5xjvgc1vxezq 2026-05-15T20:44:07Z 2026-05-15T20:44:07Z All other columns appear to support sorting, except for these two. It would be helpful to sort by these so we can prioritize our higher revenue projects. sug_a8r1ptnfy0uux98 2026-04-15T16:36:07Z 2026-04-20T17:10:19Z It would be really helpful if we could import services from another scopestack project into an EXISTING ScopeStack project. So not just duplicate, but importing into an already existing project. sug_8gqcm8l9rujnvtn 2026-04-13T18:36:43Z 2026-04-14T10:06:17Z We would like the ability to have an adjustable timer for projects sent for approval. The concept is that we would have a timeout we could set if a project sits in an approval stage that a reminder email be sent to those approvers. sug_uaezr28pjxlyhxu 2026-04-13T18:40:36Z 2026-04-14T10:06:15Z The current "Appoved" email that is sent to the requestor when a project is approved simply states that the project has been approved. Can that be updated to reflect information similar to what an approver sees: Pricing: Revenue, Cost, Profit Additional Info: Length of Project, CRM ID, and other custom fields that are in the Project Overview - Essentially, exactly what approvers receive today. sug_wiqfrri6udss9eo 2026-04-14T02:40:52Z 2026-04-14T10:06:12Z ScopeStack is challenging if you need to produce scopes of work that will need multi-layered text indentations, bulletpoints, etc. It would be nice if you have templates in a Word document that has the format you want, and you could copy/paste that text from Word into ScopeStack, and it preserve the text formatting. sug_ktg3burlkuxpofi 2026-03-31T20:08:44Z 2026-04-06T11:21:50Z When I'm updating CRM from ScopeStack to CW Manage, it would be helpful to attach the document URL (S3?) to the attachments section in CW Manage. sug_eqotisukmvp2ald 2026-03-26T14:38:48Z 2026-03-26T14:38:47Z I have a user who I would like to be able to approve their own projects without having to allow every presales engineer to approve their own projects. sug_dsew9abostehue5 2026-03-11T16:28:02Z 2026-03-11T16:28:02Z I would like to be able to filter my list of professional services by tag sug_dgyehwaz8heqmxd 2026-03-09T10:37:56Z 2026-03-11T16:26:13Z Could you add the ability to hide the financial information from the top of building a project (at least in the services and service description sections) as sometimes we build these with our customers / partners and dont want this visable. sug_du2lihgrmsa1pbx 2026-02-11T19:09:54Z 2026-02-19T19:12:45Z The setup article for Connectwise Manage/PSA integration (https://support.scopestack.io/help/connectwise-manage-configuration-guide) is actually quite vague compared to what permissions are configurable in Connectwise Manage/PSA. ConnectWise has the permissions matrix well documented, and in the pursuit of granting the least privilege necessary to function, it is desirable to grant only the permissions necessary for the integration to function. I realize the documentation is behind a login and am happy to provide a copy of it. https://university.connectwise.com/University/PageView.aspx?short_name=security-roles-matrix sug_zzugot3lxvsczjt 2026-02-16T20:10:01Z 2026-02-19T19:11:28Z Currently, when searching for a service in settings > professional Services, I complete a search (e.g., Implementation), find the correct service, make a change, click the back button to go back to my search results, but then I have to redo the search. If I click "Back," it should take me back to the search results, not start over. It should also retain the page I was on in those search results. This would be a small enhancement but for anyone making edits or adding new services it would be so much nicer. sug_cxk6ypokwg1rcwp 2026-01-30T15:17:05Z 2026-02-16T10:51:08Z It would be helpful to have a way to delete all entries at once or create a blank rate table. Currently, we are changing resource names and need to delete existing entries one by one before importing updated lists. An easier method would streamline this process. sug_rmdvqck8fbbcdhv 2026-01-12T19:38:07Z 2026-01-12T19:38:27Z It would be helpful for our PM/Delivery teams to use the dependency mapping they have already defined in another PSA, within ScopeStack. So this would be a bidirectional sync that adds predecessors and dependencies to the services/subservices within ScopeStack. sug_nlxfnttfyd9quly 2026-01-02T16:11:08Z 2026-01-02T16:11:29Z Currently, I can see a list of contacts associated with a particular client under each client in settings. I want to be able to manage a full list of contacts as a single table with options to view attributes of that contact as columns. I would also like to be able to export this list as a spreadsheet. sug_rst6ufojaverlkk 2025-11-21T20:52:22Z 2025-11-21T20:52:53Z I would like to be able to setup multiple callback URLs per Client ID and Secret. Right now, ScopeStack only supports a single Callback URL per client ID and secret. sug_yomzkferdavinpe 2025-11-20T18:56:49Z 2025-11-21T20:52:54Z Currently, ScopeStack displays product UDF fields and values in settings, but the fields are not displayed or editable on a project. I would like to edit them just like any other UDF sug_ng38swrtrxc7fpg 2025-11-07T17:08:42Z 2025-11-10T02:06:44Z The ability to sort the Project Locations listed in Service Locations is a much needed feature. The default sort on generation is service location then services. Would be much easier if we were able to sort the project locations vs removing and adding them in the order needed. sug_9wbon9asskjeoip 2025-10-22T13:59:10Z 2025-10-27T09:33:31Z We need the ability to export a CSV of the Blueprint (Same format of what is used to import) so we can use it for Work Breakdown Structure sug_9gjpmv0hziaahwl 2025-10-07T14:27:54Z 2025-10-07T14:30:25Z When you create a survey of say: How many users? Your variable ends up being qtyusers. If you had a service description say: "Deploy to qtyusers users" qty: qtyusers hours: 1" Then upon export it would display: Deploy to 21 users 21x 1 hour. Allowing for a more dynamic expression of data output. sug_oaa7rnxgl3pae7v 2025-10-03T21:39:37Z 2025-10-06T13:21:09Z The new LOE form says "TOTAL EXPENSES (from Expense Calculation Tab). There's no longer an expense calculation tab. The LOE form no longer gives you the details of the expense calculations. PMs might find this information useful (such as, how many hotel days or flights were planned for) as part of the LOE form. sug_6at8rmqafklbcse 2025-10-03T20:30:28Z 2025-10-06T09:50:54Z As a user I expect the list of available document types shown when generating a document from within a project to be shown in alphabetical order. sug_7jaotsmnnxerol0 2025-09-24T18:26:36Z 2025-10-06T13:19:08Z Today you can drag and drop the order of services on the services page, but the changes don't persist. You have to change the services order under "Manage Phases". Suggestions: 1. Remove the ability to drag and drop services order on the services page 2. Make it clear with a save button or at least a popup saying it's saved, when you change order on the 'manage phases' page. sug_hoa33leylnr6vsp 2025-09-24T17:11:54Z 2026-05-29T14:14:35Z We would like the ability to create templates for specific project types. We use blueprints, but they do not provide controls over other areas of a project, like governance items. This could even be accomplished by having governance as an option in the Blueprints. But having the ability to create top level project templates would be far more flexible. sug_jvrshxp5nlxwxj2 2025-09-22T19:06:58Z 2025-10-06T17:17:34Z General users are logging into ScopeStack to create/update/review projects only and it will be beneficial for them to land on the Projects page when logging in to minimize number of page clicks. sug_gwvecpxrw6emzbr 2025-09-11T17:05:44Z 2025-09-11T17:08:30Z When buidling projects with multiple locations and multiple/same services, if entering data into language field tabs, it is difficult to discern which location you are adding specific information to. Most locations will have specific language field data to the location. Adding the location displayed when viewing the language fields would help. sug_s9wfzsoulqjhv7x 2025-09-11T17:02:33Z 2025-09-11T17:08:33Z On the services page, it would beneficial to be able to sort by Location for instance, and then even better is multi-sort on multi-columns. When using many locations, the services tend to get jumbled about and makes data entry somewhat cumbersome. sug_f6nogqlt1x2wzb6 2025-09-09T17:35:45Z 2026-05-29T14:03:21Z We’d like the ability to create services that are limited to use within blueprints, with an option to hide them from general availability. sug_wh0pj7zcgnazp9v 2025-09-08T15:43:49Z 2025-09-08T16:24:12Z I have several projects where there are multiple locations where travel needs to be included per location. The ability to assign travel per location would be a fantastic add. sug_yaaev5ccwavisan 2025-08-26T19:44:20Z 2025-08-27T18:12:53Z Currently products can only be set with a billing frequency of one time, I would like to see the ability to show any products quantity, monthly and yearly commit. sug_k0wq9xftbi1eqle 2025-08-21T20:07:43Z 2026-05-29T14:20:13Z The Governance page should show the hours at the same resolution as the PS Pricing page. (that is, if there are 10.75 PM hours, it should show 10.75, not 10.8 on the Governance page) sug_byyrp8fhxzrmomx 2025-08-21T18:00:26Z 2025-08-21T20:39:58Z Currently, there isn't a way to apply project governance to a specific business unit or line of business. Project governance is applied to ALL projects at this time, but I can see the need to apply different PG policies to different business units. sug_iaqpkoaqedvdyto 2025-08-08T13:57:37Z 2025-08-08T14:02:42Z A quick fix is to have the system auto-add the project name to the subject line by default if it's sent from a project. I'd like to customize the message sent with a survey and be able to include variables like the project name if it's being sent from a project or a custom message per invitation. sug_3drwec21iupi5wg 2025-08-07T21:41:53Z 2025-08-08T00:50:10Z For our account, there is a clear most common document template we generate, but I have to go select it every time. I would prefer if we could set a default document template for our account that would be automatically selected when I click the generate button. sug_9sbfywzcvqgeqpc 2025-08-07T21:39:04Z 2025-08-08T00:51:25Z It is unclear whether there is detail given on the overall pricing page. To see the "+" to expand the field and see the details, you have to hover over the field. sug_3oxfumzmloumwer 2025-08-07T21:35:42Z 2026-02-24T16:28:51Z Would like to be able to add a custom resource with its own cost and hourly rate (such as a contractor or vendor). sug_uwhqxqskm4xajfk 2025-08-07T21:21:06Z 2025-08-12T18:48:25Z I would like to see the effective PM% on the revenue line on the top of the page. Right now the only way to see effective PM% is to generate the LOE. sug_cv3m9ff1o6unhc3 2025-08-07T21:18:47Z 2025-08-08T00:47:18Z When you create a new project, it adds you to the teammate field at 0%. The creator should by default be 100%. Every time I create a project, I have to set myself to 100% manually which is an extra step. sug_2xtxcng4kkmhf1j 2025-08-07T17:33:09Z 2025-08-07T17:44:52Z Put in place an Error Warning when deleting a Resource that is assigned to a Service and/or Project Governance item? The warning should let the user know the Resource thy are attempting to delete has assignments and cannot be deleted until the assignments have been removed; and then not allow the users to continue with deleting the resource. sug_6ymfrmo2chkkyum 2025-08-07T17:05:50Z 2025-08-07T17:11:45Z The Pricing>PS Pricing tab allows a user to view the pricing breakdown for the following service levels; can this same breakdown be applied for the Pricing>Third Party Pricing? By LOB By Phase By Service sug_9brhdaoxr1wfb6y 2025-08-07T16:44:13Z 2025-08-07T17:11:36Z Would like a search/filter capability on the Settings>Client module. sug_nsdoa9cou6ut0by 2025-08-07T16:43:26Z 2026-05-29T14:27:04Z Would like the ability to export users and clients. We have a quarterly SOX review that requires an updated listing of all users to be exported for the review process. sug_hh5au37szi44yj4 2025-08-07T02:29:30Z 2025-08-07T11:43:45Z We would like the governance value apply to a Professional service. IE if a project management governance is calculated at 20% of total effort, then that 20% of the effort is applied to a specific professional service item (eg called Project Management) so that the PM budget is clear within the PSA when imported sug_vvnybmyxacwjczi 2025-07-31T14:23:07Z 2025-07-31T14:27:59Z I have a survey that has multiple sections. In the first section, I have questions that reveal new sections depending on the answer. Those new sections contain more required questions downstream. If I change my answer to the first question, I want the platform to hide and not require the downstream required questions. sug_a4nwmyks3xtrmyf 2025-07-31T12:48:16Z 2025-07-31T13:41:14Z Be able to select a previous version of a project and review what was in project without having to restore it to active. The current summary available is hard to read and may contain hundreds of entries with no search capability. I'd like to have a view option where you can see the previous project version and click through the sections as you can with the active version. As we rescope projects, it would be helpful to see what we've done previously in case we want to re-incorporate it back into the project in parts. Or for approvers to see what something used to before changes. sug_jwz4009luqn8bfv 2025-07-28T19:38:35Z 2025-07-31T14:28:13Z We frequently work with customers who request multiple pricing options within a single Service Estimate SOW. Currently, there’s no straightforward way to present these options, such as high, medium, and low within the platform. As a result, we often have to provide this level of detail separately, outside the system. sug_cze5upyy6udj0d9 2025-07-28T14:03:35Z 2025-07-28T17:13:11Z We would like the ability to go through the project list and mark multiple projects as WON or LOST at once. sug_nxzggwvgpijsnfs 2025-07-25T21:51:58Z 2026-02-24T16:14:29Z When suggesting ("Submit to Settings") updates to a Standard Service, the current options are either "Archive" (which archives the entire Standard Service which is never a good choice) or accept the updated version. And the proposed version is a combination of the original and the updated version. It would be great to be able if: 1. The "Pending" version is only based on the actually submitted version for the specific project 2. One can reject the update(s) and keep the current service unchanged 3. One can decide to create a new Service and not update the existing one. sug_dtxphjhnkvwesjg 2025-07-24T14:54:13Z 2025-07-24T15:29:57Z We have a few questions that could benefit from a little bit of extra information or caution. It would be great to have a function where we can add a small message that pops up as a tooltip when the answer box is selected, or smaller text underneath the main question, or a superscript notation that cites text at the bottom of the survey, or whatever the solution ends up being. e.g., a service we offer is security testing of wireless network infrastructure; most of this can be done remotely, but there are a couple of survey options that require an on-site visit and associated T&E. We can currently mention this in the survey section description, but it looks a bit messy and might be missed. sug_2ey0ysd4wapiqyb 2025-07-23T16:25:09Z 2025-07-23T16:28:02Z Some forms need a save button to be hit before saving - other's save automatically. It would be nice to have consistency throughout.