User Resources

Tutorials and User Resources

Short, practical walkthroughs that help designers and their teams get more out of Scope, from your first project to advanced budgeting and client collaboration.

These tutorials are open to everyone, whether you are already a Scope user or evaluating the platform. New walkthroughs are added regularly, so check back as the library grows.

Getting Started

The essentials for setting up your workspace and your first project.

4 min

Welcome to Scope

A quick orientation to the platform, how projects, scopes, and your library fit together.

  • Understand the core building blocks of Scope
  • See how budgets connect to scopes
  • Find your way around the workspace
6 min

Setting Up Your First Project

Create a project, set its parameters, and invite collaborators in a few minutes.

  • Create a new project
  • Add project details and assumptions
  • Invite team members and assign roles
5 min

Navigating Your Workspace

Move between projects, scopes, and your trade library with confidence.

  • Use the dashboard and project list
  • Switch between scopes
  • Pin and search recent work

Building Scopes and Budgets

Turn a design concept into a precise, transparent scope and budget.

8 min

Creating a Scope of Work

Add line items, quantities, and categories to build a clear scope of work.

  • Structure scope line items
  • Group work into categories
  • Apply allowances and contingencies
10 min

Building a Project Budget

Assemble a budget with tiered pricing, trade costs, and contingencies that holds up.

  • Build a budget from a scope
  • Apply quality tiers and pricing
  • Track budget against spend
7 min

Comparing Scopes Side by Side

Create options and versions so clients can choose with full visibility.

  • Duplicate and version a scope
  • Compare options side by side
  • Present tradeoffs clearly

Collaboration and Client Transparency

Share work, collect approvals, and keep clients informed throughout the project.

5 min

Sharing a Scope with a Client

Send a view-only link so clients can review a scope without a full account.

  • Generate a client view link
  • Set what the client can see
  • Revoke or update access
7 min

Tracking Approvals and Revisions

Manage comment threads, approvals, and change orders in one place.

  • Collect client approvals
  • Thread comments on line items
  • Record and price change orders
6 min

Communicating Through Scope

Use notes, flags, and notifications so decisions stay tied to the work.

  • Leave internal and client notes
  • Flag items for follow-up
  • Stay current with notifications

Library and Trade Sourcing

Build a reusable trade library that speeds up every future scope.

9 min

Building Your Trade Library

Add vendors, SKUs, and lead times so sourcing is repeatable and accurate.

  • Add vendors and items
  • Track lead times and costs
  • Organize by category
6 min

Applying Quality Tiers

Use good, better, and best tiers to present clear options across a scope.

  • Define quality tiers
  • Apply tiers to line items
  • Compare tiered budgets
5 min

Reusing Scopes Across Projects

Turn your best scopes into templates and duplicate them for new projects.

  • Save a scope as a template
  • Duplicate scopes between projects
  • Keep templates current

Frequently Asked Questions

Do I need a Scope account to watch these tutorials?+

No. These tutorials are open to everyone, including prospective users evaluating Scope and existing customers learning new features.

Are the tutorials free?+

Yes. Every tutorial in this library is free to watch, with no signup required.

How often are new tutorials added?+

We add new walkthroughs regularly as features ship and as common questions come in. Check back whenever you want to go deeper on a workflow.

Can I suggest a tutorial topic?+

Absolutely. If there is a workflow you would like to see covered, let us know and we will prioritize it for the next batch of tutorials.