"Scope of Work" is a detailed outline of how the project will be executed. The scope of work typically includes deliverables, project tasks, timelines, milestones, resources involved, and reporting and communication.
On Cloud, you can use D-Tools AI to generate a preliminary draft of the scope of work. You can choose from 3 distinct themes and later add more details to the AI-generated scope of work if needed.
Check out this article for more details.
You will need to add at least one item (product) to the quote, with a system associated with it, to generate the scope of work using D-Tools AI.
To add the scope of work using D-Tools AI:
1/ Go to "Overview > Scope of Work" in the Quote Details view.
2/ Do one of the following:
If you have set a scope of work as the default under "Settings > Quote > Scopes of Work," you will see the text for the scope of work here. Click the "D-Tools AI" icon in the top-left corner of the Rich Text editor.
If you have set a scope of work as the default, click the "D-Tools AI" icon or click "Create Draft."
3/ In the modal, click the theme you want to use.
D-Tools AI will take a few seconds to generate the scope of work. The wait time depends on the number of items in the quote.
4/ If you want to try out another theme, click the D-Tools AI icon, and you will see the modal to choose the theme.
5/ Once the draft scope of work is generated, you can update it as follows:
Add other details such as timeline, milestones, and resources
Format the scope of work using the formatting options seen in the editor
Insert snippets by clicking the Snippets icon in the editor
6/ You can also do the following to manage the scope of work.
Revert to using a scope of work you have manually added under "Settings > Quote > Scopes of Work," by clicking the "Scopes of Work" icon in the editor.
Delete the scope of work text from the editor by clicking the "Delete" icon in the editor.
7/ Once you have made the updates, click "Save" to save the scope of work text or click "Discard changes" to revert the text to the one you previously saved.
You will always see the scope of work text you last saved in the Scope of Work section of the proposal.
If you add, delete, or update products in the quote, you will need to re-generate the scope of work.