Guided Scoping Overview

Guided scoping enables estimators to efficiently create estimates by responding to requirements in scoping sessions. This mitigates the risk of variability between estimates, ensuring a more standardized and accurate outcome.

Administrators configure the requirements and their corresponding responses, which are related to a specific estimate product. Estimators then add the estimate product into their scoping sessions, which displays the defined requirements and responses. By responding to requirements, you can efficiently address the predefined requirements during scoping sessions, which results in an accurate estimate.

An estimate and its related records are automatically created to align with the requirement responses, which are defined by actions. For more information about setting up guided scoping, see Setting up Guided Scoping.

The following flow shows how you can use guided scoping to create an estimate.

For more information about creating a scoping session, see Creating an Estimate in a Scoping Session.