How to Use the "New Project and Scope Creation Cheat Sheet" in Contracts Connected

Hello there! We know that creating new projects and scopes in Contracts Connected can be a bit daunting, especially with all the details you need to juggle. But worry not! We've got a handy Cheat Sheet to make this process smoother and ensure you don't miss any crucial information.

What is the Cheat Sheet?

Our Cheat Sheet is a Google Sheet designed to help you gather all the necessary information before you start creating a new project or scope in Contracts Connected. It's a simple yet effective tool to make sure you have everything you need right from the get-go. 

You can access the Cheat Sheet here: New Project and Scope Creation Cheat Sheet. Remember, it's view-only, so you'll need to download it or make a copy to fill it in.

How to Use the Cheat Sheet

For New Projects:

When you're gearing up to create a new project, the Cheat Sheet will guide you through all the necessary details. Here's what you need:

• Project Number (Required)
• Project Abbreviation
• Issuing Office
• Issuing Office Phone
• External Number
• Project Value
• Description
• Awarded Date (Required)
• Estimated Starting Date
• Estimated Completion Date
• Project Stage (Required)
• Project Location Address (Required)
• Project Owner Name
• Project Owner Address
• Project Owner Phone

For New Scopes:

Creating a new scope? Here's what the Cheat Sheet outlines:

• Scope Name (Required)
• Due Date (Required)
• Scope Budget (Required)
• Contract Number
• Work Item/s (Required)
• Unit/s (Required)
• Cost Code/s (Required)
• Amount/s (Required)
• Scope Description (Required)
• Exclusions

Tips for Using the Cheat Sheet

1. Gather Info First: Before diving into the platform, use the Cheat Sheet to collect all the required details. This step saves you time and prevents the hassle of having to pause mid-process to find missing information.

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3. Required Fields: Pay special attention to the fields in bold – these are mandatory for creating projects or scopes in Contracts Connected.

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5. Keep It Handy: Keep the Cheat Sheet open or printed out for quick reference while working in the platform.

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7. All Users Friendly: Whether you're a seasoned user or new to the platform, this Cheat Sheet is designed for everyone.

Remember, the Cheat Sheet is here to make your life easier. Use it as your pre-creation checklist to ensure a smooth and efficient process in setting up your new projects and scopes. Happy project managing!