Drafting a Project Scope: A Step-by-Step Video Tutorial

Modified on Wed, 28 Feb at 12:07 PM

Unlock the key steps to drafting a comprehensive scope for your subcontractors within any project using our Contracts Connected platform. This video tutorial guides you through the process of creating a project scope, ensuring clarity and precision in your project's requirements and expectations.




Video Overview:


From accessing your project list to adding and detailing a new scope, this guide provides a clear walkthrough. Learn how to select the appropriate project, navigate to the scope section, and input all necessary details to prepare a scope that outlines project specifications, subcontractor assignments, and document requirements.


Key Steps for Drafting a Scope:


  • Accessing Your Project: Starting from the dashboard, navigate to the 'Projects' section and select the project you're working on.
  • Adding a New Scope: Utilize the 'Add Scope' button within the project to initiate the drafting of a new scope.
  • Filling in Scope Details: Enter all pertinent details, such as scope name, selected subcontractor, project scenario, office location, subcontractor license, and contract type.
  • Selecting Initial Documents: Choose the appropriate contract documents to accompany the scope, ensuring all necessary paperwork is prepared and aligned with the project's needs.
  • Setting Budget and Schedule: Define the scope budget, due date, contract number, and detailed work items, including internal budget and quoted internal costs.
  • Describing the Scope: Add a comprehensive scope description, any exclusions, and additional fields required for the contract or document.


Why Drafting a Scope Matters:


Creating a detailed project scope is crucial for:


  • Ensuring all project participants understand their roles, responsibilities, and the project's requirements.
  • Facilitating clear communication and expectations between your company and subcontractors.
  • Streamlining project management and subcontractor engagement through well-defined tasks and deliverables.


Conclusion:


This video tutorial equips you with the knowledge to draft effective project scopes, setting a clear path for project execution and subcontractor collaboration. By following the outlined steps, you can ensure that every project scope you create is comprehensive, detailed, and tailored to meet the specific needs of your project.


Dive into the video now to enhance your skills in drafting project scopes and take your project management to the next level.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article