Documentation
Scopra documentation. Project management, resourcing, timesheets, and billing.
Step-by-step guides for setting up your workspace, managing client work, allocating resources, and keeping billing accurate.
Articles
Start with the most common setup tasks and build from there.
How to add project roles
Create project roles for allocations, rate cards, and budgets
How to configure project rounding and overtime settings
Update a project's billing period, rounding, and overtime settings
How to configure workspace defaults
Set the default currency and default allocation status for your workspace
How to create a client
Add a client record with billing details and a primary contact
How to create a client address
Add a billing or operational address to an existing client record
How to create a client contact
Add a new contact to an existing client record
How to create a project
Create a project for a client and set its manager, budget, and billing period
How to create a rate card
Create a rate card for project and SOW pricing
How to invite a team member
Add a new user to your Scopra workspace and assign their role
How to manage team members
Update, resend, or archive a team member from the company settings page
How to raise an invoice from timesheets
Create an invoice from approved timesheets in a selected date range
How to update company settings
Change your company name, update the default GP threshold, and export company data
User roles and permissions
Understand what each Scopra role can access across settings, delivery, billing, and reporting