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

resourcing rate-cards admin settings

How to configure project rounding and overtime settings

Update a project's billing period, rounding, and overtime settings

projects billing project-manager project-setup

How to configure workspace defaults

Set the default currency and default allocation status for your workspace

settings resourcing admin onboarding

How to create a client

Add a client record with billing details and a primary contact

clients admin onboarding

How to create a client address

Add a billing or operational address to an existing client record

clients admin onboarding

How to create a client contact

Add a new contact to an existing client record

clients admin onboarding

How to create a project

Create a project for a client and set its manager, budget, and billing period

projects project-manager project-setup

How to create a rate card

Create a rate card for project and SOW pricing

rate-cards admin settings

How to invite a team member

Add a new user to your Scopra workspace and assign their role

team settings admin onboarding

How to manage team members

Update, resend, or archive a team member from the company settings page

team settings admin

How to raise an invoice from timesheets

Create an invoice from approved timesheets in a selected date range

invoices billing finance billing-cycle

How to update company settings

Change your company name, update the default GP threshold, and export company data

settings admin onboarding

User roles and permissions

Understand what each Scopra role can access across settings, delivery, billing, and reporting

permissions settings admin