Project categories

In addition to sales projects, Scopevisio offers various other project types for project organization in your company - this facilitates structuring, quick access to content and ultimately processing. The various project categories are briefly presented here.

Sales projects

Scopevisio sales projects are created from the main function Sales under the main function element Opportunities and are an instrument for managing sales along the sales pipeline. They make it possible to map several sales processes for one and the same contact in parallel.

Customer projects

Customer projects belong to the main function Projects and are the default setting for new projects to be created. They grant different views of a project and therefore represent two different roles: Execution and billing. Different information is relevant for these two roles.

For a customer project, you can select sales order, delivery, order processing, order processing and service provision as the project type.

You can find out how to create a customer project or projects in all the following categories here.

There are no specific roles for the investment, development, consulting, organizational, social and other project categories. The distinction is only used for better structuring and to facilitate billing.

The non-specific project type Other is available in all categories.

Investment project

In an investment project, the focus is on property, plant and equipment. Financial resources are converted into tangible fixed assets.

You can choose between the following project types: Construction, Production, Information Technologies and Rationalization.

Development project

A development project is usually created in the area of research and development. It serves to expand the current state of research and to gain new, as yet unavailable knowledge.

Select this project category to create a project from the following areas: Research & Development, Innovation, Project or Production Development.

Consulting project

With a consulting project, services can be planned and billed according to their specific characteristics.

The project types agency, management consultancy, tax consultancy and financial consultancy are available for this project category.

Organizational project

An organizational project deals with the organizational and/or operational structures of an organizational unit.

The project types available for this are organizational development, strategy, quality, training and further training and outsourcing.

Social project

In a social project, you can create projects in the areas of culture, company events and social commitment.

Other project

You classify projects that do not fit into any of the other categories as other projects.