From data chaos to crystal clarity
ScopeOps transforms how you manage portfolios. Import your data, organize it effortlessly, and get insights instantly.
From Upload to Portfolio Clarity in 5 Steps
AI-assisted scoping, resource planning, and portfolio intelligence—all governed and human-approved.
Upload Spec or Start Wizard
Upload any document—Excel, RFP, Word doc—or launch the guided 7-step AI Scoping Wizard. ScopeOps accepts messy inputs and begins intelligent extraction immediately.
AI Extracts Requirements & Quality Checks
AI reads your document, extracts the requirement hierarchy (Theme → Epic → Requirement), suggests acceptance criteria, identifies risks and constraints, and builds a structured baseline—all with human review at each step.
Approve Baseline → Auto-Create Project
Review AI suggestions, refine as needed, and approve your baseline. With one click, ScopeOps converts it into a live project with work items, WBS structure, and full traceability—zero context loss.
Allocate Teams → Check Capacity → Resolve Conflicts with AI
Assign teams and roles to your project. ScopeOps calculates capacity vs demand, detects conflicts, and the AI Resource Advisor suggests optimal allocations and rebalancing strategies across your portfolio.
Monitor Portfolio KPIs
Track delivery with persona-aware dashboards: • Executives see team-level capacity & bottlenecks • PMOs see portfolio-wide demand trends & readiness • PMs see role-level allocation & project KPIs All with real-time updates and AI-powered insights.
Experience the complete ScopeOps workflow—from AI-powered scoping to portfolio-wide capacity intelligence.
Assist Anywhere
(Advisory + Product Support)
Open Support AI from any page to get context-aware help, run validators, or follow guided workflows. Advisory supports planning; Product Support helps with setup and troubleshooting.
Define & Baseline Scope
Before anything else, establish what you're building. Upload your scope document and let AI extract requirements, generate a structured delivery plan, and create your first baseline—Scope V1.
AI Extraction
Upload docs, AI extracts scope
Version Control
Create baselines (V1, V2, V3...)
Upload or Sync
Start by importing your existing project data. ScopeOps accepts Excel files or can connect directly to your SharePoint for automatic synchronization.
Excel Import
Upload .xlsx files directly
SharePoint Sync
Automatic data sync
Drag and drop your Excel file
or click to browse
Organize Effortlessly
Use the Composer to structure your work item hierarchy. Drag and drop to reorganize, edit inline, and let Smart Rollups handle the calculations.
- Visual hierarchy builder
- Drag-and-drop reordering
- Inline editing for quick updates
- Smart Rollups for automatic status
Get Insights Instantly
See your entire portfolio at a glance. Dashboards show health metrics, milestones highlight key dates, and signals warn you of potential issues.