Project scoping and budget


Pipefy’s Project Scoping and Budget Template is designed to help you manage and keep track of the scoping and budget process, which involve research, costs and approvals which in turn will lead to not only improved and automatized budgets but also client relationship.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Project name
  2. Final scope and budget deadline
  3. Client’s name
  4. Client’s email
  5. Account manager
  6. Project description
  7. Work location
  8. Period of performance
  9. Deliverables schedule
  10. Project standards
  11. Acceptance criteria
  12. Special requirements
  13. Statement of work


  1. Venue research data
  2. Scoping research data
  3. Project complexity

Scoping review

  1. Assign responsible manager.
  2. Was the scope approved?
    • Yes
    • No


  1. Budget evaluation assignee
  2. Inclusion/exclusion checklist
    • Cost 1
    • Cost 2
    • Cost 3
    • Cost 4
    • Cost 5
  3. Final value
  4. Fees and taxes

Budget adjustment

  1. Budget approval
    • Approved
    • New price required
    • Refused (deal lost)
  2. Assign project manager.
  3. New price

Ready to go


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