Handle shifts in the project as they come by quickly responding to and accounting for scope changes while avoiding team burnout for unexpected additions to the scope.

The platform helps you adapt to project changes by making it easy to:

Manage your Project Overview Tab
Edit your scope in real-time
Adjust the service or phase due dates
Manage your team

Manage your Project Overview Tab:

Within the project overview tab, you can manage all aspects of your project. From your proposal and invoices to your clients and key project dates, the proposal overview tab is the easiest way to navigate your project changes.

Screenshot of the project overview tab in a project

With the calendar feature, you can easily make changes to your project on any chosen date and perform actions such as adding an invoice, recording a payment, or adding project status updates like marking the project as won or completed. If the date chosen has an event on it, you will see it listed below the calendar as shown in the picture above and you can add an event by clicking on the plus sign. If the date has no event on it then you can add one simply by selecting the add button.

Example of a calendar in the project overview tab with no event on a selected date and how to add an event

To learn more about how you can manage your project from this page you can also visit our detailed Project Overview Help Center article.

Edit your scope:

To edit your scope from the proposal tab, select the edit proposal button.

Screenshot of the proposal details page and how you can edit your proposal

Visit this article for a complete guide on how to edit your scope.

Adjust due dates:

From your Proposal tab, select “edit proposal” and scroll down to your scope of work. Select the "due date" field of the specific service you'd like to update. Select the date from the calendar, this will automatically be changed for your project.

screenshot of the scope of work in your proposal builder page and how to update the due date of your services

Re-assign Roles:

Once you're back in the proposal builder, scroll down to the scope of work and, navigate to the service that you'd like to re-assign. Delete the current role and either type or scroll through the list to re-assign the role to that service. Any changes made will automatically update the project.

screenshot of the scope of work in your proposal builder page and how to assign a role to your services

Manage or add team members:

Viewing and managing your team just got easier! Scroll down to the Team section of the Budget tab of your Project to view, add, edit, or pay out your teammates.

Screenshot of where you can manage or add teammates on your project from the budget page on a team project

Need to add a new team member to work with you on your project? It's simple; when you select the “+ add teammate” button, you will be able to add a teammate to your project. You will have the option to work with someone you know or find a new partner from Wethos’ extensive network of freelancers. An invitation will be sent out to the partner of your choosing. Learn more about how you can add a teammate to your project HERE.

Within this section, you will also have the ability to manage your team, adjust your teammates’ pay as needed, payout your team, or delete a teammate from your project. By selecting the ellipse next to the teammate’s name you will have a few options depending on the status of your teammate. If your teammate hasn’t accepted the offer for your proposal, they will remain in a pending status until they accept and you can remind them by resending the invite. If you decide to uninvite them, they'll receive a notification that the invitation has expired.

Learn more about how you can pay your team for their work in our detailed Help Center article HERE.

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Manage your Project Overview Tab:

Edit your scope:

Adjust due dates:

Re-assign Roles:

Manage or add team members:

Still have questions? We're happy to help!