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- Companies: companies (or clients) is a top-level container where we store all of our projects, opportunities, findings, reports and so on relating to a single company.
- Opportunities: the pre-sale phase of service delivery is very important. It's where we capture the necessary scope and information for delivering our projects, defining the commercial agreements and confirming with our clients what is to be done (e.g. statement of work). Canopy's Opportunity module allows us to manage this phase of the delivery workflow.
- Phase scopes:
- Statements of work: a statement of work (soW) is a document sent to a client to confirm to them the key details of a testing. This might include the technical scope, delivery dates and financial information.
- Projects: Canopy organises its main delivery work into projects and phases. Here we explain the key concepts and why there we take this hierarchical approach.
- Phases: Phases in Canopy are used to store the findings, assets, examples (evidence) and other data collected during the delivery. It provides a container for managing this information, which can then be used for reports.
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