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How do I extend a project's scope or dates?

(Client article) How to set up, approve, or manage project extensions on Leafr when extra time or scope is needed.

Updated over 5 months ago

This article is aimed at clients. If you're looking for help with your consultant account (for working on projects), please see the 'Consultants' section of the Help centre.

Need to ask the Consultant to deliver more scope, or work more days? Extensions are a common part of consulting work, and Leafr makes the process straightforward. Here's how to request and manage project extensions seamlessly.

Requesting extensions with Consultants

You'll need the consultant to agree to all extensions, but you can raise one yourself with all the details. To do this:

  • Navigate to your Project Dashboard by clicking on your live project

  • Look for the Extend Project button in the top action bar

  • A dialog will open with several fields to complete:

    • Extension Deliverables: Clearly describe what additional work will be done

    • Extension Type: Choose between "Scope Extension" or "Time Extension"

    • Rate: Enter the rate for the extension

    • Extension Cost: Will automatically calculate based on your rate

    • New Project End Date: Select the revised end date for the project

    • Location: Typically set to "Remote" by default

  • When you're done, click Request Extension to send your extension to the Consultant.

  • They will get an email, and in-app notification with the extension details which they can accept or reject.

Consultant extension requests

Consultants can also request extensions when they're on a project. They do this in much the same way - from their own project dashboard. And you'll need to approve it in the same way. When they do this:

  • You'll see a notification on your dashboard

  • Open the extension request to view details including:

    • Extension period

    • Total extension days

    • Day rate

    • Total extension fee

    • Extension scope

  • Choose to Approve or Decline the extension

  • Once you've accepted the extension will be added to your project details

Viewing Active Extensions

Once approved, extensions appear in the Extensions section of your Project Dashboard. You can't edit extensions once they are accepted.

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