In this article, let's go over how you can add and edit your offerings with the project shaper.

Adding an offering: 


  1. Click on the green Add Offering button on the bottom left side of the page.
  2. From there, you can select one of the offerings that you made via settings or create a custom offering. For more information on creating a templated service offering, check out the Service Offerings article.
  3. Once you select an offering, you will be able to adjust the offering period and name on the pop-up screen.
  4. Click Save
  5. Repeat steps 2 – 4 until you have all of your offerings added, and then click Save to Project.

Editing an offering in the shaper:

Simply hovering over the offering in the left column gives you a few different options for editing your offering:


  1. Move the offering up or down
  2. Change the title of the offering
  3. Duplicate the offering
  4. Delete the offering

    Note: You can not delete an offering that has a timesheet connected to it

  5. Add a role to the offering

For more information on adding a role to an offering, check out the article, Adding, Editing and Removing Roles.

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