Design 25.9 Release Notes

This is a preview of the upcoming release. General release is available starting 27-OCT-2025.

• Improved document to scope item association functionality – You can now associate documents from InEight Document to scope items in the scope item slide-out panel, by associating them in a Microsoft Excel template and importing the associations, or using the new Auto map feature. These options give you flexibility to quickly and easily map documents to scope items. Read more

  Scope item slide-out

  In the Edit scope item slide-out panel, you can associate documents in the Documents section. In the Documents section, click the Document number drop-down field, and then select the document from the list. You can select multiple documents to associate to the scope item if needed.

  

  Microsoft Excel template

  In the Scope Items page, you can use the export feature to export your scope item data to a spreadsheet template. In the new Associate documents tab of the template, you can associate documents to scope items in bulk, and then import them into your project.

  

  Auto map

  You can use auto-mapping to quickly map many scope items to documents. If your business process is composed of having the same scope item and document number, you can use the auto-mapping feature to map all scope items with documents using one click. In Associate documents > Mapping tab, click the Auto map button to quickly associate all scope items to their respective documents.

  

• Enable document claiming - A new Enable Document claiming project setting is now available in Engineering that leverages the relationship between scope items and documents in the InEight Document application. This functionality allows the scope managed in Design to earn automated claiming based on the associated document’s status from the document repository in Document. Read more

  When the Enable Document claiming setting is turned to On, Design syncs the document statuses from the project in Document mapped in InEight Platform and the following occurs:

  • A Document status column shows on the claiming scheme.

  • A Claiming tab shows on the Documents page.

  • Design compares the claimed document status on a scope item’s claiming scheme to the associated document’s status to systematically track and progress earned value.

  Document status column

  The new Document status column in the claiming scheme slide-out panel syncs with the statuses set in Document. This allows claiming scheme steps to be directly corelated to your business process workflow for document management.

  The statuses that are available to be selected on a document from InEight Document shows in the Document status field on the claiming scheme in Design. You can click in the Document status field to view a drop-down list of available statuses from Document to select from.

  

  In Document, statuses can be configured for a document that correlates with the progress of claiming steps associated with that status. When the set of claiming steps associated with the status are completed, the scope item automatically progresses to the status set in Document.

  Claiming tab

  You can manage document claiming in the Claiming tab on the Documents page.

  

  In the Claiming tab, you can do the following:

  • Claim items

  • Undo claiming

  • Edit scope items

  • Sync to Document

  • View scope item claim details

  • Customize the Claiming page view using the Column options

  • Go to claiming schemes

  • View claiming scheme steps in Claiming

  • View a summary of associated document details

  • Navigate to view associated documents in InEight Document

  When a scope item is associated with a document, Design does the following:

  • Identifies the scope item claimed status. This is the latest Document status that has been completed on the scope item in ascending order.

  • Identifies the current Document status for all documents associated with the scope item.

    Document’s must have a status that has been mapped to a claiming scheme.

    If multiple documents are associated with a scope item, Design looks for the furthest completed document status of all documents when compared to the statuses on the scope item’s claiming scheme.

  • Identifies a claiming state for each scope item to identify scope item’s that are eligible to be claimed.

  There are four Design claiming states:

  • Pending review – The document status has progressed further than the scope item’s claimed status and is eligible to have progress earned.

  • Pending undo review – The document status has regressed to a state before the scope item’s claimed status and is eligible to have progress undone.

  • Idle – The document status matches the scope item’s claimed status.

  • Error – There is an error with the document statuses, the document to scope item association, or the scope item has a compliance issue preventing claiming from occurring.

  To claim items, select scope items that have a claiming state of Pending review, and then click Claim item to begin the claiming process for the scope item claiming steps.

  In step 1 (Claim items) of the Ready to be claimed dialog box, you can view the selected scope items for claiming.

  

  After confirming the scope item selection, click Next to go to step 2 (Claiming steps).

  In step 2 (Claiming steps), you can view the steps for the scope item to be claimed. Click Save to complete claiming.

  

  After claiming, the scope item claimed status progresses to the status set in Document and the Claiming state now shows Idle.