As a project administrator, you can enable InEight Control integration and functionality for your project in Settings > Engineering > Control settings tab.
The setting is set to On by default for all new projects. The setting can only be updated when no scope items exist on the project. The setting is locked once a scope item is added on the project. All scope items must be deleted to update the setting.
When the Enable Control Integration toggle is set to On, a WBS code must be assigned for each Resource Type on a scope item to enable claiming on the scope item. This allows for WBS phase codes to be assigned to scope items. Also, scope item’s steps are claimed and synced with Control to track the quantity completion progress on the associated WBS phase codes.
The Get TC Remaining MHrs/Unit action is also made available. For more information, see Actions overview in the Engineering module.
When the Enable Control Integration toggle is set to Off, the WBS assignment is not needed to enable claiming on a scope item. Claims made in Engineering are not sent to Control. Also, all WBS related columns and fields are hidden.
You can configure whether to allow claims to exceed the forecast TO quantity in Control. When the Allow claims to exceed Forecast TO Qty in Control setting is set to On, Design validates whether any claims exceed the remaining Forecast TO quantity on the associated WBS in Control. A warning banner is shown to indicate that a claim exceeds the forecast TO quantity in Control before sending the claim to Control.
When set to Off, Design will not allow any claim to save when it exceeds the remaining Forecast TO Qty on the associated WBS in Control. A warning banner is shown to indicate that the claim exceeds the remaining Forecast TO Qty.
The Allow claims to exceed Forecast TO Qty in Control setting shows only when the Enable Control Integration setting is set to On. Otherwise, the setting will be hidden. This setting is set to Off by default and can be set to On at any point during the project. The setting will apply to the claims thereafter.
You can select to calculate planned man-hours using CB MHrs/Unit or CE MHrs/Unit from Control. The planned man-hour setting gives you flexibility to manage how planned man-hours are calculated.
When the CE MHrs/Unit option is selected, the planned man-hours are calculated using the CE unit rate from Control. When CB MHrs/Unit is selected, the planned man-hours are calculated using the CB unit rate from Control.
You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Engineering.
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