Design tracking stages

Design tracking stages are used to track how scope quantities change throughout the design process. Design tracking stages are created in organization settings and are available to add to all projects in the organization. For more information, see Design tracking stages in organization settings.

You can manage Design tracking stages in the project’s settings (Design > Quantity forecasting > Design tracking stages tab).

By adding a design tracking stage to a project, a field is added to the Quantity Items grid and quantity item slide-out panel. Tracking stages can then be imported into the project.

Steps

You can perform the following actions for Design tracking stages:

Add – Click the Select quantity stage drop-down, select a stage from the list, and then click the Add icon.

Remove - Click the Remove icon to the right. You cannot remove Design stages that have been assigned to quantity items.

Sort - Select the Design tracking stage, and then click the up or down arrows to the right of the table to adjust the position of a Design stage.

Design tracking stages created in organization settings become available to add in the project settings for every project in the organization. For more information, see Design tracking stages in organization settings.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Quantity Forecasting.

You cannot delete Design tracking stages that are assigned to a project.