Actions overview
In the Scope items page, you can perform various actions on an engineering project. The following table provides an overview of each action.
|
Action |
Description |
|---|---|
| Configure claiming schemes |
You can manage claiming schemes as the first step in setting up a project in the Engineering module. Claiming schemes are required to be configured prior to creating a scope item. |
| Configure work packages | Manage work packages in the Engineering or Deliverable package tabs. After a work package is created on a project, it will become available to assign on a Scope Item within the project. |
| Configure project values | Create project values for Segment, Construction commodity, System, Turnover packages, Subsystem, Work classification, Assigned disciplines, and Assigned commodities on a project. You can assign these to scope items. |
| Get FC Remaining MHrs/Unit | You can get the current Forecast Remaining unit rate from Control for the WBS phase codes on the project and calculate the remaining forecasted man hours on the related scope items where the WBS is assigned. Control Integration must be enabled in project settings. |
| Lock and Unlock Scope |
When you initially lock scope on a project, a snapshot is taken of the original quantity for each existing scope item. Cause codes are required for any scope item quantity changes. When unlocked, the OB qty field is editable on all existing scope items. A warning will show when scope is unlocked that reads "Scope is unlocked". |
| Role assignment | Manage role assignments in a project in the Current and Future Assignments tab and view its history in the User Assignment History tab. |
Considerations
You must have applicable permissions in Engineering.