Associate documents overview

You can associate scope items and documents from InEight Document to support status and progress reporting on deliverables. Go to project > Engineering > Scope Items > Actions, and then click Associate documents to open the Associate documents page.

In the Associate documents page, you can view and manage the Claiming, Mapping, and Summary tabs.

  • Claiming tab – You can progress earned value based on document status.

  • Mapping tab– You can view and associate documents to scope items.

  • Summary tab– You can view a document summary of hours, percent complete, and dates.

Considerations

  • To enable Document integration, you must first set up the project in InEight Platform > Suite Administration > Application integrations.

  • To access the Associate documents feature you must select the Enable Document integration setting for your project in the Engineering Documents tab.

  • To view the Claiming tab, you must select the Enable Document claiming setting for your project in the Engineering Documents tab.