Mapping

In the Mapping tab, you can manage the association of scope items and documents from InEight Document. You can associate scope items and documents in the Mapping page by:

Manually mapping individual scope items to documents

Using the Map many documents to a single scope item or Map many scope items to single document option. This option is available when the Enable Document claiming project setting is disabled.

Using the Auto map feature to quickly map all scope items and documents that share the same document number in bulk. This option is available when the Enable Document claiming project setting is selected.

You can use other ways to map scope items and documents, such as using a Microsoft Excel template to associate scope items and documents and import them in bulk, and in the Documents section of the scope item’s slide-out.

The image and table below show a summary of the Mapping tab:

	Item	Description
1	Auto map	When both the Enable Document integration and Enable Document claiming project settings are selected, you can use the auto-mapping feature to quickly associate all scope items and documents that share the same scope item description and document number.
2	Map many scope items to single document option	When only the Enable Document integration setting is selected, you can use both the map many documents or map many scope items feature to manually select to map many documents to a single scope item, or many scope items to a single document. You can also use the Auto map feature.
3	Scope Items grid	The left grid shows the project’s list of scope items.
4	Auto hide mapped	Auto hide mapped scope items or documents to filter them out from the grid.
5	Search	Use to search for scope items in the Scope items grid or search documents in the Documents grid.
6	Documents grid	The right grid shows the list of documents synced from Document.
7	Map scope item and Map document Unlink scope items or documents	After making your selection, you can map documents to a scope item or map scope items to a document. After making your selection, unlink scope items or documents.
8	Document sync	Sync existing, new, and updated documents from the Document application. Synced documents will show in the Associated documents page. The Last synced status is shown on the lower right side of the panel.
9	Mapped and unlinked items column	View of mapped and unlinked items. Mapped items show a green mapped icon. Unlinked items show the Unlink icon.
10	Document count Scope item count	In the Scope items grid, the Document count column shows the number of documents mapped to a scope item. In the Documents grid, the Scope item count shows the number of scope items mapped to the document. The number is a hyperlink you can click to open a dialog box that shows the list of associated items.

Item

Description

Auto map

When both the Enable Document integration and Enable Document claiming project settings are selected, you can use the auto-mapping feature to quickly associate all scope items and documents that share the same scope item description and document number.

Map many scope items to single document option

When only the Enable Document integration setting is selected, you can use both the map many documents or map many scope items feature to manually select to map many documents to a single scope item, or many scope items to a single document. You can also use the Auto map feature.

Scope Items grid

The left grid shows the project’s list of scope items.

Auto hide mapped

Auto hide mapped scope items or documents to filter them out from the grid.

Use to search for scope items in the Scope items grid or search documents in the Documents grid.

Documents grid

The right grid shows the list of documents synced from Document.

Map scope item and Map document

Unlink scope items or documents

After making your selection, you can map documents to a scope item or map scope items to a document.

After making your selection, unlink scope items or documents.

Document sync

Sync existing, new, and updated documents from the Document application. Synced documents will show in the Associated documents page. The Last synced status is shown on the lower right side of the panel.

Mapped and unlinked items column

View of mapped and unlinked items. Mapped items show a green mapped icon. Unlinked items show the Unlink icon.

Document count

Scope item count

In the Scope items grid, the Document count column shows the number of documents mapped to a scope item.

In the Documents grid, the Scope item count shows the number of scope items mapped to the document. The number is a hyperlink you can click to open a dialog box that shows the list of associated items.

Mapped documents removed from InEight Document

When mapped documents are deleted in Document, a warning shows at the top of the Mapping page showing the number of documents that no longer exist.