Associate documents and scope items

There are multiple ways to associate scope items and documents. The mapping options give you flexibility to map documents and scope items quickly and easily.

You can associate documents to scope items by:

  • Manually mapping many documents to one scope item or mapping many scope items to one document.

    If the Enable Document claiming project setting is set to On, a document can only be mapped to one scope item.

  • Using the Auto map feature.

  • Importing mapped scope items and documents from a template in bulk.

  • Using the Document section of the scope item’s slide-out panel.

Manually associate items

In the Mapping tab, you can use the Map scope item or Map document options to map one to multiple documents to a scope item and map one to multiple scope items to a document. Use the toggle at the top right of the page to switch between the two options.

Map documents to scope items

  1. Click Map many documents to a single scope item at the top right of the page.

  2. Select a single scope item in the Scope items panel, and then select one to multiple documents in the Documents panel.

  3. Click the Map document button in the Documents panel to complete the mappings. The green linked icon will show next to the scope item indicating that it has been mapped.

Map scope items to documents

  1. Click Map many scope items to single document at the top right of the page.

  2. Select a single document in the Documents panel, and then select one to multiple scope items in the Scope items panel.

  3. Click the Map scope item button in the Scope items panel to complete the mappings. The green linked icon will show next to the document indicating that it has been mapped.

Auto map

You can use auto-mapping to quickly map many scope items to documents. If your business process is composed of having the same scope item description with matching document numbers, you can use the auto-mapping feature to map all scope items with documents using one click.

In the Mapping tab, click the Auto map button to quickly associate all scope items to their respective documents when the scope item’s description matches the document number.

Import from a template

You can import associated scope items with documents using an import template. In the Scope Items page, you can use the export feature to export your scope item data to a spreadsheet template.

In the Associate documents tab of the template, you can associate many scope items to documents, and then import them into your project in bulk. You can only map one document to one scope item.

Scope item slide-out panel

In the Scope Item’s page, when you add or edit a scope item, you can associate documents in the Documents section. Click the Documents section, and then click the Document number drop-down field to select the document from the list. You can select multiple documents to associate to the scope item if needed.

Considerations

You must have the required permissions in Engineering for document association.