Configure claiming schemes

A claiming scheme is a sequence of steps and milestones used to record progress of engineering deliverables called scope items. Steps and milestones are assigned a completion percentage based on the level of effort to complete each step. This lets you progressively track progress as phases of design are completed on a daily or weekly basis.

Claiming schemes are broken out into engineering disciplines, which are set up at the organization level. See Disciplines for more information.

Configuring claiming schemes is the first step in setting up a project in the Engineering module.

To configure claiming schemes, open the Engineering module to the Scope items page, and then click Actions > Configure claiming schemes.

You can add claiming schemes using the following methods on the Configure claiming schemes page:

• Add button – Manually add a claiming scheme in the user interface.

• Copy button – Copy an existing claiming scheme

• Import scope items button

Columns

The following table provides an overview of the available columns in the Claiming schemes page:

Column name	Description
Claiming scheme / Scope Item	Shows the name of the claiming scheme and associated scope items.
Lead discipline	Shows the associated lead discipline. Disciplines are configured in organization settings.
Last modified by	Shows the name of last user who modified the claiming scheme.
Last modified on	Shows the date and time of the last modification made to the claiming scheme.
Claimed?	Shows whether there is any claiming performed on the claiming scheme. When the status is True, claiming has been performed, and you are not able to edit the claiming scheme. When the status is False, claiming has not been performed, and you are able to edit the claiming scheme.
Scope item count	Shows scope items being used by showing the number of scope items associated to the claiming scheme.
Status	Gives you the option to set the claiming scheme status as Available or Unavailable. When set to Available, you can assign the claiming scheme to scope items. When set to Unavailable, you can no longer assign the claiming scheme to scope items. Any scope items that are already assigned to an unavailable claiming scheme will remain assigned and functional.

Considerations

• Scope Items cannot be created on a project without a claiming scheme assigned.

• You must have the permission View claiming schemes.