Add scope items

Add a scope item

Scope items can be added manually or by importing them in bulk into the Scope items page. To add scope items, you must have the permission Add scope items and have added claiming schemes to associate with scope items. For more information, see Claiming schemes overview.

Adding a scope item

  1. Click the Add scope item icon in the upper left. The Add scope item dialog box opens.

  2. Fill out the following required fields and any optional fields:

    • Description

    • Claiming scheme

    • Scope item UoM

  3. Click Add. The Update scope item qty dialog box opens.

  4. Select a cause code from the Cause code drop-down list, and then optionally enter a note.

    When integrated with InEight Change, you can optionally select the Associate to change issue check box, and then select an issue from the grid.

  5. Click Update.

Import new scope items

Importing lets you add scope items in bulk. All imported scope items that pass validations are added to the Scope items page. The imported scope items that fail validations are added to the Error resolution page. All imports are shown in Audit log > Import history. To import cost items, you must have the permission Import scope items.

Import scope items

  1. On the Scope items page, click the Export icon, and then select Export scope item template. A Microsoft Excel spreadsheet is downloaded.

  2. Complete the fields in the spreadsheet, and then save it.

  3. On the Scope items page, click the Import icon, and then select Import scope items.

  4. Click Browse, and then select the saved spreadsheet.

  5. Click Import. The import status is shown, and then the Import history page opens. If there are any errors, they are shown in the table.

  6. If there are issues, click Completed with issues in the Status column to open Scope item error resolution, and then click the scope item ID to view and resolve issues before saving.