Add a scope item

You can add a scope item manually in the Scope items page. The Add scope item slide-out panel contains the following sections as shown in the image and table below:

Section Description
Summary

Shows basic details of the scope item, including:

  • ID – This field is automatically populated.

  • Description - Must be unique.

  • Claiming scheme – Must be set up on the Configure claiming schemes page.

  • Scope item qty and UoM – If an account code set in enabled for the project, the UoM must match the UoM of the resource type’s associated account code in the Resources tab, which is automatically populated after you select a claiming scheme. Scope item UoM must also match WBS phase code UoM to claim progress.

  • Lead Discipline – This field is automatically populated based on the claiming scheme.

  • OB qty – This field is initially populated by the Scope Item qty field when the budget is locked. It is not editable but is shown for tracking purposes. If you edit the scope item qty, you must enter a reason to explain the difference. See Update scope item quantity for more information.

  • Deliverable qty and UoM – The quantities and units of the design deliverables, such as sheets. Deliverable package – You can use this field to group your scope of work.

  • Engineering work package – This field can be used to group your scope of work separately from deliverable packages. For example, you might group multiple deliverable packages under one engineering work package.

  • Scope lock – You can lock the scope item and prevent further claiming. A yellow warning icon shows that claiming is disabled because the scope item is locked. You can lock or unlock a scope item at any time during the process.
Resources Shows the resources assigned to the selected claiming scheme so you can know what percentage of scope needs to be done by each resource. For more information, see Scope item resources.
User defined These are free-form text fields with a maximum of 250 characters each.
Dates Actual start dates are an aggregated value based on the claim date that you specified when beginning claiming. The Actual start date is based on the project setting for Dates. For more information, see Dates.
Documents When integrated with InEight Document, the Documents section shows documents associated with the scope item. For more information, see Associate documents.
Issues Shows a distinct list of issues associated to the scope item. For more information, see Change integration.

Adding a scope item

  1. Click the Add scope item icon in the upper left. The Add scope item slide-out panel 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 shows.

  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.

Considerations

  • To add a scope item, you must first add claiming schemes to associate with the scope item. For more information, see Configure claiming schemes.

  • You must have the permission Add scope items.