Update scope item quantity by import

Summary

When you update the Scope item qty field of multiple scope items through the import process after claims have been made, the Update all scope item qty dialog box guides you through adjusting the claiming on any previously claimed steps to reflect the new scope item quantities.

The Update all scope item qty dialog box shows grids of all selected scope items and steps with claiming history. You can export all scope items and claimed steps for additional review by clicking the Export icon in the upper right of the grid.

Considerations

You must have the permission Edit scope items.

Steps

To update scope item quantities by import:

1. Import a file with changes to the quantities for more than one scope item. The import process results in an error.

2. In Import history > Scope item error resolution, click the Update all scope item qty icon at the top of the grid. The Update all scope item qty dialog box opens.

   

3. Select the scope items whose claiming you want to adjust.

   

4. Select a cause code. Optionally, add a note.

5. Optionally, edit the Claim date. By default, it is set to today's date. This claim date is reflected for all steps.

6. Click Next. The Select steps page opens.

   

7. Optionally, edit the Actual Team and Claimed by fields in the grid. By default, these fields are set to the team and user specified on the last claim.

8. Review the changes, and then click Update.

Related links

You can also update scope item quantity manually through the interface. For more information, see Update scope item quantity

Administrators can configure cause codes at the organization level. For more information, see Cause codes (Engineering).