Video - InEight Design - How to Claim Progress

TRANSCRIPT

Welcome to InEight Design. This video demonstrates the ways to claim progress on scope items In the engineering module, in InEight Design. There are two ways to claim within the system. The first way is to navigate to a scope item and click the arrow to expand it.

You can see all the steps necessary to complete the scope item. You can select here to complete a step. On partial claiming steps, you can choose to enter a partial quantity or claim quantity percent to partially earn progress on this step. You can also scroll to the bottom of the scope item to see the percent complete.

The second way to claim is to import claiming. Make sure you select a scope item, click the export button, then export claiming. This will download an Excel file with all the steps available to claim on. Once you've filled out the steps, save the file, then back in the system, click the import button, then import claiming.

This will update the steps in the system. If Control integration is enabled, the earned quantity will automatically flow to the associated WBS phase code in Control, as seen here. To view the claiming history of a scope item, you can click the history tab within a scope item. You can also navigate to the audit log tab, then claiming history.

It will show all the steps within the system that have been claimed on. Well, that's a quick overview of the main organization and project settings for the engineering module in InEight Design. Thanks for watching.