Page Navigation

In this lesson, you will explore the layout and start to navigate around the application.

To launch the Plan application, you must first open the InEight software in your web browser, using the link provided by your manager or facilitator.

Open the All projects & organizations page from the Main menu.

On the Projects tab you can select any project you are associated with. If your project is not shown on the initial screen, you can search by selecting the Search icon in the top right corner.

When you select a project, it takes you to the Project home page.

From here, you can launch Plan Quantity tracking in several ways:

• Clicking the Quantity tracking Launch application tile

  

• Selecting Plan > Quantity tracking from the left menu

  

• Selecting Plan > Quantity tracking from the second-level drop-down menu for a specific organization or project at the top of the page

  

• Selecting Plan > Quantity tracking from the app launcher icon in the upper-right corner of the page

  

The following steps walk you through launching Quantity tracking using the second-level drop-down menu at the project level.

Launch Quantity Tracking

Overview – Quantity Tracking Home Page (Standard Grid)

Title		Description
1	Actions	Contains available actions for the current tab.
2	Left toolbar	Options to add, edit, bulk edit, delete, copy, and split components.
3	Grid view options	Row density: Lets you change the spacing between rows. View as data blocks: Changes to data block view.
4	Views	Lets you create, save, change and share views.
5	Import, Export, and Save claiming	Options to import and export data to Microsoft Excel. Lets you save claimed quantities.
6	Query options	Filter: Opens the Query builder side panel to filter components. (Clear) Filter: Clears all column filters. CBS tree: Opens the CBS tree to filter by CBS. See CBS tree for more information. AWP filter: Filter associated work packages to quickly find components associated with the selected work packages Clear CBS and user queries: Clears all filters from the Query builder and the CBS tree.
7	Components	Shows components in a table according to the applied query and filters.
8	Results and selection counts	Shows the counts of results and selected components. Choose whether to view selected components or clear your selection

Standard Grid vs Data Block View

The Components page has two separate views: Standard Grid view and Data Block view. By default, the Components page opens in the Data Block view.

Standard Grid view

The Standard Grid view offers a traditional spreadsheet look with rows and columns.

Data Block view

The Data Block view groups columns for a cleaner viewing experience focused on claiming. Data Blocks are covered in more detail in the Data Blocks topic.

Easily switch between the two views by clicking the View as button on the toolbar. 

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URL Filtering

Custom URLs can be generated from a source program, which can be shared as a direct link to Quantity tracking that filters to a specific WBS code.

The exact URL depends on your organization setup but the URL ends with AppPlan/QuantityPlan/QuantityPlanLaunch?projectId=[ProjectID]&WBSPhaseCode=[WBS].

When the URL is accessed, the grid shows with the applied filters and the URL returns to its default value for the Plan Quantity tracking page. The component edit slide-out shows the matching records.

The system will filter the following columns which can be combined when creating a custom URL string:

• projectid (required)

• componentname

• scheduleofvaluesitemid

• wbsphasecode

• area

• segment

• system

• subsystem

• turnover

• percentagecomplete