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You will now create a claiming scheme in Plan for the erect steel code you created for your module during the InEight Control lesson. By default, the Plan application has a claiming scheme already created for each discipline. These default claiming schemes are all one step claiming schemes and can be modified as needed.
In most cases, you will need multiple claiming schemes for a single discipline. For example, in structural work you will need a different claiming scheme for bolted connections than you will need for erecting light steel. Plan allows for the creation of multiple claiming schemes under the discipline of Metals.
There is a parent-child relationship between the discipline claiming scheme and those added beneath it. Practice by creating a claiming scheme under the discipline that you created previously.
The following step by step walks you through how to create child-level claiming schemes.
Open your project and go to the Quantity Tracking page.
From the Actions drop-down menu, select Manage claiming schemes.
To place the claiming scheme in a discipline, click on the check box next that discipline in the Claiming Scheme list.
In the Name field, name your new claiming scheme.
To add steps to your claiming scheme, click Add Steps .
After creating those steps, rename them, add rule types and percentages.
To associate schedule groups or activity IDs when creating or editing a claiming scheme, select the cells under the Schedule group or Activity ID format columns and select from the drop-down menus
Copy claiming schemes from other projects to bring over the associated account codes, schedule groups, and activity ID formats.
Click Save.
You can import and export claiming schemes between projects by using the Import and Export icons in the top right of the page.
The following Step by Step shows you how to import claiming schemes from another project.
In the top right of the Disciplines and claiming schemes page, click the Import icon.
Select a project from the list.
You can search for a project using the Search bar in the top right.
You can only import claiming schemes from one project at a time.
All of the project's claiming schemes are imported into your project.
There are two methods to export claiming schemes:
The following Step by Step shows you how to export specific claiming schemes to another project.
Click the Export icon in the top right of the page.
Select a project from the list.
You can search for a project using the Search bar in the top right.
You can only export claiming schemes to one project at a time.
Under Claiming schemes to send, choose Selected claiming schemes.
If you choose All active claiming schemes, your selections are ignored and all schemes are exported.
The selected claiming schemes are exported to the target project.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information