Claiming Scheme Creation

VIDEO | Claiming Scheme Creation

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.

Build a Claiming Scheme

  1. Open your project and go to the Quantity Tracking page.

  2. From the Actions drop-down menu, select Manage claiming schemes.

  3. To place the claiming scheme in a discipline, click on the check box next that discipline in the Claiming Scheme list.

  4. Click the Add icon on the left toolbar. You will now see a claiming scheme setup box.

  5. In the Name field, name your new claiming scheme.

  6. To add steps to your claiming scheme, click Add Steps .

  7. 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.

  8. Click Save.

Import and Export

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.

Import Claiming Schemes

  1. In the top right of the Disciplines and claiming schemes page, click the Import icon.

    • The Select a project to import claiming schemes dialog box is shown

  2. 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.

  3. Click Select.

All of the project's claiming schemes are imported into your project.

There are two methods to export claiming schemes:

  • Export all of the current project's claiming schemes to another project.
  • Select specific claiming schemes and then export only those schemes.

The following Step by Step shows you how to export specific claiming schemes to another project.

Export Claiming Schemes

  1. On the Disciplines and claiming schemes page, select the check boxes next to the claiming schemes you want to export.

  2. Click the Export icon in the top right of the page.

    • The Claiming scheme project export dialog box is shown

  3. 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.

  4. 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.

  5. Click Send.

The selected claiming schemes are exported to the target project.