Edit scope items

In the Scope item page, you can edit a single scope item or multiple scope items in bulk. You must have the permission Edit scope items.

When you select to edit scope items, the Edit scope item dialog box opens and shows the scope item details.

Edit a scope item

Editing a scope item

  1. Select the check box to the left of one scope item and then click the Edit scope item icon in the upper left. The Edit scope item slide-out panel opens.

  2. Edit the fields you want to update.

  3. Click Save or Save and Close.

When you update the Scope item qty on a scope item that has no claiming, the Update scope item qty dialog box will guide you through the process of the update. You have the option to associate the quantity change to InEight Change. For more information, see Update scope item quantities.

Edit scope items in bulk

Bulk editing provides a quick and easy way to update multiple scope items. You can bulk edit scope items and assign WBS codes, teams, areas, and many other scope item values. You can then filter scope items using the updated column fields. For example, when you want to filter scope items to a team or area, you can select the applicable scope items in bulk, and then assign to a team or an area. You can then filter by teams or area to view the scope items. You no longer have to import bulk updates.

When you choose to edit multiple scope items, the Edit scope items dialog box shows. You can select from Scope Item and Resources column values to update the selected scope items.

For example, when you set up a new project and WBS codes have not been assigned to scope items, you can select in bulk the applicable scope items, and then assign WBS codes to the scope items.

If the columns you selected have fields that cannot be updated, a message in red text alerts you that the field is not editable for at least one of the scope items. For example, you cannot edit a locked WBS or a locked claiming scheme.

Click Save to apply your changes.