Edit scope items

Edit a scope item

When you select to edit a single scope item, the Edit scope item slide-out panel opens and shows details about the scope item.

Section	Description
Summary	Shows basic details of the scope item, including: ID – This field is automatically populated. Description - Must be unique. Claiming scheme – Must be set up on the Configure claiming schemes page. Scope item qty and UoM – If an account code set in enabled for the project, the UoM must match the UoM of the resource type’s associated account code in the Resources tab, which is automatically populated after you select a claiming scheme. Scope item UoM must also match WBS phase code UoM to claim progress. Lead Discipline – This field is automatically populated based on the claiming scheme. OB qty – This field is initially populated by the Scope Item qty field when the budget is locked. It is not editable but is shown for tracking purposes. If you edit the scope item qty, you must enter a reason to explain the difference. See Update scope item quantity for more information. Deliverable qty and UoM – The quantities and units of the design deliverables, such as sheets. Deliverable package – You can use this field to group your scope of work. Engineering work package – This field can be used to group your scope of work separately from deliverable packages. For example, you might group multiple deliverable packages under one engineering work package. Scope lock – You can lock the scope item and prevent further claiming. A yellow warning icon shows that claiming is disabled because the scope item is locked. You can lock or unlock a scope item at any time during the process. Project values - Project values are standardized data configured in InEight Platform. For more information, see Project values in Scope items.
Resources	Shows the resources assigned to the selected claiming scheme so you can know what percentage of scope needs to be done by each resource. For more information, see Scope item resources.
User defined	These are free-form text fields with a maximum of 250 characters each.
Dates	Actual start dates are an aggregated value based on the claim date that you specified when beginning claiming. The Actual start date is based on the project setting for Dates. For more information, see Dates.
Documents	When integrated with InEight Document, the Documents section shows documents associated with the scope item. For more information, see Associate documents.
Issues	Shows a distinct list of issues associated to the scope item. For more information, see Change integration.

Section

Description

Summary

Shows basic details of the scope item, including:

ID – This field is automatically populated.
Description - Must be unique.
Claiming scheme – Must be set up on the Configure claiming schemes page.
Scope item qty and UoM – If an account code set in enabled for the project, the UoM must match the UoM of the resource type’s associated account code in the Resources tab, which is automatically populated after you select a claiming scheme. Scope item UoM must also match WBS phase code UoM to claim progress.
Lead Discipline – This field is automatically populated based on the claiming scheme.
OB qty – This field is initially populated by the Scope Item qty field when the budget is locked. It is not editable but is shown for tracking purposes. If you edit the scope item qty, you must enter a reason to explain the difference. See Update scope item quantity for more information.
Deliverable qty and UoM – The quantities and units of the design deliverables, such as sheets. Deliverable package – You can use this field to group your scope of work.
Engineering work package – This field can be used to group your scope of work separately from deliverable packages. For example, you might group multiple deliverable packages under one engineering work package.
Scope lock – You can lock the scope item and prevent further claiming. A yellow warning icon shows that claiming is disabled because the scope item is locked. You can lock or unlock a scope item at any time during the process.
Project values - Project values are standardized data configured in InEight Platform. For more information, see Project values in Scope items.

Resources

Shows the resources assigned to the selected claiming scheme so you can know what percentage of scope needs to be done by each resource. For more information, see Scope item resources.

User defined

These are free-form text fields with a maximum of 250 characters each.

Dates

Actual start dates are an aggregated value based on the claim date that you specified when beginning claiming. The Actual start date is based on the project setting for Dates. For more information, see Dates.

Documents

When integrated with InEight Document, the Documents section shows documents associated with the scope item. For more information, see Associate documents.

Issues

Shows a distinct list of issues associated to the scope item. For more information, see Change integration.

Editing a scope item

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.
Edit the fields you want to update.
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 quantity.

Edit multiple scope items

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 select 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.