Configure claiming schemes

Summary

A claiming scheme is a sequence of steps and milestones used to record progress of engineering deliverables called scope items. Steps and milestones are assigned a completion percentage based on the level of effort to complete each step. This lets you progressively track progress as phases of design are completed on a daily or weekly basis.

Claiming schemes are broken out into engineering disciplines, which are set up at the organization level. See Disciplines for more information.

Configuring claiming schemes is the first step in setting up a project in the Engineering module.

To configure claiming schemes, open the Engineering module to the Scope items page, and then click Actions > Configure claiming schemes.

You can add claiming schemes using the following methods on the Configure claiming schemes page:

• Add button – Manually add a claiming scheme in the user interface.

• Copy button – Copy an existing claiming scheme

• Import scope items button

Considerations

• Scope Items cannot be created on a project without a claiming scheme assigned.

• You must have the permission View claiming schemes.