Scope items

The Scope items page is the main page of the Engineering module. All individual engineering deliverables are created and tracked as scope items in the grid on this page.

The following table and image give an overview of each section of the Scope items page and what can be performed there.

Overview - Scope items page
Title Description
1 Actions menu

Do any of the following:

  • Configure claiming schemes

  • Configure work packages

  • Configure project values

  • Unlock Budget

  • Role assignment
2 Scope item buttons Add, edit, and delete scope items.
3 View Select, save, rename, and delete views.
4 Upper right toolbar

  • Create query filter – Opens the query builder

  • Import and Export – Import and export sets of data

  • Find – Search scope items
5 Scope items Grid showing scope items and related information organized by columns.
6 Column chooser Select which columns are shown or hidden.
7 Show/Hide claiming steps Shows claiming scheme steps, details, and history. It also lets you claim completion for each scope item.
8 Additional views Choose whether to view all scope items or only those Assigned to Me.

Considerations

You must have the permission View scope items.