Open your project and go to the Quantity Tracking page.

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

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

In the Name field, name your new claiming scheme.

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

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.

Click Save.