Video - InEight Plan - Data Block Claiming

TRANSCRIPT

Welcome to InEight Plan. In this video, you'll learn how to claim in the Data Block view using Percentage complete or To-date installed quantity at the component level. This is also known to some users as "quick claim." From the Data Block view, select the Query icon.

Begin the query by selecting your column, the operator, and the value. Then click Apply. Once this is applied, your selection results will appear on the right side. This can also be accomplished by using one of the filters from the filter row.

Scroll to the right to see how many steps you have. To claim quantities in bulk, select Apply installed quantity to all. This will open a panel allowing you to enter a quantity or install a percentage for multiple quantities at once. Select Save claiming.

A confirmation toast message appears. If you claim more than the allocated amount, the quantity will be set to 100%. Or if your project settings allow overclaiming, the overallocated amount will save, and a warning indicator will appear in the Standard Grid view. To clear the query, select the Clear Query icon.

Note that only 50 rows can be selected at a time for bulk claiming. If you receive this message, clear your filters and start a new query to reduce your selection. Now you've learned how to do data block claiming using a query. Thanks for watching!