Add a Scope Item

Video

Add the materials or products required to complete a project.

Note: After a baseline is set, scope items must be added by submitting a change request.

To add a scope item:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Scope, and then select Scope Items.
  3. In the table, locate where you want to add the scope item on the PBS, and select the node.

    Note: If the project does not use a PBS, then add the scope item under Default PBS.

  4. Select the Context menu, and select Add.
  5. In the new row, complete the following fields:
    • Name: The name of the material or product.
    • ID: The ID is generated automatically based on project settings. Adjust as needed.
    • Original Quantity: The amount of material or product available to the project. This quantity is the limit that can be distributed to work packages unless a change request is initiated.
    • Original Productivity Rate: The hours required to install or assemble one unit of a scope item. This value can be updated when assigning the scope items to work packages.
    • Original Hours: The number of hours required to install the scope item quantity. This value is calculated as Original Quantity multiplied by Original Productivity Rate. If you choose to manually enter the Original Hours, the Original Productivity Rate field is recalculated to equal Original Hours divided by Original Quantity.
    • (Optional) Unit of Measure: The type of measurement used when determining quantity for the scope item.
    • (Optional) Description: Provide any additional details such as a description of the material or product or its use.

      Note: If the same item is used in more than one node on the PBS, then create another scope item.

  6. Select Save.