Assign a Scope Item to a Work Package

Video

Select the materials or products needed to complete work packages.

Note: After a baseline is set, scope items must be assigned to work packages by submitting a change request.

To assign a scope item to a work package:

  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 Assignments.
  3. On the Scope Assignments page, in the Work Package field, select the name of the work package.
  4. Select Plan.
  5. Select Add.
  6. On the Select Scope Item panel, select all the scope items needed for the work package and select Select.
  7. In the General detail window, complete the following fields for each assigned scope assignment:
    • Original Quantity: The amount needed for this work package. The Unassigned Quantity is prepopulated in this field.
    • Original Productivity Rate: This field is prepopulated with the rate initially defined for the scope item. Update as necessary. Updates are only reflected in this scope assignment.
    • Original Hours: This field is calculated by multiplying the Original Quantity times the Original Productivity Rate. If you change this value, the Original Productivity Rate is recalculated.
    • Rate By: Determines whether the cost is calculated using Quantity or Hours. If the cost of assignments is not relevant for your calculations, then leave the Original Cost Rate field as 0.
      • Quantity: Quantity is used to calculate cost. For example, Original Cost is calculated as Original Quantity times Original Cost Rate.
      • Hours: Hours are used to calculate cost. For example, Original Cost is calculated as Original Hours times Original Cost Rate.
    • Original Cost Rate: The rate used to calculate cost. Depending on the Rate By selection, this rate is either based on the rate per quantity or hours.
  8. Select Save.