Add a Scope Item Change to a Change Request

Add change item requests for scope items when quantities need to be updated for the scope items identified for the project, or when CBS code or cost category assignments need to be added or changed.

A change item request is added to a scope item change request, where one or more change items can be added.

To add a change 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 Item Changes.
  3. In the table, select the ID for the scope item change request.
  4. On the Scope Item Change Details page, select the Change Scope Item tab.
  5. Select Add.
  6. In the Select Scope Item dialog box, use the search to locate the scope item to modify.
  7. Select one or more items (Ctrl + click) and select OK.
  8. In the new row, in the Type field, select the type of change to make.
  9. Change the necessary fields:
    • Change Quantity: Enter the quantity to be added or subtracted from the scope item.
    • CBS Code: Select the CBS code.
    • Cost Category: Select the cost category.
  10. Select Save.