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Link a Scope Assignment to an Activity

Schedule Overview > Activities Overview > Modify Activity Details > Associating Activities with Scope Assignments and Work Packages for Scope Management Overview

Link scope assignments to activities when you want to manage scope assignment dates using activity dates. This enables you to more accurately manage the time phased distribution of scope data for scope assignments.

Note: Schedule costs and scope costs are calculated separately. Linking a work package or scope assignment with an activity won't link the costs.

To link an activity to a scope assignment:

1. Navigate to the Activities page
   1. In the object selector, select a project or program.
   2. In the sidebar, hover over  Schedule, and select Activities.
2. In the table, select the activity.
3. On the Layout menu, select  Activity Details, and then select the Scope Assignments detail window.
4. Select  Link.
5. In the Select Scope Assignments dialog box, select a scope assignment and select Link.
6. In the Scope Percent Complete Weight Method list, select a method to use to calculate the scope percentage completion for scope assignments. The weight is calculated using cost, quantity, hours, or manually entered values.

   Cost, Quantity, and Hours are represented as n in the equations that follow:

   The n weight is first calculated for each scope assignment linked to the activity as Revised n multiplied by the scope assignment Scope Percent Complete.

   Scope Percent Complete is calculated as Installed Quantity divided by At Completion Quantity.

   The sum of the scope assignments Revised n and the sum of the scope assignments nWeight for all scope assignments linked to the activity are then used to compute the activity Scope Percent Complete. This is calculated as the n Weight divided by Revised n.

   Weight for the Manual option is calculated as Manual Weight Factor multiplied by Scope Percent Complete.

   Scope Percent Complete at the work package level for the manual option is calculated as the sum of Manual Weight divided by the sum of Manual Weight Factors for all scope assignments in the work package.

7. All changes made to this page are saved automatically.

Tips

• You can link multiple scope assignments to a single activity. However, a scope assignment can only be linked to a single activity.
• You can set a default scope percent complete method by configuring it in the project settings.

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Last Published Tuesday, May 21, 2024