Update Installed Quantity for a Scope Assignment

As work is performed on the project, update the progress. Progress for each scope assignment in a work package is measured using rule of credit milestones or using installed values, depending on the progress measure settings defined for the work package.

To update installed quantity for a scope assignments:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Scope, and select Scope Assignments.
  3. On the Scope Assignments page, in the Work Package field, select the name of the work package.
  4. Select Status.
  5. In the table, select the scope assignment.
  6. Select the Progress detail window, and select Installed.
  7. Select Add.
  8. In the new row, in the Progress Date column, select a date.
  9. Update progress.
    • If progress is measured by Milestone Percent Complete, enter the percentage complete for the work completed on the milestone or mark the milestone as completed. Milestones are to be completed sequentially or non-sequentially, depending on the progress type setting for the work package. The percentage complete for each milestone is used to calculate Milestone Progress Percent Complete, which is multiplied by Revised Quantity to calculate Installed Quantity.
    • If progress is measured by Physical Percent Complete, enter the amount that has been installed since the last progress recording in the Increment Installed Quantity field or enter the total installed amount to date in the Cumulative field.

    The Scope Percent Complete field displays the percentage complete for the scope assignment.

  10. Select Save.

Last Published Monday, June 24, 2024