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Add a New Scope Item to a Change Request

Scope Change Request Overview > Create a Change Request for a Scope Item

Add change item requests for new scope items when additional materials or products are needed for the project. A change item request is added to a scope item change request, where one or more change items can be added.

To add a new scope item change item:

1. In the object selector, select a project.
2. In the sidebar, hover over  Scope, and 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 Add Scope Item tab.
5. Select  Add.
6. In the new row, complete the following fields:
   • Name: Enter the name of the material or product.
   • PBS: Select the field, and then select  Select. Select the PBS where the scope item belongs, and select OK.
   • Quantity: Enter the amount of material or product needed. This quantity is the limit that can be distributed to work packages unless a change request is initiated.
   • Productivity Rate: Enter the hours required to install or assemble the item per unit. This value can be updated when assigning the scope items to work packages.
   • Hours: The number of hours required to install the scope item quantity. This value is calculated as Quantity multiplied by Productivity Rate. If you choose to manually enter the Hours, the Productivity Rate is recalculated as Hours divided by Quantity.
   • (Optional) Unit of Measure: Select the type of measurement used when determining quantity for the scope item.
   • (Optional) CBS Code: Select the CBS code to assign to the scope item.
   • (Optional) Cost Category: Select the cost category to assign to the scope item.
7. Select Save.

Tips

• You can initiate a request for a new scope item on the Scope Items page by selecting a scope item in the PBS where you want to add a new scope items and selecting the  Context menu.

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Last Published Monday, June 24, 2024