Add a Scope Assignment Change to a Change Request

Add change item requests for scope assignments when quantities or hours need to be updated for the scope assignments identified for a work package. A change item request is added to a work package change request, where one or more change items can be added.

To request a scope assignment 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 Work Package Changes.
  3. In the table, select the ID for the work package change request.
  4. On the Work Package Changes details page, select the Change Scope Assignment tab.
  5. Select Add.
  6. In the Change Scope Assignments dialog box:
    1. In the Work Packages field, select the work package where the scope assignment is currently assigned.
    2. In the Scope Assignments section, use the search to locate the scope assignment to modify. Select one or more items (Ctrl + click) and select Select.
  7. Change the necessary fields:
    • Change Quantity: Enter the quantity to be added or subtracted from the scope assignment.
    • Change Hours: Enter the number of hours to be added to the scope assignment.
    • Change Cost Rate: Enter the rate used to calculate Change Cost. Depending on the Rate By selection, this rate is either based on the rate per quantity or hours.

      Note: When changing an existing scope assignment, the Change Cost Rate on the change item is only used to calculate the Change Cost. After the change is approved, this rate does not replace the original rate on the scope assignment.

  8. Select Save.

Last Published Wednesday, October 16, 2024