Scope Assignments Fields

Depending on your settings, the following fields might appear on the page as table columns, spreadsheet rows, or in detail windows. Fields that are generic across the application, such as Name, may not be included here.

Dates

Baseline Finish

The planned finish date for the scope assignment as is set in the current baseline.

This field is used to spread baseline data fields.

This field is populated with the Revised Finish date at the time that the current baseline is set.

If there is an activity link, this field is populated with the activity's Current BL Finish date.

Baseline Start

The planned start date for the scope assignment as is set in the current baseline.

This field is used to spread baseline data fields.

This field is populated with the Revised Start date at the time that the current baseline is set.

If there is an activity link, this field is populated with the activity's Current BL Start date.

Effective Finish

The latest date of all Actual to Date and Actual Cost to Date values for the scope assignment.

This is a read-only field.

Effective Start

The earliest date of all Actual Hours to Date and Actual Cost to Date values for the scope assignment.

This is a read-only field.

Installed Finish

The date work on the scope assignment completed.

The latest date of all Installed Quantity values for the scope assignment when Scope Percent Complete equals 100%.

This field is used to spread Installed data fields.

Installed Start

The date work on the scope assignment began.

This is the earliest date of all Installed Quantity values for the scope assignment.

This field is used to spread Installed data fields.

Original Finish

The date the work on the scope assignment is scheduled to finish.

This field is populated with the work package's Original Finish date, but it can be manually modified until the original baseline is set.

If there is no activity link, the field is locked when the original baseline is set.

If there is an activity link, before the original baseline is set the field is populated with the activity's Planned Finish. After the baseline is set, the field is locked.

If the Data Date is specified after the Original Finish date is set and the Original Start date is before the Data Date, the application sets the Original Finish date to be the same date relative to Original Start before the Data Date was modified when the Modify Dates feature is run.

Original Start

The date the work on the scope assignment is scheduled to begin.

This field is populated with its work package's Original Start, but can be manually modified until the original baseline is set.

If there is no activity link, the field is locked when the original baseline is set.

If there is an activity link, before the original baseline is set the field is populated with the activity's Planned Start. After the baseline is set, the field is locked.

If the Data Date is specified, the date cannot be set to a date earlier than the Data Date.

If the Data Date is specified after the Original Start date is set and the Original Start date is before the Data Date, the Original Start date inherits the Data Date when the Modify Dates feature is run.

Planned Finish

The date the work on the scope assignment is scheduled to finish.

This field is used to spread original data fields.

If there is no activity link, this field is populated with the Original Finish date until the original baseline is set. It can be manually modified after the original baseline is set.

If Data Date is specified after the Planned Finish date is set and the Planned Start date is before the Data Date, the application sets the Planned Finish date to be the same date relative to Planned Start before the Data Date was modified when the Modify Dates feature is run.

If there is an activity link, this field is populated with the activity's Planned Finish date.

Planned Start

The date the work on the scope assignment is scheduled to begin.

This field is used to spread original data fields.

If there is no activity link, this field is populated with the Original Start date until the original baseline is set. It can be manually updated after the original baseline is set.

If the Data Date is specified, the date cannot be set to a date earlier than the Data Date.

If the Data Date is specified after the Planned Start date is set, the Planned Start date is before the Data Date, and the work package's Scope Percent Complete is equal to 0%, that is Installed Quantity is zero, then the date inherits the Data Date when the Modify Dates feature is run.

If there is an activity link, this field is populated with the activity's Planned Start date.

Remaining Early Finish

The earliest date the work on the scope assignment is scheduled to finish.

If there is no activity link, before the original baseline is set, this field is populated with the Original Finish date. After the original baseline is set, this field is populated with the Revised Finish date.

This field is blank when the scope assignment's Scope Percent Complete becomes 100%.

If there is any activity linked, this field is populated with the activity's Remaining Early Finish date.

This field is used to spread Remaining data fields.

Remaining Early Start

The earliest date the work on the scope assignment is scheduled to begin.

If there is no activity link, before the original baseline is set, this field is populated with the Original Start date. After the original baseline is set, this field is populated with the Data Date when the Modify Dates feature is run if the scope assignment's Scope Percent Complete is not equal to 100%.

This field is blank when the scope assignment's Scope Percent Complete becomes 100%.

If there is any activity linked, this field is populated with the activity's Remaining Early Start date.

This field is used to spread Remaining data fields.

Remaining Late Finish

The latest possible date work on the scope assignment must finish to not delay the finish date.

If there is no activity link, this field is always equal to the Remaining Early Finish date.

If there is any activity linked, this field is populated with the activity's Remaining Late Finish date.

This field is used to spread Remaining data fields.

Remaining Late Start

The latest possible date work on the scope assignment must begin without delaying the finish date.

If there is no activity link, this field is always equal to the Remaining Early Start date.

If there is any activity link, this field is populated with the activity's Remaining Late Start date.

This field is used to spread Remaining data fields.

Revised Finish

The revised finish date for the scope assignment.

It is always the latest finish of the scope assignment's Planned Finish date and all approved Change Finish dates.

This field is used to spread Revised data fields.

Revised Start

The revised start date for the scope assignment.

It is always the earliest start of the scope assignment's Planned Start date and all approved Change Start dates.

This field is used to spread Revised data fields.

Earned Value

BAC Cost

The Revised Cost or At Completion Cost at the time the current baseline was set, depending on the selection for the Budget at Completion Method. The Revised Cost of the current project if no baseline is set.

BAC Hours

The Revised Hours or At Completion Hours at the time the current baseline was set, depending on the selection for the Budget At Completion Method. The Revised Hours of the current project if no baseline is set.

BAC Quantity

The Revised Quantity or At Completion Quantity at the time the current baseline was set, depending on the selection for the Budget at Completion Method. The Revised Quantity of the current project if no baseline is set.

EAC Cost

Calculated as ETC Cost plus Actual Cost to Date.

EAC Hours

Calculated as ETC Hours plus Actual Hours to Date.

EAC Quantity

The estimate of how much material or product will be installed at completion of the scope assignment work.

Calculated as ETC Quantity plus Actual Quantity to Date.

Earned Cost

Calculated as Performance Percent Complete multiplied by BAC Cost.

Earned Hours

Calculated as Performance Percent Complete multiplied by BAC Hours.

Earned Quantity

The amount of material or product that has been installed based on the Performance Percent Complete of the scope assignment and the Budget At Completion Quantity.

Calculated as Performance Percent Complete multiplied by BAC Quantity.

ETC Cost

The estimate of the cost needed to complete the work.

Calculated as BAC Cost minus Earned Cost.

ETC Hours

The estimated number of hours needed to complete the work.

Calculated as BAC Hours minus Earned Hours.

ETC Quantity

The estimate of how much quantity is needed to complete the work.

Calculated as BAC Quantity minus Earned Quantity.

Financial

Actual Cost to Date

The actual costs incurred on the scope assignment. This tracks the VOWD (Value of Work Done).

Adjusted Cost

The amount the scope assignment work that is not yet accounted for. For example, you might enter a value to represent pending change requests that are likely to be approved.

Approved Change Cost

The sum of all approved cost changes in the change records for the scope assignment.

At Completion Cost

The total cost at the completion of the scope assignment.

Calculated as Revised Cost plus Adjusted Cost.

Baseline Cost

The Revised Cost at the time the current baseline was set.

Installed Cost

The total cost incurred on the scope assignment as of the current date.

If Rate By is set to Hours, then Installed Cost equals Revised Cost Rate multiplied by Installed Hours.

If Rate By is set to Quantity, then Installed Cost equals Revised Cost Rate multiplied by Installed Quantity.

Original Cost

The original cost of the scope assignment.

If Rate By is set to Hours, then Original Cost equals Original Hours multiplied by Original Cost Rate. If this value is entered manually, then Original Cost Rate is recalculated to equal Original Cost divided by Original Hours.

If Rate By is set to Quantity, then Original Cost equals Original Quantity multiplied by Original Cost Rate. If this value is entered manually, then Original Cost Rate is recalculated to equal Original Cost divided by Original Quantity.

Original Cost Rate

The cost rate used in the cost calculation of the scope assignment.

If Rate By is set to Hours and the Original Cost value is entered manually, then Original Cost Rate equals Original Cost divided by Original Hours.

If Rate By is set to Quantity and the Original Cost value is entered manually, then Original Cost Rate equals Original Cost divided by Original Quantity.

Pending Change Cost

Calculated as the sum of all pending cost changes in the change records for the scope assignment.

Remaining Cost

The amount left to be spent.

If Rate By set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.

If Rate By set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate.

Revised Cost

The Original Cost before the baseline is set. After the baseline is set, Revised Cost equals Original Cost plus Approved Change Cost.

Revised Cost Rate

The cost rate used in the cost calculation of the scope assignment based on current values.

If Rate By set to Hours, then Revised Cost Rate equals Revised Cost divided by Revised Hours.

If Rate By set to Quantity, then Revised Cost Rate equals Revised Cost divided by Revised Quantity.

General

CBS Code

The cost breakdown structure code assigned to the scope item of the scope assignment.

Cost Category

The category name used to organize and define the cost.

Curve Profile

The curve profile selected for the scope assignment.

Description

Additional details for the scope assignment.

Manager

The manager or person responsible for providing status on the scope assignment.

Manual Completed Weight

Calculated as Scope Percent Complete multiplied by Manual Weight.

Manual Weight

The value used to calculate manual completed weight when progress needs to be weighed against a factor other than quantity, hours, or cost.

This is a manual entry field when Scope Percent Complete Weight Method is set to Manual.

Original Productivity Rate

The number of hours it takes to install or assemble the product or material per unit. Defaults to the scope item's Original Productivity Rate, but can be updated for each scope item assignment.

Calculated as Original Hours divided by Original Quantity.

If this field is updated, Original Hours is recalculated to equal Original Quantity multiplied by Original Productivity Rate.

Rate By

Determines whether the cost is calculated using the Quantity or Hours.

Quantity: Quantity is used to calculate cost. For example, Original Cost is calculated as Original Quantity times Original Cost Rate.

Hours: Hours are used to calculate cost. For example, Original Cost is calculated as Original Hours times Original Cost Rate.

Revised Productivity Rate

The number of hours it will take to install or assemble the product or material per unit based on current values.

Calculated as Revised Hours divided by Revised Quantity.

This value is recalculated if Revised Quantity or Revised Hours are changed.

Hours

Actual Hours to Date

The actual hours spent on the scope assignment. This tracks the VOWD (Value of Work Done).

Adjusted Hours

The amount of scope assignment work that is not yet accounted for. For example, you might enter a value to represent pending change requests that are likely to be approved.

Approved Change Hours

The sum of all approved change hours in the change and transfer records for the scope assignment.

At Completion Hours

The total hours expected for the scope assignment.

Calculated as Revised Hours plus Adjusted Hours.

Baseline Hours

The Revised Hours at the time the baseline was set.

Installed Hours

Hours spent on the scope assignment.

Calculated as Installed Quantity multiplied by Revised Productivity Rate.

Original Hours

The original expected hours needed to complete all the work required to install the material quantity on the scope assignment.

Calculated as Original Quantity multiplied by Original Productivity Rate.

Before the baseline is set, this field can be entered manually. A manual entry recalculates the Original Productivity Rate to equal Original Hours divided by Original Quantity.

Pending Change Hours

Calculated as the sum of all pending hour changes in the change records for the scope assignment.

Remaining Hours

The number of hours left for the scope assignment.

Calculated as Remaining Quantity multiplied by Revised Productivity Rate.

Revised Hours

Original Hours before the baseline is set. After the baseline is set, Revised Hours is equal to Original Hours plus Approved Change Hours.

Percentages

Milestone Progress Percent Complete

The percentage complete for all milestones for the scope assignment. The calculation is based on the user entered percentage complete for the milestone and the rules defined for the milestone calculations.

Performance Percent Complete

Calculated as Installed Quantity divided by At Completion Quantity.

Scope Percent Complete

Calculated as Installed Quantity divided by At Completion Quantity.

Units

Actual Quantity to Date

The Installed Quantity for the scope assignment.

Adjusted Quantity

The scope assignment quantity that is not yet accounted for. For example, you might enter a value to represent pending change requests that are likely to be approved.

Approved Change Quantity

Calculated as the sum of all approved change quantities in the change records for the scope assignment.

At Completion Quantity

The total amount of the scope item to be installed for the scope assignment.

Calculated as Revised Quantity plus Adjusted Quantity.

Available Quantity

The amount of material or product available for scope assignment.

Calculated as Revised Quantity minus Installed Quantity.

Baseline Quantity

The Revised Quantity at the time the current baseline was set.

Installed Quantity

The amount of material or product that has been installed to date.

If the Progress Measure on the work package is set to Milestone Percent Complete, then Installed Quantity equals Revised Quantity multiplied by Milestone Progress Percent Complete.

This field can be manually overridden if the Progress Measure is set to Physical Percent Complete, then Installed Quantity is manually entered and not calculated.

Original Quantity

The expected amount of material or product required.

Pending Change Quantity

The sum of all pending change quantities in the change records for the scope assignment.

Remaining Quantity

The quantity remaining for the scope assignment.

Calculated as Revised Quantity minus Installed Quantity.

Revised Quantity

The total quantity that has been revised to account for approved changes for a scope assignment. This value equals the Original Quantity before the original baseline is set.

Calculated as Original Quantity plus Approved Change Quantity. Revised Quantity equals the Original Quantity before the original is baseline set.