Scope Management Setup
Scope management is a framework that defines deliverables, responsible roles, actual assignees and their schedules. In other words, Scope Management drives coordinated production of these deliverables. Scope Management initiates actions for producing deliverables based on the completion of dependencies. It routes them to responsible person/group, monitors their completion and updates deliverable statuses automatically. It manages different activities across schedules for different team members simultaneously.
Note: Scope Management is not available for launching non-workflow business processes.
This feature allows you to use existing Schedule Management functionality with added data elements to automate the management of a project's scope and schedule with all associated activities, tasks, and deliverables. This feature provides project managers with the ability to manage each scope item's task assignments, ownerships, and durations.
Project managers can use Scope Management as the solution to manage high volume, quick-turn around projects that have standardized scope and scheduled activities. Examples of projects that would benefit from the use of Scope Management functionality are retail construction projects such as bank branches or chain fast food restaurants. Unifier's Scope Management capabilities are also useful for large capital projects with complex scope and schedules, and that have numerous dependent activities and milestones with associated tasks and deadlines.
Scope Management coordinates the creation of the defined deliverables using the schedules of the various assignees, and automatically moves tasks to the next assignee. Scope Management then routes tasks related to the deliverables to the next responsible assignee (person or group), monitors the state of the tasks, and updates deliverable status automatically. Actions for the creation of deliverables are based on fixed time durations and the completion of dependencies.
This functionality can be enabled on any schedule sheet, including a Master schedule sheet. Scope Management enables you to link BPs with schedule sheet task activities and route those BPs, with automatic update of status as they are routed and worked on. The BPs represent the work that needs to be done to complete the task. Also, you can override the automatic routing at any time and launch the activity-associated BPs manually. The BP-related task is deemed done when specified completion conditions are met.
See Also
Setting up the Schedule Manager
Additional Options for Setting Up the Schedule Manager
Importing an Activity Attribute Form
Create Schedule Sheet Templates
Grant Schedule Manager Permissions to Users
Updating Schedule Sheet Properties from Templates
Update Schedule Sheet Activities from Templates
Permissions for the System WBS Sheet
In This Section
Setting up Scope Management for Activities
Last Published Monday, August 28, 2023