Navigate Here: Utilities > Templates > Financial Scoping Templates > Click the Add icon 
You can add a financial scoping template on the Add Financial Scoping Template page.
To add a new financial scoping template, fill in the following fields:
The required fields are noted with an asterisk (*).
Template Name*: The name of the template.
Description: The description of the template.
Export content from the Notes field to Excel when downloading this template or exporting data with this template : Select this checkbox if you want to export the content of the Description field to Excel when downloading this template or exporting data with this template.
Applicable Financial Type*: Specifies which type of financial scoping the template is applicable for.
Is default template: Select this checkbox if you want to make the template the default financial template of the selected financial type.
Period Option: The length of scoping. You can set the scoping period, which includes Project Cycle, Specify Scoping Length (Years) and General Scope without Specify Year options.
Project Cycle: if you select the Project Cycle radio button, the scoping length and start year will be the same as the current cycle’s length and start year.
Specify Scoping Length (Years): If you select the Specify Scoping Length (Years) radio button, you can decide the scoping length. The scoping period will start from the current beginning year by default.
General Scope without Specify Year: The option is for the users who prefer to use the scoping for general scope without specifying information year by year. If you select this radio button, in the scoping financial summary interface and the scope online interface, there will be just one column for the scoping data input and the ‘Year’ row on the top will be hidden.
Cost Scoping Base Period*: The scoping base period:
All Years By (Year/Half Year/Quarter/Month): if you select this option, scoping base period will be either a year, a half year, a quarter or a month through out the entire scoping length depending on your selection.
If you decide to specify scoping base period in more details, select the second radio button, specify the range of years for the base period, then select the base period (Year/Half Year/Quarter/Month). This way, scoping base period may vary depending on which year it is within the scoping length. For example, the below configuration shows that from Year 1 to Year 2, scoping base period is Month; from Year 3 to Year 4, scoping base period is Quarter; from Year 5 to the last year of the scoping length, base scoping period is Year. Each scoping base period takes up a column in the Scoping in Details table.
Cost Estimate Methodology*: Whether to enter scoping data with just Amount or with Unit Price * Quantity.
Select Attribute for Scope Online: You can select available attributes for the Scoping in Details table. The selected attributes will be displayed as columns in the Scoping in Detail table. Classification, entities look up, text field, pick list and date type attributes are supported in this version.
This section consists of two list boxes: Available Attributes list box and Selected Attribute list box.You can move the attribute between these two list boxes by clicking 
and 
.
If you cannot find the attributes you want in the Available Attributes list box, you add attributes by clicking the Add New Attribute icon 
above the Available Attributes list box; system will pop up the Add Attribute page.
Once a new attribute has been added, go back to the Scoping template interface and click the Refresh Attribute icon 
, the newly added attribute will be shown in the Available Attributes section.
Select Nodes Section: You have to select nodes that will be used for the attribute on this section. All the nodes of the classifications in Selected Attributes section will be listed in the Select Available Nodes section. Select and check the checkbox of the desired nodes on the Select Available Nodes section. All the eligible selected nodes will be listed in the Manage Selected Nodes section as the available selection of this attribute.
Click the Save button to save the new financial scoping template and the system will go to the Browse Financial Scoping Templates page.
Click the Save & Preview button to save the new financial scoping template and go to the Preview and Set Auto-loaded Row(s) of Financial Scoping Template Management page.
Click the Cancel button to return to the Browse Financial Scoping Templates page.