Navigate Here: Projects > Browse Projects; select a project > Planning tab > Scoping tab > Financial Scoping tab > Click the Config link
You can configure a financial scoping template for each financial cost type on the Cost Scoping Configuration page.
This template will be used when you do financial scoping online or in Excel. Choose a Financial Type and a corresponding template from the Template Name dropdown list.
Update the following information if necessary:
Cost Scoping Base Period: Specify whether the scoping period is Year or Month, that is, whether scoping data will be entered by year or by month. Each scoping period takes up a column in the scoping table. If the number of years in your working cycle is more than six years, scoping data will only be entered by year.
Cost Estimate Methodology: Specify whether to enter scoping data with just Amount or with Unit Price * Quantity.
You may modify the selected template for this project by clicking the Modify Template for This Project Only button and the system will go to the Financial Scoping Template Management page.
If there are no proper templates, you may add one by clicking the Add Template button.
Click the Save button to finish the configuration.
Note:
(1) If project scoping is in process, or scoping data already exists, you will be informed that the old scoping data may be deleted.
(2) If Cost Scoping Base Period is changed, you can choose to transfer or delete the existing data. When transferring data from year to month, the amount of each year will be moved to the first month of this year. When transferring data from month to year, the amounts of months in each year will be added to amount of the year.