Navigate Here: Projects > Browse Projects; select a project > Scoping tab > Financial Scoping tab > Click the Scope Online icon
By scoping online, you can perform a detailed cost analysis for a project. Data from detailed scoping will replace the data from the summarized scoping.
Before scoping online, you may to Configure Scoping Template for the Cost Types to be analyzed in detail. Cost Types include: Project Cost, Operation Cost, and Maintenance Cost. If it has been done, select a cost type to start detailed scoping.
If the number of data columns currently exceeds 255 with a combination of Attributes, Cost Scoping Base Period, and Cost Estimate Methodology, then the scoping grid will be loaded incorrectly.
The total number of data columns vary with different settings on Modify Financial Scoping Template.
The total number of data columns = the number of Attributes + A × B
If the Cost Scoping Base Period is specified by all year, A = the number of cycle years × C
If the Cost Scoping Base Period is specified by sections, A = the sum of the number of years × C of each section
The Cost Scoping Base Periods are:
Year, C = 1
Haft Year, C = 2
Quarter, C = 4
Month, C =12
The Estimate Methodologies are:
Unit Price * Quantity, B=3
Amount, B =1
The attributes assigned in the Financial Scoping Template will be displayed as column headers in the table. Project Cost is summarized by Previous Cost, Current Cost with all fiscal years in the current working cycle, Future Cost, and Total. For each row, select a node from the selected attributes, and enter the estimated cost, and the Total column will be updated automatically (excluding future cost) as the breakdown for the specific attributes composition. The Total row at the bottom of the table, it will sum up the above numbers in the same column.
Enter a number in the Lines text box and then click the Add icon 
to its right. The specified number of blank line items will be added below the existing rows.
Click the Add icon at the left of a line item. A blank line item will be inserted below the selected line item.
Click the Remove icon 
at the left of a line item and the selected line item will be removed.
Click the Duplicate icon 
at the left of a line item. A new line item will be copied from this line item and inserted below for you to edit.
After a cost type is finished, you can click another tab to perform detailed scoping for another cost type.
Click the Save Interim Result button to save the scoping data for the current cost type.
Click the Return button to withdraw the current operation and return to the Project Scoping tab page.
Click the Reset button to undo previous edits (not including inserting rows and deleting rows).
Click the Modify Template button to modify the scoping template for the current cost type and the system will go to the Modify Financial Scoping Template page for the selected template. (Note: If the scoping template has been changed, then data may be lost.)
If the current project belongs to a master project, the date grid of Financial Estimate Summary will be shown as below, the financial scoping summary of all sub projects under the same master project will be listed.
- Click the link under master project name to enter into its project General tab.
- Click the link under each sub project (except the current one) to enter into its Scope Online page.
Note: The Financial Estimate Summary table will utilize the longest scoping length by Year among all applicable projects, while financial scoping on a project basis will still utilize the scoping length defined in the corresponding Financial Scoping Template. When the scoping length of an applicable project is shorter than that of the Financial Estimate Summary table, the scoping fields of additional periods will display as "0". When the current project utilized a new longest scoping length by changing the Scoping Template, the Financial Estimate Summary table will also be updated. Click on the Save Interim Result button of the current project under the new template, the scoping length of the Financial Estimate Summary table will be updated to the new longest scoping length among all applicable projects.
If any attribute node set as Non-monetary mode in Financial Scoping Template, you may experience the difference on this page (as shown below). The difference includes:
❖On the Unit Price * Quantity scoping methodology, the Volume and Price column will display "N/A" and not allow for input value.
❖The Total amount will not be updated until you click the Save button as the system will process the total amount calculation separately according to the customized calculation logic which defined under Non-monetary value mode.
❖The Set Budget button is hidden when you return to Project Scoping Financial Tab.
