CIPAceTM HelpScope Projects in Bulk |
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Navigate Here: Planning > Scoping > Conduct Project Scoping, click the Scope Project in Bulk button
The items selected on the Conduct Project Scoping page are displayed under different tabs base on scoping areas .
Below are instructions for scoping the scoping areas:
General Area
Under the General tab, the projects are listed in a table with Project Description, Project Justification and Status in Edit mode.
Click the Project Link in the first column of the table and the system will open the General tab of the Project Management page of the project.
Click the Save icon
Click the Save All on this Screen button to save the general scoping data of all projects on the current screen.
Click the Cancel button to discard the inputs and return to the Conduct Project Scoping page.
Financial Area
Under the Financial tab, scoping data will be displayed in different sub tabs base on financial types.
Under each sub tab, the financial scoping detail information of the projects is displayed by tables.
Click the Project Link at the top center of the table and the system will then open the General tab of Project Management page of the project.
Mouse over the Project Link can view the Cycle, Scenario, and Scoping Scenario information of the project.
The Currency field at the top right of the table is populated automatically with the Project Currency.
The Scoping Status field at the top left of the table shows the financial scoping status of the current project. You can change to other statuses by the dropdown list.
Project financial data is in View Only mode by default. To scope a project, you can click the Edit icon
Note: The first column contains icons of managing scoping line item, these icons includes
Click the Add icon
Click the Remove icon
Click the Duplicate icon
To rearrange a line item, drag the line item by its Move this row up or down icon
If you want to discard the editing including scoping status change, click the Undo icon
Click the Save icon
Click the Save All on this Screen button to save the financial scoping data of all projects in Edit mode and the scoping status changes on the current screen.
Click the Cancel button to discard the inputs and return to Conduct Project Scoping page.
Environment, Public Safety, and Custom Areas
For Environment or other system / custom scoping areas, the projects are listed in a table with the Justification, Notes and Status in Edit mode.
Click the Project Link in the first column in the table and the system will open the General tab of the Project Management page of the project.
Click the Save icon
Click the Save All on this Screen button to save the scoping data of all projects on the current screen.
Click the Cancel button to discard the inputs and return to the Conduct Project Scoping page.
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