Add a Scope Assignment to a Change Request

Add new scope assignment change item requests when new scope assignments are needed for a work package. A scope assignment change item request is added to a work package change request, where one or more change items can be added.

To request a new scope assignment for a work package:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Scope, and then select Work Package Changes.
  3. In the table, select the ID for the work package change request.
  4. On the Work Package Changes details page, select the Add Scope Assignments tab.
  5. Select Add.
  6. In the Add Scope Assignments dialog box:
    1. In the Work Packages field, select Select.
      1. In the Select Work Package dialog box, select the work package where the scope assignment is needed.
      2. Select Select.
    2. In the Scope Items section, use the search to locate the scope item to add. Select one or more items (Ctrl + click) and select Select.
  7. Complete the following fields:
    • Quantity: Enter amount needed for this work package.
    • Productivity Rate: This field is prepopulated with the rate initially defined for the scope item. Update as necessary. Updates are only reflected on this scope assignment.
    • Hours: This field is calculated by multiplying the Quantity by the Productivity Rate. If you change this value, the Productivity Rate is recalculated.
    • Rate By: Select whether the cost is calculated using Quantity or Hours. If the cost of assignments is not relevant for your calculations, then leave the Cost Rate field as 0.
    • Cost Rate: Enter the rate used to calculate Cost. Depending on the Rate By selection, this rate is either based on the rate per quantity or hours.

      Note: To view details about the scope item, select the Scope Item.

  8. To enter additional details, such as Change Start/End dates or Cost/Schedule Impact, select the Context menu and select Details.
  9. In the Scope Assignments Details dialog box, review or update details and select Save.
  10. Select Save.