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About Scope Documents

A scope document enables you to create and distribute multiple budget allocations to multiple cost accounts. This process of distributing the scope document's allocations is known as handing off.

• Open the Scope Documents register.

Handing off Scope allocations enables you to allocate your budget without having to open and close multiple cost account documents.

The focus of a scope document is on the budget, as represented by budget allocations. Unlike a cost account, a scope document cannot have separate cost allocations. However, each budget allocation on the scope document has one or more budget offsets.

Workspaces do not typically use scope documents as often as cost accounts or transfers. For example, a workspace might use one scope document at the start of work, and then perhaps one a month over the life of the workspace.

For more information about the actions available for this document, see "Scope Workflow Actions".

Information in a Scope document is organized over the following pages:

• Main:Contains detailed information about the scope document, including whether its allocations have been handed off, and a summary of the most important financial information. More details are on the Financial Summary page. For more information, see "Scope – Main".
• Financial Summary:Provides you with a concise, executive-level overview of how transactions against the scope document affect your budget and costs. For more information, see "Scope – Financial Summary".
• Line Items:Shows you the budget allocations for the scope document. For more information, see "Scope – Line Items".
• Settings:Details the display options and default settings for the scope document. For more information, see "Scope – Settings".
• Properties:Contains information about the Scope document itself, such as who created the document, and the workspace in which the document was created. For more information, see "Document Properties".

Additional scope document information is available on the following tabs:

• Project: Lists the projects the document is linked to. For more information, see "About the Projects Tab"

• Workflow:Enables you to see and specify intended actions and recipients for the document as it moves forward through its lifecycle. You can also see and specify the people who will receive notification when the document changes to a specific status. For more information, see "Workflow Tab".
• Activity Log:Records all the activities of the document, such as when it was saved, imported, exported, forwarded, or received. For more information, see "Activity Log Tab".
• Attachments:Contains a list of all the documents related to this scope document. For more information, see "Attachments Tab".