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Creating a Scope Document

You can optionally create a scope document on the way you need to manage your budget and costs.

 To create a scope document

  1. Open the Scope register.
  2. Click New to create a scope document using the default template.

    3. —or—

    Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

    A blank scope document appears. Some information may already be filled in, depending on the template used.

  3. In the Title field, type the title of the scope document.
  4. If you are performing a workflow action on the scope document, complete the information required for this action. For more information, see "Scope Workflow Actions" for a list of preconditions for a specific action.
  5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    6. Please refer to the following for more information on the fields for each page:

  6. Click Save when done.

    7. Proliance saves the new scope document.

    What can I do now?

Note:

  • Proliance automatically gives the new scope document the default book type for scope documents in your workspace. If there is no default for scope documents, Proliance uses the workspace default book type.