Summary
Open topic with left hand navigation
The Main page of a scope document is where you type the title and the scope dates. This page also indicates whether the scope document's allocations have been handed off. The scope document needs to be in edit mode before you can modify the fields.
Indicates the current state
of the scope document.
The sum of the Approved Original Budget,
Approved Changes, Approved Transfers,
and Proceed Budget ACR columns for every allocation in the scope document. Current
Budget also appears on the Financial Summary page.
The sum of the Current Budget
and Pending Budget amounts. Projected Budget also appears on the
Financial Summary page.
By default, Proliance makes this the date on which someone first saved
the scope document. The Creation Date
also appears on the Properties
page. You cannot edit this date.
A check mark indicates that Proliance has transferred
all of the budget allocations to their respective cost accounts. An 'x'
indicates that the hand-off has not yet occurred.
A check mark indicates that Proliance has transferred
all of the cost allocations to their respective cost accounts. An 'x'
indicates that the hand-off has not yet occurred.
The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.
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Note:
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Using the Project section, you can set the current document's project linking status to:
Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon 
to display a list of available projects from which you can choose.
Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
Select to link the current document to all projects within the current workspace.
The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.
Type a title for the scope document. You can sort the list of scope
documents in the Scope
register by title.
Type a string of characters that uniquely identifies this scope document,
or leave it blank if Proliance is configured to supply one. You can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin on-line help.
From the drop-down list, select a code that best describes the reason
for this scope document.
If necessary, you can select a secondary reason code from this drop-down
list.
Enter the date when this scope document is approved. Proliance automatically
inserts the current date when the document's state changes to Approved.
Enter the date when the budget allocations in this scope document will
be handed off
to their respective cost accounts. Proliance automatically inserts the
date of the hand-off.
Enter the date when the cost allocations in this scope document will
be handed off
to their respective cost accounts. Proliance automatically inserts the
date of the hand-off.