Create a Scoping Requirement Set

Scoping requirement sets are collections of requirements, which define the requirements for a scoping session for a specified estimate product.

To create a requirement set:

  1. Do one of the following:
    • On the Scoping Requirement Sets tab, click New.
    • On an estimate product record, on the Scoping Requirement Sets related list, click New.
  2. Enter a name for the requirement set.
  3. Select an estimate product. The estimate product must be active if you want to include the requirement set in a scoping session.
  4. [Optional] Select the Active checkbox to indicate that the requirement set is the active one for the selected estimate product. An estimate product can only contain one active requirement set.
  5. [Optional] Enter a description for the requirement set. For more information about the formatting options available, search for "Rich Text Editor" in the Salesforce Help.
  6. Click Save to save the requirement set or Save & New to save the requirement set and create a new one.

You are now ready to add requirements to the requirement set. You can do so from the Scoping Requirements tab, or follow the steps below to set up a requirement set directly from a Scoping Requirement Set record page.

To set up a requirement set:

  1. Navigate to the scoping requirement set you want to configure.
  2. Navigate to the Setup tab.
  3. Click Add Requirement. By default, a section, requirement, and response is created.
  4. To add additional sections, do one of the following:
    • Click Add Section to add a section to the bottom of your list.
    • Click Add and then Insert Section Below to insert a section below the current one.
  5. Enter a name for the new section.
  6. To add additional requirements, do one of the following:
    • Click Add Requirement to add a requirement to the bottom of the last section within the requirement set.
    • Click Add and then Insert Requirement Below to insert a requirement below the selected requirement within the current section.
    • Click Add and then Add Requirement to add a requirement to the bottom of the corresponding section.
  7. Complete the response fields for each of the requirements you have added. To add additional responses to your requirements, do one of the following:
    • Click Add within a response to add a new response below.
    • Click Add within the requirement you want to add a response to, and then click Add Response.
  8. Click Save.

To reorder the elements in your requirement set, you can:

  • Drag and drop sections.
  • Drag and drop requirements between sections.
  • Drag and drop requirements within the section they currently belong to.
  • Drag and drop responses within the requirement they belong to.
Note:

You cannot drag responses into requirements that they do not belong to.

For more information, see Creating a Scoping Requirement and Creating a Scoping Requirement Response.