Creating a Scoping Requirement

Scoping requirements are individual records that make up a requirement set. They're used in scoping sessions to enable estimators to respond to requirements efficiently with pre-defined responses. The requirement response is used to determine the key characteristics of an estimate.

To create a requirement:

  1. Do one of the following:
    • On the Scoping Requirements tab, click New.
    • On a requirement set record, on the Scoping Requirements related list, click New.
  2. Check or update the requirement set that you want to requirement to belong to.
  3. Enter the body of the requirement. This information is shown during a scoping session to prompt a response.
  4. [Optional] Enter a number to determine the order that the requirement is displayed in the requirement set in a scoping session. This number also dictates the order in which the related action is run for the requirement set. For example, 1 indicates that the requirement is shown first and its related action is run first.
  5. [Optional] Enter the name of the section that you want the requirement to be displayed in within a scoping session. The sections are displayed in alphanumeric ascending order. Any requirements that are not assigned to a section are displayed at the bottom in a drop-down labeled "Uncategorized".
  6. Click Save to save the requirement or Save & New to save the requirement and create a new one.

You are now ready to add requirement responses to the requirement. For more information, see Creating a Scoping Requirement Response.