Setting up 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 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 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 and then Insert Requirement Below to insert a requirement below the selected requirement within the current section.
   • Click 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 within a response, and then Add Choice Response Above, Add Choice Response Below, or Add Custom Response. For more information, see Scoping Requirement Set Fields.
• Click within the requirement you want to add a response to, and then click Add Choice Response or Add Input Response.
8. Click Save.

Notes:

• Each requirement can only have one input value response. Therefore, if your requirement already has a custom response and you click Insert Custom Response, your existing custom response is displayed.
• When you insert a custom response, it is placed at the bottom of your list of responses by default.
• When you map an input value action from the scoping session to a field on a specified target object, you must first select a target object and a target field for your response. For more information, see Scoping Requirement Response Fields.

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.

Notes:

• You cannot drag responses into requirements that they do not belong to.
• You cannot move custom responses by dragging and dropping due to their placement by default.
• You cannot place multiple choice responses below a custom response.