SECTIONSGuided Scoping Overview
Guided Scoping helps you create estimates efficiently and consistently by answering preconfigured questions about your estimate requirements.
Administrators configure Guided Scoping by adding relevant questions (requirements) to estimate products. These requirements aim to enable estimators to create the most accurate estimate. Estimators then add the estimate product into a scoping session, displaying the defined requirements and responses. By responding to requirements, you can efficiently address the predefined requirements during scoping sessions, which results in an accurate estimate.
Administrators can also configure actions and display conditions on requirements and responses.
An estimate and its related records are automatically created to align with the requirement responses, which are defined by actions. For more information about setting up guided scoping, see Setting up Guided Scoping.
The following flow shows how you can use guided scoping to create an estimate.
For more information about creating a scoping session, see Creating a Scoping Session.
Allocation (%) in Guided Scoping
You can set the hours for an estimate product in Guided Scoping. The hours of all role requests on the estimate product in a scoping session will be distributed according to the Target Allocation as defined on an estimate template.
When adjusting hours in Guided Scoping to use with Allocation, the following occurs:
- Schedules are created from the updated hours when an estimate is created from a scoping session.
- When deleting a role request on a product with 100% allocation, the allocation 100% persists. The total hours of the estimate product are automatically recalculated to align with the sum of the remaining role request hours.
- When both estimate product and role request hours are defined simultaneously, the role request hours are prioritized.
For more information about Allocation, see Estimate Builder Overview.