Scope Item

What are Scope Items?

A Scope Item is something that is either Included or Excluded from the scope of the Project.

The initial scope items are defined within the Project Mandate and refined within the Scope Statement. Scope items form the basis for the requirements for the Project.

Scope Item Properties

Name Description Possible Values
Order Index Number denoting position in list. Number - Generated by the application.
Description Full description of the Scope Item. Text.

Locating Scope Items

Scope Items can be located in the following Documents:

Document Can Manage
Project Mandate
Scope Statement
Requirements Approach Plan
Requirements Specification
Design Approach Plan
Design Specification
Build Approach Plan
Test Approach Plan
Implementation Approach Plan

Managing

Creating a new Scope Item

Clicking on the New button will display a context menu with an option to create a new Included or Excluded Scope Item. Selecting an option will display a child window so a new Scope Item can be recorded.

Once the Description is set the new Scope Item can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the new Scope Item can be successfully saved.

Upon successful completion of creating a new Scope Item the child window will close, a success message will display at the bottom of the application and the newly created Scope Item will be selected in the DataGrid.

If the Cancel button is clicked, the child window will close and nothing will be saved.

Editing a Scope Item

Selecting a Scope Item and clicking on the Edit button will display a child window so the Scope Item can be edited. Alternatively the row can be double-clicked to perform the same action.

Once all necessary changes have been made the Scope Item can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the Scope Item can be successfully saved.

Upon successful completion of the editing process the child window will close and a success message will display at the bottom of the application.

If the Cancel button is clicked, the child window will close and any changes will be cancelled.

Incrementing a Scope Item

Selecting a Scope Item and clicking on the button will increment that Scope Item's position within the list. The Scope Item in the last position in the list cannot be incremented, this also includes a single item list.

Decrementing a Scope Item

Selecting a Scope Item and clicking on the button will decrement that Scope Item's position within the list. The Scope Item in the first position in the list cannot be decremented, this also includes a single item list.

Removing a Scope Item

Selecting the Scope Item to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Scope Item will not be removed. If Yes is clicked the selected Scope Item will be removed and a successful removal message will be displayed at the bottom of the application.

If the last Scope Item on a page is removed the DataGrid will navigate to the previous page upon successful removal.

Importing Scope Items

The Project Mandate and Scope Statement have the ability to import Scope Items from other Projects via the Import feature of the Document. The Scope Statement also has the ability to import Scope Items directly from the Project Mandate.

Clicking the Import button will display the Import Document child window.

Instructions for Project Mandate:

In order to view and import Scope Items from another Project, a Project must be selected from the "Import from Project" drop-down at the top. The drop-down is populated with any other Projects in the application.

From the import button there are two options for importing Scope Items within Documents:

Import Current Tab - Imports all data on the currently selected tab. If the intention is to import Scope Items, the selected tab must be the Scope tab.

Import All - Imports all Document data, including any Scope Items identified on the Scope tab.

Instructions for Scope Statement:

The Import Scope Statement childwindow has two tabs:

Scope on Project Mandate - Here you can import all Scope Items from the current Project's Project Mandate.

Import from other Project - Imports all Scope Items from the Project selected by the User. In order to view and import Scope Items from another Project, a Project must be selected from the "Import from Project" drop-down at the top. The drop-down is populated with any other Projects in the application.

Upon successful import the Import Document child window will close, a success message will be displayed at the bottom of the application and the last of the newly imported Scope Items will be selected.