FAQ: Managing Scope Libraries

Q1: How do I create a new Scope Library?

A1: From the Scope Library tab dropdown, click ‘+ New Scope Library.’ Name your scope group, provide a brief description, select a Status (Draft, Active, or Archive), and save it. Only libraries with an Active status will be available for selection in templates.

Q2: What are the possible Status options for a Scope Library, and what do they mean?

A2: The available Status options are:

• Draft: Only visible to the creator; not available for templates.
• Active: Visible and available for selection in templates.
• Archive: Stored for reference; not selectable in templates.

Q3: Can I assign a Scope Library to a Practice?

A3: Yes, you can assign it to a Practice if desired, though this is optional currently and for future features to introduce practice based search of library.

Q4: How do I add scope items to a Scope Library?

A4: After creating a Scope Library, go to the scope details screen. Click the last row in the Name column to add scope items. Enter a name for your scope item and press Enter.

Q5: What is the purpose of the 'Category' in scope items, and what options are available?

A5: Categories help organize scope items. Options include:

• Change Enablement
• Integration
• Data Migration
• Strategy

Q6: How does the ‘Multiplier’ affect a scope item?

A6: The Multiplier increases the effort associated with a scope item, offering flexibility in estimating project efforts.

Q7: What is ‘Complexity’ in a scope item, and how does it work?

A7: Complexity reflects the difficulty level of the scope item and adjusts its effort. Options include:

• Low: Reduces effort.
• Medium (default): Standard effort at 100%.
• High: Increases effort.

Q8: What additional fields are available for each scope item?

A8: You can add a project description, project assumptions, and internal notes to provide further context for each scope item.

Q9: How do I add efforts to a scope item?

A9: Click on the ‘LOE Hours’ column for a scope item row, which opens a dialog. You can then assign roles, phases, resource levels, and enter effort hours for each role and phase.

Q10: What are the ‘Low %’ and ‘High %’ fields used for?

A10: If you don't want to be calculative, just leave these fields blank. But when defined, the LOE in scope are automatically calculated based on the selected complexity level and % value in the effort for Low and High.

Q11: Can I use scope items from another Scope Library?

A11: Yes. Select a library from the dropdown to view its scope items, and choose specific items to add to the current library.

Q12: How do I add selected scopes to the current library?

A12: After selecting the desired scopes from another library, click "Add" to include them in your current Scope Library.