How do I create library component item.

Overview

This guide will explain how to create a component. 

Prerequisites

1. You must be signed in to your SCOPE Better Account.
2. You must have the right 'User Permissions' enabled on your account. This can be done in Application Settings in your Manage page of your Scope Better account.

Creating a Library Component.

Open your Library page once you have logged into your account.

Use the 'Add item' button to open the menu. 

Select 'Component' to open component creation dialog.

After clicking the 'Create Component', a popup is displayed, then user can then fill in the following:

1. Type in a  valid component name.
2. Click on the Add Description directly below the name you have given your component.
3. Select a Ratecard from the dropdown.
4. Select a Discipline from the dropdown.

Submit creation of a component by clicking the 'Create Component' button.

After the 'Create component' form was successfully submitted then the user will be redirected to the component builder page. 

After Completing the creation process of your component. You can then go ahead and add roles to each component. As follows:

Click on the small orange dropdown arrow next to the component you wish to add roles to.

Click on  ‘Add Roles’.

A pop up window will appear. This is where you will be able to select roles you wish to use.

When you have selected the roles you wish to use, you will need to add hours to each role selected. Once you have selected and added hours to your roles you can then go ahead and click ‘Add’ to complete the process.

When you have saved the roles you wish to use with the hours allocated. You will see that each component will now have information populated like the hours allocated and the value of the component. You can then go ahead and click ‘Save Changes’.

After the above steps have been completed you will then get a pop up asking if you would like to cascade the changes. You can click ‘Yes, Cascade Changes’ in order for the component to be successfully updated with the relevant details.

After you have completed the cascade of your component. You can then go back to your library page and search for the component you have created using filters.

Need Help?

If you're unsure what to enter in a component field or why a field is required, contact your administrator or project manager for guidance.