Kitting/Scope-boxing and BOM Introduction (7:23)

Step 1: Understanding Scope Boxing and Kitting

• 1.1 Start by understanding the purpose and function of scope boxing and kitting as a method to organize and manage project components.
• 1.2 Learn the software’s interface where these functions are managed.

Step 2: Initiating Scope Boxing

• 2.1 Identify the project areas or components that need to be grouped or managed under a common category.
• 2.2 Access the scope boxing tool in Inspire to start defining these areas.

Step 3: Setting Parameters for Boxes/Kits

• 3.1 Within each defined box or kit, set parameters such as work package order, status level, and other relevant data.
• 3.2 Ensure these parameters align with project management needs and objectives.

Step 4: Assigning and Organizing Components

• 4.1 Assign project components to the respective scope boxes based on the defined parameters.
• 4.2 Organize these components within the software to reflect the physical or logical layout of the project.

Step 5: Utilizing Quantities and Material Lists

• 5.1 Use the 'Quantities' tab to review and manage materials and components within each scope box.
• 5.2 Adjust quantities and specifications as project requirements change.

Step 6: Exporting and Reporting

• 6.1 Once scope boxes are fully configured, export the data for reporting purposes or to share with stakeholders.
• 6.2 Use exported data to track progress, budgeting, and resource allocation effectively.

Step 7: Review and Adjust

• 7.1 Regularly review the configuration of scope boxes to ensure they continue to meet the project's evolving needs.
• 7.2 Make adjustments to configurations as required to handle changes in project scope or requirements.