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Lesson 23 of 40

Tell every task team what to deliver, and when

This video shows you how to send each requirement to the people who model the element, at the milestone it is due, so it does not stay buried in a PDF.

What you'll do

  1. Open Requirements in Scope and tick the ones you want, such as FireRating and IsExternal.
  2. Hover the task cell at the right milestone and select Assign. No task yet? Add & Assign creates one.
  3. For a whole milestone, use the Requirements button on its header and select Assign to N tasks.
  4. Open a task to see its Information Requirements, and check Applied To in the panel.

Why it matters

The requirement sits on the task where the team already works. You need the Assign Information Requirements to Tasks permission.

Common questions

What does Applied To count?

The scope item rows that ask for each requirement. Select the number to filter the grid to them.

Why does ticking do nothing for me?

Ticking needs the Assign Information Requirements to Tasks permission. Ask a project manager.

Discussion

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