Creating a Scoping Requirement Set

Scoping requirement sets are collections of requirements, which define the requirements for a scoping session for a specified estimate product.

To create a requirement set:

1. Do one of the following:
   • On the Scoping Requirement Sets tab, click New.
   • On an estimate product record, on the Scoping Requirement Sets related list, click New.
2. Enter a name for the requirement set.
3. Select an estimate product. The estimate product must be active if you want to include the requirement set in a scoping session.
4. [Optional] Select the Active checkbox to indicate that the requirement set is the active one for the selected estimate product. An estimate product can only contain one active requirement set.
5. [Optional] Enter a description for the requirement set. For more information about the formatting options available, search for "Rich Text Editor" in the Salesforce Help.
6. Click Save to save the requirement set or Save & New to save the requirement set and create a new one.

You are now ready to add requirements to the requirement set. For more information, see Creating a Scoping Requirement.