Scoping

Scoping is the process undertaken by project teams to detail work items at the correct level of granularity at the appropriate time in the project life cycle.  Scoping begins at the earliest stages of a project and continues throughout its duration as the work is committed and changes managed.

Scoping would start when an opportunity to pursue a project is identified.  At this stage very few facts may be known and the model would start at an extremely high abstract level.  Initially there may only be one work item that represents the entire scope of the project.

During estimating, the scope of work would be described at a higher less granular level that would have enough detail to facilitate bid scopes and the procurement process.  Work items would be more detailed within the assembly and work result dimensions with other dimensions described at a higher level.  This would help with value engineering activities by allowing a common cross project way of comparing similar scopes of work.

As the procurement process advances, the scope of work may divide and become more granular to support preliminary schedules, subcontractor bid comparison, and advance procurement activities.

When the work is awarded and buy-out and construction planning starts, the scope would be further refined to facilitate subcontract commitment, submittal approval tracking, material status, construction sequence, change management and quality control processes.

At the most detailed level CEM would support Lean Construction methodologies of pull planning to further decompose work items into smaller units of work for weekly plans and detailed progress tracking.

Scoping is an additive process. As work items are decomposed, adding detail, all relative constraints and dependencies are maintained and persist at the more detailed level. Information is only identified and entered a single time and is not duplicated in the model.

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