New tailoring

Introduction

The process of creating a new tailoring is quite similar to the one to create a new project

Step 1: Open project tailorings

Tailorings

Actions

  1. Click NEW TAILORING

Step 2: Catalog selection

The first step is to select a catalog version that will be used to create the tailoring.

Catalog selection

Actions

  1. Select a catalog version
  2. optionaly, add a note
  3. Click NEXT

Step 3: Upload a screeningsheet

This step uploads the project perimeter in the form of a PDF screening sheet file.

Screeningsheet upload

The name of the project match match the name of the project used to create a new tailoring for!

Actions

  1. To upload a screeningsheet click into the field near to the pencil icon and select a screeningsheet pdf.
  2. Click UPLOAD to upload the file. Evaluated screeningsheet data will be shown.
  3. Click NEXT

Step 4: Check calculated selectionvector

In this step the calculated selectionvector is displayed and its values can be changed.

Selectionvector review

Actions

  • You can change all selectionvector values by selecting a profile or
  • Change single value(s) by clicking the pencil and enter a new value (0-10)
  • Click NEXT

Profiles and selectionvector are highly tenant specific. The demo platform only provides a minimalistic example.

Step 5: Compare calculated and modified selectionvector

The comparison between the calculated and the applied selectionvector is displayed for information.

Selectionvector comparison

Actions

  • If you like to change some value, click PREVIOUS to get back to the previous page
  • Click CREATE TAILORING to create a project with an inital tailoring based on the provided selectionvector

Step 6: Project tailorings

All tailorings of the project will be displayed. This screen is the starting point for modifying or creating documents of project tailorings. It is also possible to add new tailoring to the project

Project tailorings