- Manufacturing
- Project Control Suite
- Activities
Use calculation groups to define:
- The formulas that are used to calculate the estimate line quantities for activities in the work breakdown structure.
- The models with the default formulas for each transaction type.
- The setup that is required for progress billing: a variable that is marked as scheduled unit. For progress billing, usually, the scheduled unit variable is a percentage.
- The setup that is required for subcontracting: a variable that is marked as scheduled unit and for which the unit is defined as well. Reason: Subcontracting uses purchase orders, and on the purchase lines a unit is required.
- A cost price (expense) or sales price (expense) for a specific scheduled unit.
Standard procedure
1. |
Go to Project management and accounting > Setup > Advanced project management > Calculation groups. |
2. |
Click New. |
3. |
In the Group field, type a value. |
4. |
In the Description field, type a value. |
Notes
You can also make a copy of an existing calculation group and modify it. To do so, select a calculation group, click Copy group, fill in the fields, and click OK.