- Manufacturing
- Project Control Suite
- Activities
To each calculation group, add the calculation variables that you want to use:
- To define formulas.
- As scheduled unit.
Standard procedure
1. |
Go to Project management and accounting > Setup > Advanced project management > Calculation groups. |
2. |
Click Edit. |
3. |
Expand the Variables section. |
4. |
Click Add. |
5. |
In the list, mark the selected row. |
6. |
Click Add. |
7. |
Click OK. |
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Note: Consider filling in these fields: - Default value: You can enter a default value for a variable. If you assign the calculation group to a work breakdown structure line, its variables with the default values are added as well. - Is scheduled quantity: If this check box is selected, the variable is the scheduled unit for the calculation group. If you assign the calculation group to a work breakdown structure line, this variable is the scheduled unit for the line. For each calculation group, you can only mark one variable as the scheduled unit. - Unit: You can link a variable to a unit. This is required if you use the variable in subcontracting
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Notes
- Make sure you only add the variables that you want to use. All variables, as added to a calculation group are, for example, shown in the Calculation section on the Work breakdown structure form. And it makes no sense to have unused variables shown there.
- If a calculation group is only used to define a scheduled unit, you only need to add one variable.
- If you use progress billing, mark a variable as scheduled unit. For progress billing, usually, the scheduled unit variable is a percentage.
- If you use subcontracting, mark a variable as scheduled unit, and define the unit as well. Reason: subcontracting uses purchase orders, and on the purchase lines a unit is required.