Set up calculation groups

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.

To each calculation group, add the calculation variables that you want to use:

• To define formulas.
• As scheduled unit.

To each calculation group, you can add formulas to calculate the quantities on estimate lines. You can add formulas for these transaction types:

• Hour
• Expense
• Item
• Equipment

For each transaction type, you can add several formulas.

In a formula, you can use:

• The variables as defined for the calculation group. Put each variable in square brackets: [variable].
• These symbols: + - / * ()

Use models in a calculation group to define a set of default formulas. You can define several models for each calculation group.

For each model, you can define a default formula for each of the transaction types. You can use a formula in several models.

Only add the required formulas to a model. For example, if only a formula for hours is required, don't define formulas for the other transaction types.