In construction projects, quantities are often calculated based on specific settings. In Project Control Suite, this setup is done in 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.

Activities

Name Responsible Description

Set up calculation variables

Project manager

Define the variables to be used:

  • In formulas.
  • As scheduled units in work breakdown structures.

You can define variables that differ from the units. But you can also link a variable to a unit.

Set up calculation groups

Project manager

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.

Activities

Name Responsible Description

Set up calculation variables

Project manager

Define the variables to be used:

  • In formulas.
  • As scheduled units in work breakdown structures.

You can define variables that differ from the units. But you can also link a variable to a unit.

Set up calculation groups

Project manager

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.
Related to Notes

Set up calculation

 

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