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.

Project manager Project manager Start Start Create calculation group Create calculation group 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. 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. Add calculation variables to calculation group Add calculation variables to calculation group To each calculation group, add the calculation variables that you want to use:To define formulas.As scheduled unit. 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. 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 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. Add formula to calculation group Add formula to calculation group To each calculation group, you can add formulas to calculate the quantities on estimate lines. You can add formulas for these transaction types:HourExpenseItemEquipmentFor 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: + - / * () Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Calculation groups. 2. Click Edit. 3. Expand the Formulas section. 4. Click Add. 5. In the Transaction type field, select an option. 6. In the Formula field, type a value. 7. In the Name field, type a value. 8. In the list, find and select the desired record. 9. Click Test formula. 10. Click OK. Notes You can also make a copy of an existing formula and modify it. To do so, select a formula, click Copy, fill in the fields, and click OK.To modify an existing formula, select it and click Edit. Add model to calculation group Add model to calculation group 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. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Calculation groups. 2. Expand the Models section. 3. Click New. 4. In the list, mark the selected row. 5. In the Model ID field, type a value. 6. In the Name field, type a value. 7. In the Hour formula field, enter or select a value. 8. In the Expense formula field, enter or select a value. 9. In the Item formula field, enter or select a value. 10. In the Equipment formula field, enter or select a value. Notes On a calculation group, you can define several formulas for a transaction type. If you have done so, on a work breakdown structure, you can change the default formula for an: Activity - You can do so on the Work breakdown structure form, in the Calculation section, in the Formula selection group. Estimate line - You can do so on the Work breakdown structure form, in the Line details section, on the Estimated costs and revenue tab, in the Formula field. End End Use formulas? Use formulas? Use models? Use models? Yes No Yes No

Activities

Name Responsible Description

Create calculation group

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.

Add calculation variables to calculation group

Project manager

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

  • To define formulas.
  • As scheduled unit.

Add formula to calculation group

Project manager

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: + - / * ()

Add model to calculation group

Project manager

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.

Activities

Name Responsible Description

Create calculation group

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.

Add calculation variables to calculation group

Project manager

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

  • To define formulas.
  • As scheduled unit.

Add formula to calculation group

Project manager

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: + - / * ()

Add model to calculation group

Project manager

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.

Related to Notes

Set up calculation groups

 

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