Add calculation variables to calculation group

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

  • To define formulas.

  • As scheduled unit.

Steps

  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.