Create calculation group

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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.

Steps

  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.