Update Material Details - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

You can either add the material details manually or add them directly from the Material Selection panel.

You can only delete the material details that are added manually or selected from the Material Selection panel. The material details that appear after adding the materials in the Material Library tab cannot be deleted.

To delete a material detail, select the required line item and click the Delete Rows(s) icon in the Material Details panel.

Update the Material Details Manually

This procedure allows you to manually add, modify, and delete material details associated with estimate project objects.

If you add any materials in the Material Library tab, it appears in the Material Library ID-Name field.

  1. Click the Material tab.

  2. In the Material Details panel, click the Insert Row icon to add a new material.

  3. Click the Object Path ID ellipsis to select the required object.

  4. Click the Material ID ellipsis to select the required material.

  5. Perform any of the following actions:

  • Select the required Rate Source as Cost Object Unit Rate Table.

    1. Type the required Quantity.

    2. Click the UOM ID ellipsis to select the required units of measurement.

    3. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    4. Type the required Description.

    5. Click the Save button. The Rate Table, Rate, Cost, and Cost in Object Currency auto-populate.

      • The unit rate table in the Estimate Setup screen (Estimating > Estimate SetupRate TablesView All Project Estimate Rate TablesProject Object Rate Tables panel) appears in Rate Table ellipsis when the details are saved.

      • The Rate updated for the selected equipment ID in the Estimate Setup screen (Estimating > Estimate SetupRate TablesUpdate Project Labor Rates) auto-populates.

      • The formula that is used to calculate Cost is (Rate * Quantity).

  • Select the required Rate Source as Transactions Unit Rate Table.

    1. Type the required Quantity.

    2. Click the UOM ID ellipsis to select the required units of measurement.

    3. Click the Rate Table ellipsis to select the unit rate table.

    4. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    5. Type the required Description.

    6. Click the Save button. The Rate, Cost, and Cost in Object Currency auto-populate.

      • The Rate updated for the selected equipment ID by the EcoSys administrator in the Unit Rate Tables screen (Admin > Estimates Admin > Enterprise Libraries > Unit Rate Table) auto-populates. This is applicable only when the Start Minor Period of the resource falls in between the Project Start Date and Project End Date.

      • The formula that is used to calculate Cost is (Rate * Quantity).

  • Select the required Rate Source as Transaction Rate.

    1. Type the required Quantity.

    2. Click the UOM ID ellipsis to select the required units of measurement.

    3. Type the required Rate.

    4. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    5. Type the required Description.

    6. Click the Save button. The Cost and Cost in Object Currency auto-populate.

      The formula that is used to calculate Cost is (Rate * Quantity).

  • Select the required Rate Source as None.

    1. Type the required Quantity.

    2. Click the UOM ID ellipsis to select the required units of measurement.

    3. Type the required Cost.

    4. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    5. Type the required Description.

    6. Click the Save button. The Rate auto-populates.

      The formula used to calculate Rate is (Cost / Quantity).

Add the Material Details from the Material Selection Panel

This procedure allows you to add the material details by selecting the line items from the Material Selection panel.

  1. Click the Material tab.

  2. In the Material Selection panel, click the Unit Rate Table ellipsis to select the required unit rate table. All the available materials appear.

    The materials are added by the administrator to the Unit Rate Table in the Unit Rate Tables screen (Admin > Estimates Admin > Enterprise Libraries > Unit Rate Tables).

  3. Click the Add hyperlink corresponding to the required material. The selected material is added to the Material Details panel. By default, Rate Source is updated to Transactions Unit Rate Table. The Currency and Rate updated for that material in that rate table appear.

  4. Type the required Quantity.

  5. Click the UOM ID ellipsis to select the required units of measurement.

  6. Click the Save button. The Rate, Cost, and Cost in Object Currency auto-populate.

    The formula that is used to calculate Cost is (Rate * Quantity).