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

EcoSys Projects Help (3.01)

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English (United States)
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EcoSys
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EcoSys Standard Version
3.01

You can either add the equipment details manually or add them directly from the Equipment Selection panel.

You can only delete the equipment details that are added manually or selected from the Equipment Selection panel. The equipment details that appear after adding the crews or materials in the Crews or Material Library tabs cannot be deleted.

To delete an equipment detail, select the required line item and click the Delete Rows(s) icon in the Equipment Details panel.

Update the Equipment Details Manually

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

  1. Click the Equipment tab.

  2. In the Equipment Details panel, click the Insert Row icon to add a new equipment.

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

  4. Click the Equipment ID ellipsis to select the required equipment .

  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 Equipment 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 equipment 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 Equipment Details from the Equipment Selection Panel

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

  1. Click the Equipment tab.

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

    The equipment options 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 equipment. The selected equipment is added to the Equipment Details panel. By default, Rate Source is updated to Transactions Unit Rate Table. The Currency and Rate updated for that equipment in that rate table appear.

  4. Type the required Hours.

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

    By default, Hours appears in UOM while adding the equipment details.

  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 * Hours).