This procedure allows you to add Equipment details line items under a specific Unit Parent ID:
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Go to Admin > TAR Admin > TAR Enterprise Defaults.
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Select the TAR Default Unit Register tab.
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Select the Unit ID hyperlink.
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In the Default Equipment Type Details and Import panel, select Insert Row icon to add Equipment line items under the selected Unit ID.
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Enter values in the following fields:
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Equipment ID
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Equipment Name
You can use "PROJECT WORK" in Equipment Name to link the cost items with a project
budget and "EXCHANGERS" to add the value to BPAD Support.
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Equipment Code
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Direct Man Hours
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TAR Default Direct Rate($)
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TAR Default Indirect Rate$)
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TAR Default Productivity Factor
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TAR Default Repair Allowance
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TAR Default Planning Man Hours
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Select the Shut Down/Start Up ellipsis and choose SD/SU or No.
The equipment set to 'No' will appear in the Job Cards of Conceptual Estimate.
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Select the TAR Site Path ID ellipsis and choose the site from the list.
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Select SAVE. After saving, the Path ID and the Equipment Internal ID auto populate.
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Select the Delete Row icon if you want to delete any selected row.
Import TAR Equipment Details
To import Equipment spreadsheet using an Excel or Tab-delimited file, follow the procedure:
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Go to Admin > TAR Admin > TAR Enterprise Defaults.
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Select the TAR Default Unit Register tab.
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Select the Unit ID hyperlink.
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In the Default Equipment Type Details and Import panel, select Import icon to import Equipment spreadsheet.
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Select the Choose File button to choose the required file.
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Select the required Format as per the selected file. The available values are listed below:
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Excel
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Tab-delimited
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From Import Rule for Incoming Records, select the Create New / Update Existing option.
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Select the Preview data before saving check box to validate the data before importing.
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Select OK to import the file.
Verify the data on the screen. If there are any missing or blank fields, select the
Refresh button to discard the data and repeat the above procedure to import the file again.
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Select SAVE.