Associate tools with compatible unit library records. The tools added here define which tools are required to complete a job for this compatible units library record.
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Select Work > Projects > Compatible Units > Compatible Units Library.
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Select the compatible units record for which to add tools, and then click the Tools tab.
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Click Add Tool.
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Specify this information:
Tool - Optionally, select the tool to add to the compatible units record as a required tool to complete the work.
Hours Required - Specify the number of hours the tool is required to complete the work.
Rate Override - Optionally, specify a monetary rate to use as an override for the standard cost of the tool.
Action Type - Select Abandon, Install, Remove, or Transfer as the type of action for which the tool would be considered when the compatible units library record is associated with a CU estimate.
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Optionally, select one or more tools adjustments to be considered when the compatible units library record is associated with a CU estimate. These adjustment factors are considered when calculating costs associated with tools when performing compatible units cost estimation.
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Click Submit.