How do I assign weightages to work steps? - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

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The application automatically calculates the work step weightages when you assign or update quantities and resources to it.

Assign quantities

To use quantities from cost items:

  1. Go to Scheduling or Production Planning .

    Any changes made in Scheduling will not be reflected in Production Planning unless you copy it to the Production Planning.

  2. Locate the work step and click Options > Edit.

  3. For the Update progress by option, select Quantity.

  4. Select the Cost item quantities option.

  5. Click the Allocate cost item quantity > View/Modify cost items option to assign the quantities for the work step.

    • This option is available only if the work packages and cost items are mapped.

    • You can further filter the cost items using the column filters.

      1. Select Filter on the column header.

      2. Enter the operator and enter the value.

      3. Click Apply.

      For example, if you want to view only the cost items having assigned quantities:

      1. Click Filter on the Assigned WP qty column.

      2. Select Greater than from the operator list.

      3. Enter 0 in the Value box.

      4. Click Apply.

  6. In the Allocated cost item quantities window, choose an allocation method.

    Which allocation method should I choose?

    Remaining qty

    If you want to allocate quantities based on what's available in the Remaining qty column, choose the Remaining qty method. The Remaining qty column shows how many quantities are remaining from the total assigned quantities for allocation.

    Assigned WP qty

    If you want to allocate quantities based on what's available in the Assigned WP qty column, choose the Assigned WP qty method. The Assigned WP qty column shows the quantities that are calculated based on the cost distribution weightages (CDWs) assigned to the work package.

    The following example explains how the quantities are calculated based on the work package cost distribution weightage.

    For example, consider that work packages A1011 and A1012 are mapped to the cost item C10011. The total quantities available for C10011 are 500 pieces. Let's assume that while mapping the work packages you have assigned 40% CDW to A1011 and 60% CDW to A1012 work packages, respectively. So, the cumulative CDW for the cost item C10011 is 100%.

    Based on the assigned CDWs, 200 pieces (40% of 500) are automatically available for the A1011 work package, and 300 pieces (60% of 500) are automatically available for the A1012 work package. You can then allocate these quantities to the work steps as necessary.

    You can assign the CDWs using 5D Management . For more information see, How do I assign cost distribution weightage (CDW)?

    SHARED Tip You can automatically allocate the remaining quantities instead of manually typing the value. To do so, click Allocate remaining quantity . If you change your mind, you can reset the value. To do so, click Reset and type the required quantity.

  7. Choose how you want to assign the quantities.

    To assign quantities

    Do this

    Manually

    Turn off the Roll-up quantities toggle.

    In the respective Planned quantity cell, type a value.

    You can allocate the quantities either to the parent or the child cost items as they are independent of each other.

    Automatically

    Turn on the Roll-up quantities toggle.

    The application allocates quantities from cost items with similar UOMs.

Then, add resources to the work step

You can add resources of categories such as equipment, labor, material, and subcontractor to the work step either from the Smart Build Insight resource library or the imported cost data.

If you want to add resources

Do this

From Smart Build Insight repository

Click Add and select the necessary resource type.

From the cost data that you imported

  • To automatically add all the resources associated to the selected cost items, click Auto populate.

  • To add only specific resources manually, click Add > Add from cost items.

These options are available only if you've allocated the quantities from the selected cost items.

SHARED Tip You can use the column filters in the resources tables to see only the items you're interested in.

  • Cost on the work step is derived from the cost of the allocated resources, whereas the weightage of the work step is calculated based on the available cost of the parent work package.

  • Similarly, if the there is a change in quantities or resources of a work step, the application automatically updates all the schedule weightages accordingly.