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:
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First, you must import cost data into Smart Build Insight.
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Then, map the work packages with imported cost items. For more information, see Map the cost items with schedule items.
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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.
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Locate the work step and click Options > Edit.
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For the Update progress by option, select Quantity.
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Select the Cost item quantities option.
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Click the Allocate cost item quantity > View/Modify cost items option to assign the quantities for the work step.
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This option is available only if the work packages and cost items are mapped.
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In the Allocated cost item quantities window, choose an allocation method.
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.
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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 |
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From Smart Build Insight repository |
Click Add and select the necessary resource type. |
From the cost data that you imported |
These options are available only if you've allocated the quantities from the selected cost items. |
You can use the column filters in the resources tables to see only the items you're interested in.
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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.
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Similarly, if the there is a change in quantities or resources of a work step, the application automatically updates all the schedule weightages accordingly.