Fields From Minutes

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Fields From Minutes

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Use Cases

You may want to see certain fields defined for the Minutes in the WBS as well

to repeat the totals of cost/time/price or to consolidate their values on the chapter level

to break down their values according to the discrete values of a key field

because they are free fields whose attribute Show in total features a value

because their input is allowed in the WBS (regardless of the variant) (free fields)

because they are WBS fields (read-only native fields).

 

Procedure

Open the WBS Fields Manager. and select Fields for Minutes.

Click New field: this autofills the Mnemonic.

NOTES All mnemonics can be edited by user and must be unique .

 

Click Edit in the Breakdown column, and select the field defined for the Minutes.

As of the three last eligibility cases, the procedure is finished.

To show the contribution of each chapter/task to a metric, . Select the metric, and optionally, a key field.:

add_set

 

 

Total to show or distribute

Total of the section of Minutes (check box for compatibility)

Minute total is multiplied by WBS quantity, Total chapter shows. No rounding

Filter/key with discrete values

 

Sub header labels

If you check Multiple fields, QDV7 creates as many columns as checked boxes, with secondary headers named after the checked discrete values.

The value of each row is distributed across the columns:

cost distribution

 

NOTES

- To show in the Values drop-down list, a free field must have

* either its attribute Show in totals set to Sum, Minimum or Maximum (How to Create Free Columns with Custom Behavior)

FM_breakdown

* or its attribute Entry allowed set to WBS only/and Minutes (How to Create Free Columns with Custom Behavior)

In the latter case, an extra section enables you to specify whether the value can also be Viewed/Edited in the Branches/Minutes/Totals/Shared estimates.

- When breaking down the values according to the currency with which they have been entered in the Minutes view (Material) or the Overhead sheet (Workforce), all the sums are expressed in the currency of the estimate; to display the values in the currency with which they have been entered, select the key Material/Workforce/Currency (of forced price) (Native); of course the option Display a field with sums is disabled. In both cases, it does not make sense to check the empty box.

- The 'Line selling price (grouped)' column differs from the 'Line selling price' column in that some rounding may appear due to grouping

- Each breakdown sub-column has its own permissions. Refer to User Profiles.  

 

The Visibility/Allowance section

 

 

Visible in estimate

Visible in progress statement

Allowed

Entry allowed

FIELD FROM MINUTES

-Yes

-No

-Yes

-No

To be defined: Branches, Minutes, Totals and/or Shared estimates

 

 

 

 

 

 

In edit mode, all columns are visible

How to Compare Several Versions (WBS)