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.:
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 |
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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:
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)
* 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
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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 |
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In edit mode, all columns are visible |
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