Use Case
For consistency, identical articles, i.e. whose references in QDV7 are the same, should feature the same breakdown.
We describe two cases.
Two Cycles
A breakdown (data set in phase #3) is available. (Refer to Generating Each Phase.)
Say the estimate includes two tasks A and B. In the first cycle, only A is selected (Selection tab):
Phase 1 |
Phase 2 |
Phase 3 |
|
|
Phase 1 |
Phases 2 & 3 |
A |
A |
A (data set) |
Clean |
Check A & B, & Save |
|
|
|
|
|
|
|
A Load → A |
A |
|
|
|
|
|
B |
B |
NOTE This method based on the references is similar to the QDV7 method as to How to Insert an Article or a Set Using its Reference or Descript.
Procedure at second cycle:
1.Select in a derived sheet a row with a reference
2.Click ribbon>Load
3.Select a file of base type generated in phase 3 (extension is .base.xlsx); select the scope:
▪Add the algorithm (to the list) for each matching reference
▪Overwrite the costs and the algorithm for each matching reference
▪Overwrite the costs and add the algorithm (to the list), but force only the algorithm (for example to compensate on the quantity).
Forcing, followed by Propagation
You may want to force costs in a derived sheet, possibly in all the sheets, in order to ensure consistency. These are generally the costs of the workforce where quantities in hour are high. Do not force the compensation column. Therefore a second algorithm is required:
1.In phase #1, enter the cost per unit to freeze it
2.In the adjacent table, in the same row, select the algorithm that compensates on the quantity
3.Holding down the Ctrl key, select the new cost and the new algorithm; then in the ribbon, click
4.Choose the propagation mode among the three proposed ones; the new cost and the new algorithm propagate to Minutes with the same reference.
Example starting at algorithm creation. We compensate on the material; in phase #2, the extra row catches up the unbalance due to forcing:
Forcing a value & compensating on quantity
The forced row in the joint table is highlighted as follows:
|
|
|
|
Formula 1 |
||
ALGORITHM |
REF |
TASK |
LINE |
COMPUTE |
QDV |
FORCED |
Drop-down list |
Reference of articles in the Minutes view |
Hex WBS ID of task (24 bits) |
Row No. in the section of Minutes |
result from model |
Value to reach (LineTotalSellingPrice) |
ALGO |
The background color is set in Settings>Distribution.