Navigation:  QDV Tools for EXCEL > QDV Distribution Tool > Generating Each Phase

Organization Option (Chaptering of Minutes)

While the Distribution tab defines the breakdown into columns, the optional Organization tab defines the classification in sections of rows (chapters).

To generate an estimate by chapters of Material type or of free column type (pretty much as a report of Nomenclatures type grouped by Kind IDs of Material type, but on a higher level, without merging the rows):

1.Click the icon; this opens the Chapters window  

2.Click +; this shows two areas

3.Select a row in the model after the reference row, and click the ► index; if you have already entered a label in the model, the label shows and can be edited  

4.If needed, repeat steps #2 and 3 (you can leave an interpolated row in addition to the row to be filled)

5.Click Save

6.Select the name in the drop-down list

7.Select one or more resources (by pressing Ctrl)

8.Click ↑ to tip it (them).

 

NOTES

- If a Minute features only a Workforce Kind ID, it will be enrolled in the Non assigned part (ahead)

- You can classify some rows in the chapter "Not taken into account" based on the values in some columns.

 

If you have defined "Minutes extra columns" in the Parameters tab, they are proposed in the chaptering as MEDx (Minute Extra Data). A Minute will be enrolled only if the value in this column is not null.

Order for enrollment in event of multiple contributions:

1.Chapter assigned by the first extra column

2.Chapter assigned by the second extra column

3.Chapter assigned by a Material ID.

 

See Example With Free Column.

 

PARTICULAR CASE

If you have marked some Minutes with the Must purchase? special field (refer to How to Create Free Special Columns), it is possible to group rows where this field is worth X.

 

File of Parameters

To store the parameters of the pane except the scope-pagination in a file, click the Export button in the pane. Extension: qdvdp.

To reuse it, click the Import button in the pane. If you have changed the estimate with the Unlink button, the Distribution and Organization data are missing; you must repeat the whole procedure.

NOTE To refresh the chapter assignment, click the icon and close.

 

Selection of the Scope & Pagination

The Selection tab is used to define the tasks to include in the final estimate.

If you select a branch, all the underlying tasks will be gathered in one sheet.

To exclude a branch or a task already selected, select its name and click Sel–.

The count of selected branches and tasks shows after the Sel label.

Select the Parameters tab, and click Save.

In event of a scope change, to reload the resources and breakdown columns, click Meta Data.

Do not just select the root; this blocks the processing as early as phase 1.

 

Phase 1

Compute All.

Click the Phase 1 icon.

The tool applies the formula with the QDV7 selling price in the Breakdown column.

This creates the derived sheets. The potential titles of chapter are interspersed.

An optional Minute gets a quantity of –1.

In addition, this fills up the task top block and appends a table vis-à-vis the Minutes in place of the Column to delete during copy. The COMPUTE column shows the results of the formula (visible in the formula bar) after this first iteration:

If the QDV column shows an abnormal value, compute all the estimate in QDV7, save it and repeat from the beginning.

An anomaly sheet may show the following codes:

▪DC (Different Chapter): impossible to order a Minute in a chapter of the organization (keys attached to different chapters)

▪ND (No Data): no data generated.

If some cells reads #REF!, check the step #7 of model preparation in QDV Distribution Tool.

You can ask to consolidate the similar rows, i.e. with the same values for all used columns (Description, Unit, and potentially the Minute Extra Columns). Then the first of them bears the sum of quantities.

 

Phase 2

Click the Phase 2 icon; the compensation column, the associated zone where coefficients are applied and the COMPUTE column are modified to reach the QDV values.

You can ask that the <model name>.ANOMALY anomaly sheet be populated. To go to the model sheet and the Anomalies sheet back and forth, click the corresponding icons in the ribbon.

It features a table showing for each Minute with a QDV value and one or more anomalie(s) the type(s) of anomaly and a link to this Minute.

Types of anomaly:

 

To solve FDs in the task total row, click the Solve button in the Anomaly sheet; the tool inserts a new row into the derived sheet (one row by sheet); it

▪Takes as description by default what is specified in ribbon>Parameters>Distribution>Description by default for the adjustment row

▪Forces the quantity to 1 (except when the compensation operates on quantities)

▪Values the compensation column of the first formula of the first algorithm to get to a Selling Price equal to xxxx in this row

▪Enters the total of the extra row in the COMPUTE column of the joint table

▪Enters ANOM into the FORCED column of the joint table (the color of this row is specified in ribbon>Parameters>Distribution).

After processing, the button caption turns to Solved regardless of success or failure.

NOTES

- An FD anomaly may result of the estimate not being computed and saved beforehand. (Refer to QDV Distribution Tool>section Linking To An Estimate & Parameterization.)

- In QDV7, you can define a Target row, whose role is similar to the one of the adjustment row (do not confuse it with the changing cell used for compensation).

 

To solve ISLs, you must change the breakdown column (select a column with strong values) or compensate on quantities.

When the task is in Total Mode, the quantity used to adjust the Minute’s quantity is the native one, regardless of the selected WBS column.

In the following mapping and resources distribution, say that we have chosen to compensate on the first column; the Minutes #2 and 3 are declared ISL:

Solution: choose to compensate on the second column.

 

To return to the start of the procedure, click Clean. This deletes the sheets created in phase 1. The QDV7 data are not refreshed.

Repeat the phase 2 (preceded by a phase 1 if you have changed selection).

Persisting anomalies do not prevent from going to phase 3, but you had better change algorithm.

 

Phase 3

Click the Phase 3 icon and enter a workbook name and select one of the following:

▪Base file for the customer; the status bar shows "Creating the customer version"

▪Signed file for the customer

▪Data set for next time (base of articles); append the .base.xlsx extension.

 

You can ask to consolidate the similar rows, i.e. with the same values for all used columns (Description, Unit, and potentially the Minute Extra Columns). Then the first of them bears the sum of quantities.

If the ‘First column to delete in phase 3’ parameter is filled up, all the columns at the right of the column, including itself, will be cleaned. Otherwise, the working area serves as the reference.

 

The joint tables and watermark do not show in the generated estimate.

NOTES

- The file format is xls and/or pdf (only for first option); the pdf file name gets the same name; a page break is created after each task/branch

- You can generate several different files in a row.