Associating compatible units with compatible units estimates - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Associate compatible units records with CU estimates to define the compatible units library records to include in an estimate, which will help determine the total costs associated with an estimate.

  1. Select Work > Projects > CU Estimates.

  2. Select the compatible unit estimate for which to associate compatible units, and then click the Compatible Units tab.

  3. Click Add Compatible Unit.

  4. Specify this Compatible Unit Details information:

    Sequence Number - Specify the sequential order in which this compatible unit (work) occurs in the estimation process.

    Work Point - Specify the work point to associate.

    Compatible Unit - Specify the compatible unit to associate.

    Quantity - Specify the quantity.

    Accounting Code - Specify the accounting code to assign to this compatible unit in the system.

    Fixed Asset Code - Specify the code if this compatible unit is an external asset in a financial accounting system outside of the EAM application.

    Action Type - Select Abandon, Install, Remove, or Transfer as the type of action the compatible unit would be considered when associated with this CU estimate.

    Supplier - Optionally, specify the supplier to provide parts and services specifically for this compatible unit.

  5. Optionally, select one or more labor, materials, and tools adjustments to be considered when the compatible units library record is associated with a CU estimate.

  6. Click Submit.