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.
-
Select Work > Projects > CU Estimates.
-
Select the compatible unit estimate for which to associate compatible units, and then click the Compatible Units tab.
-
Click Add Compatible Unit.
-
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.
-
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.
-
Click Submit.