Work Packages - Intergraph Smart Materials - 10.1 - Training - Hexagon

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Smart Materials/Smart Reference Data Version
10.1

A work package is a user-defined selection of BOM nodes and materials that allows you to define specific where conditions for the ident and list position selection (scope of material).

Using these work packages, the forecast/reservation runs determine the material that is required to perform scheduled construction tasks. Work packages must be predefined before a forecast/reservation run can be performed.

Work packages are defined and maintained on the Work Packages screen.

To create a new work package, click Add Row in the Work Packages grid. Enter the work package name in the Work Package field and the descriptions in the Short Description and Description fields.

To assign a ROS (Required on Site) date to the work package, select the date from the Date Picker in the ROS Date field.

The next fields can be used to assign where conditions to the selected work package. For more information about where conditions, refer to Where Conditions.

In the Material Where Condition field, you can select a pre-defined where condition from the LOV. The LOV shows all where conditions defined on Query Builder Screen for the ā€˜C1005_1ā€™module. With this where condition, you can limit the idents (material) to be selected from the BOM by the forecast/reservation run.

In the BOM Where Condition field, you can select a pre-defined where condition from the LOV. The LOV shows all where conditions defined on Query Builder Screen for the ā€˜C1005_2ā€™module. With this where condition, you can limit the WBS nodes and BOM list positions to be selected from the BOM by the forecast/reservation run.

In the Mandatory Material Where Condition field, you can select a pre-defined where condition from the LOV. The LOV shows all where conditions defined on Query Builder Screen for the ā€˜C1005_3ā€™ module. With this where condition, you can define a set of specific material (mandatory list positions; LP=list positions) that is absolutely necessary for starting the installation and depending on this material issue. For example, pipes are essential for the installation of a pipeline. This where condition is used by the forecast/reservation run shortage option. For more information, see Forecast Run.

In the CIP (BOM) Where condition field, you can select a pre-defined where condition from the LOV. The LOV shows all where conditions defined on Query Builder Screen for the ā€˜C1005_4ā€™ module. This optional where condition is used by the forecast/reservation run for the shortage option ā€˜2-Pass CIPā€™.

In the CIP (Material) Where condition field, you can select a pre-defined where condition from the LOV. The LOV shows all where conditions defined on Query Builder Screen for the ā€˜C1005_5ā€™ module. This optional where condition is used by the forecast/reservation run for the shortage option ā€˜2-Pass CIPā€™.

Next, select a value from the drop-down list in the Priority Type field. The available values are:

  • WORK PACKAGE

  • WEIGHT (CIP)

  • PROPERTY

  • ISSUED FIRST

  • INSTALL_PAY_ITEM (CIP).

Select a property from the LOV in the Property field. All properties defined on Properties screen of Table and Properties Menu, are available for selection.

For more information about the Priority Type and Attribute fields, see Forecast Run.

With the Locked indicator, you can lock a work package, which means that the assigned where conditions, BOM paths, and so forth cannot be changed.

Only users with the UNLOCK WORK PACKAGES privilege are allowed to reset the Locked indicator of a work package.

Enter the user who is responsible for this work package in the User field. By default, the login user is entered when a new work package is created.

In the second (Work Package Details) block, you assign BOM list nodes to the selected work package. To select the nodes in the WBS (Work Breakdown Structure), click the Nodes button available in the second block.

This screen shows all the available BOM list nodes. Click on the expand icon adjacent to a node, to expand it and to view the sub-nodes. The Position Available column shows which list nodes have outstanding quantities, which means (list position quantities - issued quantities) > 0. Click on Check corresponding to the list node, to view the availability. Alternatively, you can select the ā€˜Show Position Availableā€™ indicator to view the availability for all the nodes displayed.

Select the check box of all nodes that should be added to the work package. You can click the Select All button to select all available nodes in one step. Click the Unselect All button to cancel the selection. The selected nodes will be displayed under the ā€˜Selected BOM Nodesā€™ section in the right side of the window. Under this section, user can also undo the BOM Nodes selection, by selecting the BOM Nodes and clicking on ā€˜deleteā€™ icon.

Finally, click the Fill In button to close the screen and to assign all selected nodes to the work package.

In the BOM List Nodes window, you can enter a string in the Search box, and then click the Go button to search.

Alternatively, you can click on Advanced Search button to open the Advanced Search window. Here you can enter a search criterion, and then click Go button to search. All the nodes matching the search criterion will be displayed.

The sequence number in the Seq field of Work Package Details is filled automatically. This sequence number defines the order in which the reservation/forecast run will process the list positions. If necessary, adjust these sequence numbers manually. The sequence numbers must be unique within a work package.

If you have defined BOM sets for the login discipline on Site BOM Filters, the List nodes displayed in the BOM List Nodes window is limited to the BOM list nodes assigned to these BOM sets. For more information, see Site BOM Setup Nodes.

If you have completed and saved the work package, click the Results button in the Work Package Details block. A new window, Work Package Results, opens and displays all list positions identified by the where conditions and the BOM nodes assigned to the selected work package.