Construction Project Card
The information entered in the Construction Project card forms the basis of the construction project and is transferred to the sub-projects created from the Construction Project page.
Open the Construction Projects list from the Role Center or by choosing the 
icon, enter Construction Projects, and then choose the related link. Choose the New action to create a construction project or the Edit or View action to open an existing construction project.
Some of the fields and actions in the Construction Project page are the same as the fields and actions in the Project Card. The Construction Project page has additional fields and a Projects FastTab that allows you to perform many of the construction processes without needing to work in the project card. Additionally, there are two FactBoxes specific to the construction project.
This section describes information about the Construction Project page. For information about other fields in the Project Card that are specific to COSMO Project Construction, see Project Card. For more information about the fields that are specific to COSMO Project Manufacturing, see the COSMO Project Manufacturing Help.
General FastTab
The fields on the General FastTab are described in the following table.
| Field | Description |
|---|---|
| No. | Unique identifier for the construction project. Depending on number series setup, this number can be generated automatically or entered manually. |
| Description | Short description of the construction project. |
| Description 2 | Additional description of the construction project, maximum 100 characters. When a project is created from the construction project, only 50 characters are transferred to the Description 2 field in the Project Card. |
| Contact No. / Contact Name | Number and name of the contact company or person. |
| Person Responsible / Person Responsible Name | Person or Resource to be associated with the construction project, typically intended for the sales and project manager. This individual is automatically assigned to the Project Team when a project is created. |
| Salesperson Code | Salesperson associated with the construction project. The code defaults to the construction project if it was created from an opportunity. |
| Status | Indicates the current phase of the project. The options are Captured, Quotation Processing, Building Execution, and Completed. |
| Estimated Order Value (LCY) | Indicates the estimated value of the construction project in local currency. |
Projects FastTab
The Projects FastTab is empty until a project is created for the construction project. Once a project is created, this FastTab is populated with information from the Project Card. You can manage all project-related processing in this FastTab as opposed to using the Project Card directly.
Fields
The fields on the Projects FastTab are described in the following table.
| Field | Description |
|---|---|
| No. | Unique identifier for the project. Depending on number series setup, this number can be generated automatically or entered manually. |
| Description | Short description for the project. |
| Project Type | Classification for the project. |
| Bill-to Customer No. | Indicates where the sales invoice is sent. |
| Status | Indicates the current phase of the project. The options are Planning, Quote, Open (allows posting to the project), and Completed (prevents posting to the project). |
| Person Responsible | Indicates the Person or Resource associated with the construction project/project. |
| Structure Type | Indicates if the project is for calculating (Bill of Quantities), processing (Processing and Controlling), both (BoQ and PaC), or calculating and processing for subcontracting (Placing Unit). |
| Total Order Value (LCY) | Indicates the values of the released sales orders, in local currency. |
| Budget Total Cost (LCY) | Sum of the Calculation Total Cost (LCY) fields for all lines in the Project WIP page. |
| Actual Cost (LCY) | Indicates posted usage in the Project Ledger Entries, in local currency. |
| Total Invoice Amount (LCY) | Indicates posted sales in the Project Ledger Entries, in local currency. |
| Budget Total Price (LCY) | Sum of the Calculation Total Price (LCY) fields for all lines in the Project WIP page. |
| Construction Project No. | Indicates the number of the related Construction Project. |
| Description 2 | Additional description for the project. |
| Main Project No. | Indicates the project number that the current project was created from. |
| Person Responsible 3 / Person Responsible 4 | Two additional people can be assigned in the COSMO Project Construction project. These individuals are automatically assigned to the Project Team. |
| Project Posting Group | Determines which G/L accounts are used in posting processes. |
| Search Description | Alternate search name for the project. |
Actions
The actions on the Projects FastTab are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Manage | Edit / View | Opens the project for editing or viewing. |
| New | Creates a standard project that is not automatically attached to the construction project. | |
| Project | Dimensions | Opens the Default Dimensions page, which displays the default dimensions assigned to this project. |
| Ledger Entries | Opens the Project Ledger Entries page, which is used to view all the ledger entries for a project. For more information, see Ledger Entries. | |
| Statistic | Opens the Calculation Statistics page, which provides detailed calculation information. For more information, see View Calculation Statistics and Edit Vernier Adjustments. This action is only available for BoQ projects. |
|
| Contacts | Opens the Project Contacts page, which is used to assign additional contacts to the project. For more information, see Contacts. | |
| Project Team | Opens the Project Team page, where the assigned employees or resource groups are used later in the budgeting and planning stages. For more information, see Project Team | |
| Project Documents | Opens the Project Documents page, which displays all documents relating to a project. For more information, see Project Documents. | |
| Calculation | Contract Rules | Opens the BoQ Position List filtered on all BoQ lines that are marked as a Contract Rule in the BoQ Project Texts page, which is accessed by choosing the value in the Long Text field or choosing Line > Short/Long Text action on the Related menu. This action is not available for PaC projects. |
| BoQ Position List | Opens the BoQ Position List page, which includes the complete BoQ. For more information, see BoQ Position List. This action is not available for PaC projects. |
|
| Budget Calculation | Opens the BoQ Budget Calculation page, which is used to create the project structure and calculation, and is the basis for creating a project offer. This action is not available for PaC projects. |
|
| EFB Calculation | Opens the EFB Calculation page, which is used with the EFB 221 Report. For more information, see EFB Calculation. This action is not available for PaC projects. |
|
| Base Calculation | Opens the Base Calculation page, which is used to view the calculated values of the BoQ positions. For more information, see Base Calculation. This action is not available for PaC projects. |
|
| Submission Ranking | Opens the Submission Ranking page, which is used to enter the submission results. For more information, see Submission Ranking. This action is not available for PaC projects. |
|
| Build Execution | Execution Units | Opens the Execution Units page, which is used to define execution units. For more information, see Execution Units |
| Allocated Projects | Opens the Allocated Projects page, which includes all related BoQ Projects. For more information, see PaC Projects. This action is only available for PaC projects. |
|
| Structural Plan | Opens the PaC Structural Plan page, which is used for creating and planning the project structural plan. For more information, see PaC Projects. This action is only available for PaC projects. |
|
| Planning and Processing | Opens the Project Planning and Processing page, which focuses on all operative processes for planning, purchasing and project delivery. It is not possible to do a calculation here but all calculation-related fields can be displayed. | |
| Measurement Overview | Opens the Measurement Overview page, which provides a summary about measurements. For more information, see Measurement Overview. This action is not available for PaC projects. |
|
| Construction Invoice Plan Sales / Construction Invoice Plan Purchase | Opens the Construction Invoice Plan Sales or Construction Invoice Plan Purchase page, which provides an invoicing dashboard for all types of sales/purchase invoices for a project, including Down Payments, Final Invoices, Invoices, and Credit Memos. For more information, see Construction Invoice Plans. | |
| Functions | Create Sub-Project | Opens a dialog box, which asks if you want to create a sub-project for the project. |
| Create PaC Project | Creates a PaC Project for the Construction Project/BoQ Project. This action is not available for PaC projects. |
|
| Copy Project | Opens the Copy Project dialog box, which copies specific project information to a new project. | |
| Assign Project | Assigns an existing BoQ Project to the PaC or PU Project. | |
| Update Base Calculation | Calculates the rate unit cost based on the Budget Calculation and the EFB Surcharges. For more information, see Base Calculation. This action is not available for PaC projects. |
|
| Reports | Form Sheet 221 | Opens the EFB Form 221 report request page, which is used with the EFB Calculation. For more information, see EFB Calculation. |
Bidding FastTab
The fields on the Bidding FastTab are described in the following table.
| Field | Description |
|---|---|
| Bidding Date | Indicates the date the bid starts. |
| Submission Opening Date / Submission Opening Time | Indicates the date and time that the submission process opens. |
| Execution Start Date / Execution End Date | Indicates the dates on which the accepted project will begin and end. |
| Service Description | User-defined field to describe the service to be completed. |
Construction Site FastTab
The fields on the Construction Site FastTab are described in the following table.
| Field | Description |
|---|---|
| Site Address | Indicates the address of the construction site. |
| Site Address 2 | Indicates a secondary address of the construction site. |
| Site Post Code | Indicates the post code of the construction site. |
| Site City | Indicates the city of the construction site. |
| Site Country/Region Code | Indicates the country or region of the construction site. |
| Show on Map | Opens a request page where you can choose to open a map: - of the site address. - with directions to the site location from your current location. - other options including directions from my company to site address and to my company from site address. If choosing from another address and to another address, you enter the information in the next request page. IMPORTANT: You must fill in the Online Map Setup page to use online maps. |
| Latitude | Indicates the latitude of the construction site. |
| Longitude | Indicates the longitude of the construction site. |
| Show on Map | Opens a request page where you can choose to open a map to/from the construction site GPS as defined in Longitude and Latitude fields, using the same options as described in the previous Show on Map field. IMPORTANT: You must fill in the Online Map Setup page to use online maps. |
Controlling FastTab
The fields on the Controlling FastTab are described in the following table.
| Group | Field | Description |
|---|---|---|
| Budget | Total Cost Budget (LCY) | Indicates the calculated value from the Total Cost Budget of Quantity * Unit Cost (LCY) from the BoQ Budget Calculation in local currency. This field is also on the Construction Projects page. |
| Total Price Budget (LCY) | Indicates the calculated value of Quantity * Unit Price (LCY) from the BoQ Budget Calculation in local currency. | |
| Profit Budget (LCY) | Total profit value in local currency, calculated by Total Price Budget (LCY) - Total Cost Budget (LCY). | |
| Profit Budget % | Total profit percentage calculated by Budget Total Profit (LCY) / Total Price Budget (LCY) * 100. | |
| Total Order Value (LCY) | Indicates the values of the released sales orders in local currency. This field is also on the Construction Projects page. |
|
| Actual | Actual Cost (LCY) | Indicates posted usage in the Project Ledger Entries in local currency. This field is also on the Construction Projects page. |
| Total Invoice Amount (LCY) | Indicates posted sales in the Project Ledger Entries in local currency. This field is also on the Construction Projects page. |
|
| Measurement Registered (LCY) | Measurement amount that has been registered in local currency. | |
| Measurement Invoiced (LCY) | Measurement amount that has been invoiced in local currency. | |
| Profit Actual (LCY) | Total profit value in local currency, calculated by Total Invoice Amount (LCY) - Actual Cost (LCY). | |
| Profit Actual % | Total profit percentage calculated by Actual Total Profit (LCY) / Total Invoice Amount (LCY) * 100. | |
| Profit Measurement (LCY) | Measurement total profit assigned to the construction project in local currency. | |
| Profit Measurement % | Measurement total profit assigned to the construction project in percentage. |
Action Bar
The action bar includes menus that contain actions specific to COSMO Project Construction. The actions in each menu are described in this section.
New Menu
The action on the New menu is described in the following table.
| Action | Description |
|---|---|
| Create Project | Similar to the Create Sub-Project action in the Project Card, the Create Project action creates the sub-project for the Construction Project; however, a Project Type must be specified during creation. |
Dimensions
The Dimensions action opens the Default Dimensions page, which displays the default dimensions assigned to this project.
Actions Menu
The actions on the Actions menu are described in the following table.
| Action | Description |
|---|---|
| Copy Construction Project | Opens the Copy Project page, which copies the current project to a new project. |
| Reset Status | Resets the Status to the previous status = Building Execution. |
Related Menu
The actions on the Related menu are described in the following table.
| Action | Description |
|---|---|
| Opportunities | Opens the Opportunities page, where new opportunities can be created or existing ones can be opened. For more information, see Sales & Marketing. |
| Certificates | Opens the Contact Certificates page, where certificates (for example, tax exemption) can be stored for contacts. |
| Construction Diaries | Opens the Construction Diaries page, where construction diaries assigned to the construction project can be opened and viewed. For more information, see Construction Diary |
| Incidents | Opens the Incidents page, where incidents assigned to construction projects can be opened and viewed. For more information, see Incident Management. |
FactBoxes
The FactBoxes on the Construction Project page are described in the following table.
| FactBox | Description |
|---|---|
| Construction Project Picture | Shows a picture of the construction project using the standard picture import function. |
| Construction Project Information | Uses cues to provide an overview of the number and types of projects related to the project, as well as related sales, measurements, and purchase documents. |
| Document Box | If you have the integration with Advanced Construction Suite (ACS), this FactBox is available. For more information, see Integration of COSMO Document Management System. |
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