Execution Unit Page
Execution Units are managed in the Execution Unit page. This page is opened from the Execution Units page, which is accessible from the Construction Project page by choosing the job in the Jobs FastTab and then selecting Build Execution > Execution Units.
Note
Execution Units are also accessible from the Job Card, Jobs (Construction) list, or the BoQ Position List by choosing the Execution Units action on the Home menu.
The Execution Units page displays all Execution Units that have been assigned to a job, along with some overview information. In this view, you can release, finish, or discontinue multiple execution units by selecting the lines and then choosing the relevant Status change action. You cannot reopen individual execution units from this view: if multiple lines are selected, only the last selected line will be set to Open.
Choose the New action to create an Execution Unit or choose the Edit action on the Manage menu to open an Execution Unit.
The fields and actions on the Execution Unit page are described in this topic.
General FastTab
The fields on the General FastTab are described in the following table.
| Field | Description |
|---|---|
| Job No. | Automatically populated with the associated job number. |
| Code | User-defined, unique code for the Execution Unit. |
| Type | Identifies the type of Execution Unit. The options are: - Placing Unit: vendor requests created during the calculation phase, or later for processing the subcontractor purchase order. - Work Package: to-dos to be processed internally, work done by different departments. |
| Description | Brief description of the Execution Unit. |
| Cost Type | Identifies the cost type that is considered in the Execution Unit. The options are: - <Blank>: all components are considered - Wages: only wage components are considered - Material: only material components are considered - Subcontractor: only subcontractor components are considered - Equipment: only equipment components are considered - Other: only other components are considered - Other 2: only other 2 components are considered When creating PaC structure lines from the Execution Units, all BoQ Job lines are filtered on the Cost Type field in the Execution Unit if it is populated. |
| General Component Code | Indicates a general component assigned to a placing unit to be used in price requests (Placing function in Purchase Quote Matrix) or price transfer (Transfer Placing Unit Prices function in BoQ Position List). Additionally, assigning a General Component Code controls which purchase account is used in the purchase documents or PQMs. NOTE: If a General Component Code is not defined in the execution unit, the default setting in the Project Construction Setup page is used. |
| Status | Indicates the current status of the Execution Unit. The options are: - Open: Execution Units with this status can be modified. - Released: Execution Units with this status can be used in the procurement process. - Completed: Execution Units with this status cannot be edited or used in the procurement process. - Discontinued: Execution Units with this status are excluded when counting assigned quantities. |
| Purchase Quote Manager | Indicates whether the integrated COSMO Purchase Quotes Manager (PQM) was used for selecting a subcontractor based on quoted costs. Only relevant for Type = Placing Unit. For more information about using the PQM with Execution Units, see Subcontractor Processing with Placing Units. |
| Assigned Job No. | Indicates the PaC/PU job number to which this execution unit has been assigned when preparing to start the procurement process. This can be filled in manually with an existing PaC/PU job or automatically by running the Create and Assign Job action. |
Lines FastTab
The Lines FastTab is populated from the BoQ Position List. Therefore, only the fields that are specific to the Execution Units are described in the following table.
| Field | Description |
|---|---|
| Assigned Quantity | Displays the complete quantity that has been assigned. When the Quantity field is changed, the Assigned Quantity is updated. The field is formatted as italicized red when the assigned quantity is greater than the available quantity, and bold green when the assigned quantity matches the quantity. Choose the value in the field to open the Lines page, which provides line-specific execution unit information. |
| Direct Unit Cost | Displays the Direct Unit Cost in foreign currency. |
| Purchase Line Amount | Displays the Purchase Line Amount in foreign currency. |
| Unit Price (LCY) | Displays the Unit Price in local currency. |
| Sales Line Amount (LCY) | Displays the Sales Line Amount in local currency. |
| Qty. in Measurement (Recorded) / Qty. in Measurement (Registered) / Qty. in Measurement (Invoiced) / Qty. in Measurement (Invoiced) (LCY) | Displays the recorded, registered, and invoiced quantities in measurements for the execution units. |
| Measurement Amount (Invoiced) (LCY) | Displays the invoiced amounts (in local currency) in measurements for the execution units. |
| Placing Vendor No. | Indicates the vendor that was selected for placing; used for transferring prices from placing jobs to BoQ jobs. |
| Direct Unit Cost (LCY) / Total Cost (LCY) / Total Direct Cost (LCY) / Unit Cost (LCY) | Cost values in local currency. |
| Execution Code | Indicates the execution unit to which the quantity was assigned. |
| Original Quantity / Orig. Unit of Measure Code / Original Total Cost (LCY) / Original Sales Line Amount (LCY) | Original values from the BoQ Budget Calculation. These fields provide a comparison between what was calculated, planned, and allocated to the PaC job. |
| Proc. Currency Factor | Displays the exchange factor between local currency and foreign currency, which is selected in the Purch. Currency Code field. |
| Purch. Currency Code | Displays the purchase currency, which is defaulted from the BoQ Budget Calculation. When the Currency Code is changed, the value in the Proc. Currency Factor field is updated. |
The sorting of the lines can be refreshed by choosing Functions > Refresh Sorting on the Lines FastTab. This can be useful when additional positions that should apply between existing lines are added afterwards.
Procurement FastTab
The fields in the Procurement FastTab are used for setting defaults for procurement processing. This FastTab is only visible for Execution Unit Type = Placing Unit.
For more information, see Procurement Processing with Placing Units.
Controlling FastTab
The fields on the Controlling FastTab provide current and budgeted cost/sales information based on the Execution Unit lines.
Each field is described in the following table.
| Group | Field | Description |
|---|---|---|
| Last Update | Date and time the Execution Unit was updated using the Update Controlling Values function. | |
| Budget | Total Cost Original (LCY) | Calculated cost from the BoQ Budget Calculation. |
| Sales Line Amount Orig. (LCY) | Calculated price from the BoQ Budget Calculation. | |
| Total Cost Budget (LCY) | Planned cost based on the Quantity and Unit Cost fields in the Execution Unit line. | |
| Sales Line Amount Budget (LCY) | Planned revenue based on the Quantity and Unit Price fields in the Execution Unit line. | |
| Plan | PaC Total Cost Budget (LCY) | Allocated cost budgeted to one PaC job. |
| PaC Sales Line Amount Budget (LCY) | Allocated sales budgeted to one PaC job. | |
| Actual | Total Cost Usage (LCY) | Posted costs to the PaC job; opens the Project Ledger Entries filtered on the Execution Unit. |
| Measurement Amount (Invoiced) (LCY) | Measurement amount assigned to the execution unit that has been invoiced in local currency. | |
| Measurement Total Profit (LCY) | Measurement total profit assigned to the execution unit in local currency. | |
| Measurement Total Profit % | Measurement total profit assigned to the execution unit in percentage. |
Action Bar
The actions on the action bar are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | Release > Release | Sets the Status to Released. |
| Release > Reopen | Sets the Status to Open from a released Execution Unit, or to Released from a finished Execution Unit. | |
| Release > Finish | Sets the Status to Completed. | |
| Release > Discontinue | Clears the assigned quantities from a released execution unit, thus making the quantities available for reassignment. For more information, see Discontinue an Execution Unit. |
|
| Update Controlling Values | Updates the values in the fields on the Controlling FastTab. | |
| Create and Assign Job | Creates a PaC Job for a work package and a Placing Unit Job for a placing unit and assigns the new job number to the Assigned PaC Job No. field on the General FastTab. | |
| Update Placing Job | Updates the procurement parameters in the assigned placing job with the values from the fields in the Procurement FastTab. For more information, see Procurement Processing with Placing Units. |
|
| PQM | Create PQM | Opens a new PQM page for PQM processing. |
| Show PQM | Opens an existing PQM for the Execution Unit. |
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Procurement | Purchase Quotes | Opens the Purchase Quotes page, which displays all purchase quotes created for the execution unit. |
| Purchase Orders | Opens the Purchase Orders page, which displays all purchase orders created for the execution unit. |
Discontinue an Execution Unit
When the Discontinue action is run, a confirmation message will open if quantities in other existing Execution Units are not changed.
Execution Units cannot be discontinued if there are related Purchase Quotes, Purchase Orders, or Measurement Lines. If Purchase Quotes exist, a message will open stating that the quote(s) will be deleted. If not accepted, the Execution Unit will not be discontinued.
Discontinued Execution Units cannot be inserted to PaC Jobs or Placing Jobs.
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