Construction Project Card
The information entered in the Construction Project card forms the basis of the construction job and is transferred to the sub-jobs 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 Job Card. The Construction Project page has additional fields and a Jobs FastTab that allows you to perform many of the construction processes without needing to work in the job 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 Job Card that are specific to COSMO Project Construction, see Job 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 |
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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 job is created from the construction project, only 50 characters are transferred to the Description 2 field in the Job 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 Job Team when a job 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 job. 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. |
Jobs FastTab
The Jobs FastTab is empty until a job is created for the construction project. Once a job is created, this FastTab is populated with information from the Job Card. You can manage all job-related processing in this FastTab as opposed to using the Job Card directly.
Fields
The fields on the Jobs FastTab are described in the following table.
Field | Description |
---|---|
No. | Unique identifier for the job. Depending on number series setup, this number can be generated automatically or entered manually. |
Description | Short description for the job. |
Job Type | Classification for the job. |
Bill-to Customer No. | Indicates where the sales invoice is sent. |
Status | Indicates the current phase of the job. The options are Planning, Quote, Open (allows posting to the job), and Completed (prevents posting to the job). |
Person Responsible | Indicates the Person or Resource associated with the construction project/job. |
Structure Type | Indicates if the job 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 Job WIP page. |
Actual Cost (LCY) | Indicates posted usage in the Job Ledger Entries, in local currency. |
Total Invoice Amount (LCY) | Indicates posted sales in the Job Ledger Entries, in local currency. |
Search Description | Alternate search name for the job. |
Description 2 | Additional description for the job. |
Job Posting Group | Determines which G/L accounts are used in posting processes. |
Main Job No. | Indicates the job number that the current job was created from. |
Person Responsible 3 / Person Responsible 4 | Two additional people can be assigned in the COSMO Project Construction job. These individuals are automatically assigned to the Job Team. |
Construction Project No. | Indicates the number of the related Construction Project. |
Budget Total Price (LCY) | Sum of the Calculation Total Price (LCY) fields for all lines in the Job WIP page. |
Actions
The actions on the Jobs FastTab are described in the following table.
Menu | Action | Description |
---|---|---|
Manage | Edit / View | Opens the job for editing or viewing. |
New | Creates a standard job that is not automatically attached to the construction project. | |
Job | Dimensions | Opens the Default Dimensions page, which displays the default dimensions assigned to this job. |
Ledger Entries | Opens the Job Ledger Entries page, which is used to view all the ledger entries for a job. 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 jobs. |
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Contacts | Opens the Job Contacts page, which is used to assign additional contacts to the job. For more information, see Contacts. | |
Job Team | Opens the Job Team page, where the assigned employees or resource groups are used later in the budgeting and planning stages. For more information, see Job Team | |
Job Documents | Opens the Job Documents page, which displays all documents relating to a job. For more information, see Job Documents. | |
Calculation | Contract Rules | Opens the BoQ Position List filtered on all BoQ lines that are marked as a Contract Rule in the BoQ Job 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 jobs. |
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 jobs. |
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Budget Calculation | Opens the BoQ Budget Calculation page, which is used to create the job structure and calculation, and is the basis for creating a job offer. This action is not available for PaC jobs. |
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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 jobs. |
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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 jobs. |
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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 jobs. |
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Build Execution | Execution Units | Opens the Execution Units page, which is used to define execution units. For more information, see Execution Units |
Allocated Jobs | Opens the Allocated Jobs page, which includes all related BoQ Jobs. For more information, see PaC Jobs. This action is only available for PaC jobs. |
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Structural Plan | Opens the PaC Structural Plan page, which is used for creating and planning the job structural plan. For more information, see PaC Jobs. This action is only available for PaC jobs. |
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Planning and Processing | Opens the Job 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 jobs. |
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Construction Invoice Plan Sales | Opens the Construction Invoice Plan Sales page, which provides an invoicing dashboard for all types of sales invoices for a job, including Down Payments, Final Invoices, Invoices, and Credit Memos. For more information, see Construction Invoice Plans. | |
Functions | Create Sub-Job | Opens a dialog box, which asks if you want to create a sub-job for the job. |
Create PaC Job | Creates a PaC Job for the Construction Project/BoQ Job. This action is not available for PaC jobs. |
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Copy Job | Opens the Copy Job dialog box, which copies specific job information to a new job. | |
Assign Job | Assigns an existing BoQ Job to the PaC or PU Job. | |
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 jobs. |
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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. |
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Actual | Actual Cost (LCY) | Indicates posted usage in the Job Ledger Entries in local currency. This field is also on the Construction Projects page. |
Total Invoice Amount (LCY) | Indicates posted sales in the Job Ledger Entries in local currency. This field is also on the Construction Projects page. |
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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 Job | Similar to the Create Sub-Job function in the Job Card, the Create Job function creates the sub-job for the Construction Project; however, a Job Type must be specified during creation. |
Dimensions
The Dimensions action opens the Default Dimensions page, which displays the default dimensions assigned to this job.
Actions Menu
The action on the Actions menu is described in the following table.
Action | Description |
---|---|
Copy Construction Project | Opens the Copy Job page, which copies the current project to a new project. |
Reset Status | Resets the Status to the previous status = Building Execution. |
Display > Show/Hide Power BI Reports | Determines whether the Power BI Reports FactBox is visible or not. For more information about the Power BI integration, see Power BI Integration Component and Architecture Overview for Business Central in Microsoft Dynamics 365 Business Central Help. |
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 |
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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 jobs related to the project, as well as related sales, measurements, and purchase documents. |
Power BI Reports | Shows integrated Power BI Reports if the FactBox is shown by choosing Display > Show/Hide Power BI Reports on the Actions menu. For more information about the Power BI integration, see Power BI Integration Component and Architecture Overview for Business Central in Microsoft Dynamics 365 Business Central Help. |
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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