Job Card
A significant number of fields and actions have been added to the Job Card for COSMO Project Construction. Additionally, the information dynamically changes depending on the Structure Type of the Job (Bill of Quantities, Process and Controlling, BoQ and PaC, Placing Unit). Open the Job Card from the Jobs FastTab on the Construction Project page or use Tell Me to open the Job Card from the Jobs (Construction) list.
Job Structure Type = Bill of Quantities (BoQ)
The fields and actions on the Job Card that are specific to jobs with Structure Type = Bill of Quantities are described in this section.
General FastTab
The fields on the General FastTab that are specific to COSMO Project Construction are described in the following table.
| Field | Description |
|---|---|
| Structure Type | Indicates if the job is for calculating (Bill of Quantities), or processing (Processing and Controlling), or both (BoQ and PaC). |
| Subsection | Indicates if this job is a category of another job structure. Transfers to the Construction Work field in the EFB Calculation page (see EFB Calculation). |
| 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. |
Planning FastTab
The fields on the Planning FastTab that are specific to COSMO Project Construction are described in the following table.
| Field | Description |
|---|---|
| Unit Price Rounding Precision | Defaults from the Measurement & Construction Works FastTab of the Project Construction Setup page but can be changed as needed. |
Bill of Quantities FastTab
The fields on the Bill of Quantities FastTab are described in the following table.
| Group | Field | Description |
|---|---|---|
| Protect Bill of Quantities | Determines if it's possible to change the BoQ Position Type, Description, Quantity, or Unit of Measure Code fields in the BoQ Budget Calculation lines or the text in the BoQ Job Texts page. This setting is useful to ensure that no changes are made to the core information during the calculation phase but has no influence on new positions or levels. |
|
| BoQ Blocked by | Indicates the ID of the user who blocked the BoQ by using the calculation statistics Vernier Adjustment (see View Calculation Statistics and Edit Vernier Adjustments). | |
| Quantity Determination Rounding | Specifies whether or how quantity determination is rounded (see Quantity Determination). This value will default to new BoQ positions and existing BoQ positions can be updated if this value is changed. The options are: - Without Rounding: quantity is not rounded. - 10s digit: quantity is rounded to the first digit to the right of the decimal place. - 1 decimal digit: quantity is rounded to the first decimal place. For example, if the determined quantity is 246.83, then setting the rounding to: - 10s digit = 247 - 1 decimal digit = 246.8 |
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| Outline | ON Mask | Defaults from the Bill of Quantities FastTab of the Project Construction Setup page but can be changed as needed. |
| ON Pos. Increase | Defaults from the Bill of Quantities FastTab of the Project Construction Setup page but can be changed as needed. | |
| ON Spaces instead of Null | Defaults from the Bill of Quantities FastTab of the Project Construction Setup page but can be changed as needed. | |
| Free ON Allowed | Defaults from the Bill of Quantities FastTab of the Project Construction Setup page but can be changed as needed. | |
| ON Changes Allowed | Determines whether it is possible to change the BoQ Position number. Defaults from the ON Changes Allowed setting in Job Types Setup page but can be changed as needed. NOTE: If BoQ Position Nos. are changed manually in the BoQ job, only the Measurement Lines and Execution Unit Lines are updated with the new number. |
|
| Placing | Submission Date | Indicates the date of submission. |
| Submission Time | Indicates the time of submission. | |
| Quote Delivery Date | Indicates the date until the quote must be delivered. | |
| Delivery Location | Indicates the address where the quote must be delivered. | |
| Quote Date | Indicates the date of the submitted quote. | |
| Quote Valid Until | Indicates the date until the quote is valid. | |
| Negotiation Date | Indicates the date of negotiation. | |
| Order Date | Indicates the date of the order receipt. | |
| Unit Price Parts | Split Prices | Determines if costs are split for this job. Turning this toggle on or off can automatically update the setting in the Price Parts Required checkbox in the BoQ Budget Calculation as follows: - Turning on: if the Price Parts Required checkbox is not selected on any BoQ positions, a message opens asking if you want to set all positions to require Unit Price Parts. If you choose the Yes button, then the checkbox is selected for all positions; if you choose the No button, then nothing changes. - Turning off: If the Price Parts Required checkbox is selected on at least one BoQ position, then a message opens asking if you want to unset all positions for Unit Price Parts. If you choose the Yes button, then the Price Parts Required checkbox is cleared on all positions; if you choose the No button, then nothing changes. |
| No. of Unit Price Parts | Indicates how many cost splits are needed for this file. Enter 1–6 to gain access to the six cost splits. | |
| Price Part Wages / Price Part Material / Price Part Subcontractor / Price Part Equipment / Price Part Other / Price Part Other 2 | Indicates the order of the price parts based on the value entered in the No. of Unit Price Parts field. For example, if you entered 3 in that field, you can select the arrow in any three of the cost splits and choose Price Part 1, Price Part 2, and Price Part 3. You will get an error if you try to select Price Part 4 in another cost split or if you try to assign any option other than Price Part 1, Price Part 2, and Price Part 3 to one of the three cost splits. |
Measurement and Construction Invoicing FastTab
The fields on the Measurement and Construction Invoicing FastTab are described in the following table.
| Group | Field | Description |
|---|---|---|
| Measurement Amount (LCY) | Indicates the Total Amount based on all related Measurement Lines. This is a calculated field. | |
| Measurement Location Required | Defaults from the Measurement & Construction Works FastTab of the Project Construction Setup page but can be changed as needed. For more information, see Project Construction Setup. |
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| Process Description | Determines how quantities in Measurements will be processed for the job. The options are: - Free Measurement: Quantities are entered in the Measurement lines without further calculation. - REB 23.003: Quantities are calculated with formulas 91 and 00 of the REB-VB 23.003 (see REB 23.003 Processing). A value in this field is required to perform any Measurements on the job. |
|
| Measurement Page Starting No. | Indicates the starting page number used when creating measurements, which also helps to ensure there are no conflicts when unique page numbers are required (Process Description = REB 23.003). Typically, subcontractors will have different number ranges that can be assigned as the starting number, regardless of whether unique numbers are required. NOTE: For jobs with Process Description = REB 23.003, the starting number has a four-character limit. For more information, see Transfer Measurement Documents from Placing Unit Job to BoQ Job. |
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| Invoicing | Invoice Model | Indicates how invoicing will be handled for this job. The options are: - Standard: used to invoice the service that was delivered since the last invoice was created. - Cumulative Invoicing: used to invoice all delivered services including services from previous invoices. For example: -- 1st invoice 10 pcs at 100 = 1000, amount to pay 1000 -- 2nd invoice 30 pcs at 100 = 3000, amount to pay 2000 -- 3rd invoice 100 pcs at 100 = 10000, amount to pay 7000 |
| Price Fixing Completion | Determines if the prices are fixed until the end of the construction period. | |
| Price Fixing Wage to | Indicates the date until the wage prices are fixed. | |
| Price Fixing Material to | Indicates the date until the material prices are fixed. | |
| Final Invoice Date | Indicates the date of the submitted final invoice. |
Alloy Surcharge FastTab
If you have the integration with Advanced Construction Suite (ACS), this FastTab is available. For more information, see Specify date for general alloy surcharges.
Action Bar
The action bar includes menus that contain actions specific to COSMO Project Construction. The actions in each menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| New | Create Measurement Document | Creates a Measurement Document for the job. |
| Create PaC Job | Creates a PaC Job for the Construction Project/BoQ Job. | |
| Home | Interaction Log Entries | Opens the Interaction Log Entries page, which lists all interactions that have been created for this job. For more information about using Interactions, refer to the Microsoft Dynamics 365 Business Central Help. |
| Execution Units | Opens the Execution Units page, which is used to define execution units. For more information, see Execution Units. |
|
| Report | Form Sheet 221 | Opens the EFB Form 221 report request page, which is used with the EFB Calculation. For more information, see EFB Calculation. |
| Calculation | BoQ Position List | Opens the BoQ Position List page, which includes the complete BoQ. For more information, see BoQ Position List. |
| Fast Calculation | Opens the Fast Calculation page, which provides additional fields for various cost types which automatically create lines in the Budget Calculation. For more information, see Fast Calculation. |
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| Controlling | Measurement Overview | Opens the Measurement Overview page, which provides a summary about measurements. For more information, see Measurement Overview. |
| Texts | Job Description | Opens the Job Description page, which is used to describe the specification. |
| 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 the Short/Long Text action on the Related menu. |
Actions Menu
The action on the Actions menu that is specific to COSMO Project Construction is described in the following table.
| Action | Description |
|---|---|
| Functions > Update Base Calculation | Calculates the rate unit cost based on the Budget Calculation and the EFB Surcharges. For more information, see Base Calculation. |
Related Menu
The actions on the Related menu that are specific to COSMO Project Construction are described in the following table.
| Group | Action | Description |
|---|---|---|
| Job | Statistic | Opens the Calculation Statistics page, which provides detailed calculation information. For more information, see View Calculation Statistics and Edit Vernier Adjustments. |
| Quote Managers | Opens the PQM page. For information about detailed setup and general usage information in COSMO Purchase Quotes Manager, see COSMO Purchase Quotes Manager. For usage information specific to COSMO Project Manufacturing, see Integration of COSMO Purchase Quotes Manager in the COSMO Project Manufacturing Help. |
|
| Equipment Entries | Opens the Equipment Entries page, which is used to view the status and perform other administrative tasks for equipment that has been reserved or issued. For more information, see Equipment Entries. |
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| Construction Work | Data Exchange | If you have the integration with Advanced Construction Suite (ACS), this action is available. For more information, see Process a BoQ with Project Construction. |
| EFB Calculation | Opens the EFB Calculation page, which is used with the EFB 221 Report. For more information, see EFB Calculation. |
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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. |
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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. |
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| Supplements | Opens the Supplement List page, which is used to create and assign supplements to the job. For more information, see Supplement Administration. |
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| Alloy Quotations | If you have the integration with Advanced Construction Suite (ACS), this action is available. For more information, see Alloy Surcharges in Job Card. | |
| Alloy Statistic | If you have the integration with Advanced Construction Suite (ACS), this action is available. For more information, see View Alloy Statistics. | |
| Measurement | Measurement Locations | Opens the Measurement Locations page, which is used to manage location codes for measurement recordings. For more information, see Measurement Management. |
| Measurement Summaries | Opens the Measurement Summaries page, which shows all sales invoice-related summaries. For more information, see Measurement Management. |
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| Measurement Interface | Opens the Measurement Interfaces page where measurements can be imported and exported according to REB23.003 / DA11 / X31 specification. It is also possible to create Measurements from this page. For more information, see Measurement Interface. |
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| Construction Invoicing | Get Template | Opens the CS Invoicing Templates page, which is used for Invoice Calculation. For more information, see Invoicing Template. |
| Invoice Calculation | Opens the CS Invoicings page, which is used to define cost shares, deductions, and invoice discounts. For more information, see Construction Invoicing. |
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| Construction Invoice Plan Sales | Opens the Construction Invoice Plan Sales page, which is used to create sales plans for invoicing construction jobs. For more information, see Construction Invoice Plans. |
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| Construction Invoice Plan Purchase | See Job Structure Type = Placing Unit PU. | |
| Prices & Discounts | Purchase Prices / Sales Prices | Accesses the purchase and sales pricing for the job depending on which pricing experience is used, i.e., for new experience, price lists are available. |
Job Structure Type = Process and Controlling (PaC)
The fields on the Job Card with Structure Type = Process and Controlling are either the same as the BoQ Job or the standard COSMO Project Manufacturing Job Card – there are no fields specific to this structure type. However, the WIP Transfer field has special handling for the PaC job, as described below.
The actions are also the same, except the additional ones described below and the actions on the Construction Invoicing menu are not available.
WIP and Recognition FastTab
When a BoQ Job is assigned to a PaC Job, the BoQ Job No. is defaulted directly to the WIP Transfer field in the WIP and Recognition FastTab.
Note
The WIP Basis field must be set to Job in both jobs.
Processing Menu
The action on the Processing menu that is specific to the PaC Job in COSMO Project Construction is described in the following table.
| Action | Description |
|---|---|
| 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. |
Actions Menu
The action on the Actions menu that is specific to the PaC Job in COSMO Project Construction is described in the following table.
| Action | Description |
|---|---|
| Functions > Assign BoQ | This action assigns an existing BoQ Job to the PaC Job. For more information, see PaC Jobs. |
Related Menu
The action on the Related menu that is specific to the PaC Job in COSMO Project Construction is described in the following table.
| Menu | Action | Description |
|---|---|---|
| Construction Work | Allocated Jobs | Opens the Allocated Jobs page, which includes all related BoQ Jobs. For more information, see PaC Jobs. |
Job Structure Type = Placing Unit (PU)
The fields and actions for jobs with Structure Type = Placing Unit are the same as the BoQ job/PaC job with the exception of the Construction Invoice Plan Purchase action, which is only available for Placing Unit jobs. On the Related menu, choose Construction Invoicing > Construction Invoice Plan Purchase to open the Construction Invoice Plan Purchase page, which is used to create purchase plans for invoicing construction jobs.
For more information, see Construction Invoice Plans.
FactBox
If you have the integration with Advanced Construction Suite (ACS), the Document Box FactBox is available. For more information, see Integration of COSMO Document Management System.
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