Calculation Schedules

The Calculation Schedule is a worksheet that is used to perform various calculations on a project line to determine its Unit Price.

Calculation Schedules rely on Calculation Groups, which are set up on the components.

Calculation Schedules can only be used on lines that are hierarchically below or within itself.

Extra charges can be calculated once they are set up in the Project Calc. Extra Charges page, which is accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter Project Calc. Extra Charges, and then choose the related link.

The Calculation Schedule is accessed from the Project Budget Calculation page.

With the proper project line selected, choose Line > Calculation Schedule on the Related menu. If a calculation schedule does not exist, a message opens asking to create one for the WBS line (alternatively, a new schedule – or an additional version – can be created by choosing Functions > Create Calc. Schedule on the Actions menu). If a calculation exists, the Project Calc. Schedule Project Line page opens.

To populate the calculation schedule lines with a standard template, choose the Import from template action. To update the calculation in the lines, choose the Calculate action.

General FastTab

The fields on the General FastTab of the Project Line Calc. Schedule page are described in the following table.

Field	Description
Type	For internal use only.
Project No.	Defaults from the Project Budget Calculation.
WBS	Defaults from the Project Budget Calculation.
Version No.	System-generated; indicates the current version of the Calculation Schedule for the project line.
Description	Defaults from the Project Budget Calculation.
Calculation Status	Manages the calculation of the corresponding fields in the column. The status is changed automatically when a Sales Quote or Sales Order is generated: - Quote Calculation: initial status - Order Calculation: changed from Quote Calculation when Sales Quote is created - Procurement+Actual: changed from Order Calculation when Sales Order is created
Calculation Row No.	Identifies the line from where the value in the Calculation Value field originates.
Calculation Value	Indicates the value that will be transferred to the project line.
Pass Amount Type	Manages which sum will be transferred as the Calculation Value if the Transfer Calculated Value function is run. The options are Total Direct Cost, Total Cost, and Total Price.
Pass Automatic	Determines if the calculation of the schedule is triggered automatically with each pricing in Budget Calculation.

Status FastTab

The fields on the Status FastTab indicate by whom and when the Calculation Schedule was created and modified.

Lines FastTab

The fields on the Lines FastTab that are specific to the Project Calc. Schedule Project Line page are described in the following table. For descriptions of the other fields, see Project Calc. Schedule Template.

Field	Description
Quote Calculation	Displays the calculation for Status = Quote Calculation.
Order Calculation	Displays the calculation for Status = Order Calculation.
Procurement	Displays the calculation for Status = Procurement+Actual.
Actual	Displays the calculation for Status = Procurement+Actual.
Error	Indicates if an error has occurred during the calculation.

Show Budget Lines

On the Lines FastTab, choose Line > Show Budget Lines to display all the lines with the Calculation Group indicated in the Totaling field.

Note

This function only works on lines with Totaling Type = Calculation Group.

Actions

The actions on the Project Line Calc. Schedule page are described in the following table.

Action	Description
Import from template	Imports a standard template into the calculation schedule.
Calculate	Calculates the Calculation Schedule for a project line based on the complete substructure. The substructures must link with the Rollup Type.
Transfer Calculated Amount	Transfers the calculated value to the Project Budget Calculation page (see Transfer Calculated Amount).

Transfer Calculated Amount

Once the calculation is complete, the amount indicated in the Calculation Value field can be transferred (as indicated in the Pass Amount Type field) to the Project Budget Calculation page.

The total price in the Project Budget Calculation page is updated with the calculated value.