Recalculate Charges
Project Charges that are added or modified after the Project Budget Calculation has been created can be recalculated. There are two options for recalculating charges:
- Update Calculation action from the Actions menu on the Project Budget Calculation page
- Update Calculation action from the Project Charges page
Update Calculation
The Update Calculation function updates the existing calculation depending on the line type.
For all low level calculation lines, an Indirect Cost % can be added to the unit cost, which results in the calculated unit price.
The Extra Charge % will only be calculated for the component lines if the Default Unit Price Base field in the Project Card is Cost. In case of Price, the surcharge will be calculated based on the Unit Cost and Unit Price fields.
Project charges are set up by defining the Indirect Cost % and Extra Charge % fields by choosing the Project Charges action on the Home menu of the Project Card. These charges can be changed at any time.
In the Project Budget Calculation page, choose Functions > Update Calculation on the Actions menu to begin the update process. Depending on the line(s) selected, a selection dialog box may open first to ensure the correct line(s) are included in the update.
Select the correct option:
- Current line – only the selected line is included in the calculation
- Current line + sub-structure – the selected line and related positions/levels are included in the calculation
- All lines – all lines are included in the calculation
- Selected lines – only selected lines are included in the calculation
Note
This line selection dialog box opens during many different processes.
Choose the OK button to open the Update Calculation request page.
The fields on the Update Calculation request page are described in the following table.
| Field | Description |
|---|---|
| Reset Budget | Updates the budget amounts in summary lines. The options are Cost and Sale and Cost. This field cannot be set if the Set Budget field is set. |
| Set Budget | Selects the Budget checkbox and sets the budget amounts in summary lines. The options are Sale and Sale and Cost. This field cannot be set if the Reset Budget field is set. |
| Reset Discount | Updates the Sales Line Discount % in summary lines. |
| Direct Unit Costs | Updates the Direct Unit Cost information in base lines. The options are: - Pricing: budget lines except lines with Manual Pricing = Direct Unit Cost or Both are recalculated. - Fix prices: budget lines are fixed (sets Manual Pricing = Direct Unit Cost or Both). - Pricing incl. fixed prices: budget lines are recalculated with standard price information. |
| Indirect Cost % | Recalculates the Indirect Cost % in the base lines with standard price information. |
| Extra Charge % | Recalculates the Extra Cost % in the base lines with standard price information. |
| Unit Prices | Updates the Unit Price information in base lines. The options are: - Pricing: budget lines except lines with Manual Pricing = Unit Price or Both are recalculated. - Fix prices: budget lines are fixed (sets Manual Pricing = Unit Price or Both). - Pricing incl. fixed prices: budget lines are recalculated with standard price information. |
| Unit Price Base | Determines the change to the Unit Price. The options are: - Cost: Unit Price is calculated from Unit Cost plus Extra Charge %. - Price: Sales Price finding is used to find a Unit Price. |
| Target Total Price | Changes the current sales amount to a target price. |
| Type of Change | Determines the change to the target total price. The options are: - Line Amount: a change will create a line discount. - Total Price: a direct change without a line discount. - Profit: an update based on the profit value in all lines. |
| Total Price | Indicates the new total price based on the Target Total Price and Type of Change. |
| Total Price (LCY) | Indicates the new total price (LCY) based on the Target Total Price and Type of Change. |
| Profit (LCY) | Indicates the new profit (LCY) based on the Target Total Price and Type of Change. |
| Profit % | Indicates the new profit % based on the Target Total Price and Type of Change. |
Update Calculation for Extra Charges
The Update Calculation function in the Project Charges page allows you to update the Extra Charge % on Project Budget Calculation lines based on the selected Calculation Group codes.
- In the top of the Project Charges page, enter the new value in the Extra Charge % field for the relevant Calculation Groups.
- Select the line(s) to include in the update.
- Choose the Update Calculation action.
A message opens asking to confirm the update. - Choose the Yes button to update the extra charges for the selected calculation group(s) or the No button to cancel the process.
Note
Project Budget Calculation lines with the following settings are skipped when updating from the Project Charges page:
- Unit Price Base = Unit Price
- Manual Pricing = Both or Unit Price
- Summarize Positions
See Also
Project Budget Calculation Page
Project Charges
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