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Portfolio Planning
Initiatives
Initiatives Details Tab Table
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Initiatives Details Tab Table
The Details tab is used to enter an estimate for the initiative. Lines can be added using the
Add Line Button
,
Add Items Button
,
Add Assembly Button
, and
Add Resources Button
.
Line #
Line # Field
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Assembly
Assembly Field
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Attachments
Attachments Field
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Item
Item Field
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BIM ID
BIM ID Field
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Resource
Resource Field
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Description
A description of the line.
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Resource Type
Resource Type Field
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Currency
Currency Table Field
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UOM
UOM Field
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Quantity
The quantity of the line.
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Ext. Quantity
Read-only. For future use. Equal to the Quantity field.
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Unit Cost
The unit cost of the line.
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Ext. Cost
The default is Quantity x Unit Cost but may be edited. If you edit this field Unit Cost is recalculated as Ext. Cost / Quantity.
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Adjustment 1
Adjustments Tab
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Adjustment 2
Adjustments Tab
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Tax
Adjustments Tab
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Total Cost
The default is Ext. Cost + Adjustment 1 + Tax + Adjustment 2 but may be edited. If you edit this field Ext. Cost is recalculated as Total Cost - Adjustment 1 - Tax - Adjustment 2 and Unit Cost is recalculated as Ext. Cost / Quantity.
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Cost Type
Cost Type Field
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Cost Code
Cost Code Field
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Funding Source
Funding Source Field
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Company
Company Field
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Period
Period Field
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Year
Year Field
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Task
Task Field
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Notes
Notes (Memo) Field
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User Defined Fields
User Defined Fields
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