Associating compatible units with compatible units estimates

Associate compatible units records with CU estimates to define the compatible units library records to include in an estimate, which will help determine the total costs associated with an estimate.

Select Work > Projects > CU Estimates.
Select the compatible unit estimate for which to associate compatible units, and then click the Compatible Units tab.
Click Add Compatible Unit.
Specify this Compatible Unit Details information:

Sequence Number

Specify the sequential order in which this compatible unit (work) occurs in the estimation process.

Work Point

Specify the work point to associate.

Compatible Unit

Specify the compatible unit to associate.

Quantity

Specify the quantity.

Accounting Code

Specify the accounting code to assign to this compatible unit in the system.

Fixed Asset Code

Specify the code if this compatible unit is an external asset in a financial accounting system outside of the EAM application.

Action Type

Select Abandon, Install, Remove, or Transfer as the type of action the compatible unit would be considered when associated with this CU estimate.

Supplier

Optionally, specify the supplier to provide parts and services specifically for this compatible unit.
Optionally, select one or more labor, materials, and tools adjustments to be considered when the compatible units library record is associated with a CU estimate.
Click Submit.