Defining compatible units libraries

Define compatible unit "templates" to help generate estimated costs for capital construction design projects. These projects are routine and repetitive work performed by your organization, and primarily capital expenditures. A compatible unit is the "building block" of the design estimation process and is defined by the labor, parts, tools, and external services required to complete the construction project, as well as the standard rates for each component of the job.

Compatible units are made up of various combinations of labor, materials, tools and external services.

The standard rates defined for the compatible units library record on this screen contribute to the total cost of the estimates for these routine, capital jobs.

Select Work > Projects > Compatible Units > Compatible Units Library > .
Click New Record.
Specify this information:

Compatible Unit

Specify a unique code identifying the compatible units record, and then specify a description of the record in the adjacent field.

Organization

Specify the organization to which the compatible unit library record will belong.
Specify this Compatible Units Library Details information:

Status

Select the default status for this compatible units library record in the system.

Hierarchical Level

Select the hierarchical level of the compatible unit in the design project.

Activity Type

Select the type of activity the compatible unit represents to describe the action or work being performed.

Department

Optionally, specify the department to which the compatible unit record will belong.

Unit of Measure

Specify the unit by which to measure the compatible units library record.

Accounting Code

Optionally, specify the accounting code to assign to this compatible units library record in the system.

Fixed Asset Code

Specify the code of the capitalized asset in your financial accounting system or organization.

Standard Sheet

Specify the spec or drawing standard sheet describing the rules, conditions, or blueprints for how the work should be completed.
Optionally, click the Include as Total Qty. check box.
Optionally, in the Equipment Details information section, specify the Equipment Class to which the equipment of the capital request belongs.
Optionally, specify this Usage Details information:

Available for Work Points

Select this check box if the work to be performed for this library record is performed at a specific point location, like the installation of a sign or pole.

Available for Span Only

Select this check box if the work to be performed for this library record is performed over a linear distance or spans a specific length of area, like digging a trench or installing underground cables.

Available for Cost Only

Select this check box if the work to be performed is only used to allocate costs or determine the actual costs of the estimate.

Inherit Parent Details

Select this check box if this compatible units library record will inherit any parent record details if it is later designated as a child CU record.
Click Save Record.