Defining work points for compatible units estimates

Define and modify work points for compatible units estimates (CU estimates). Work points refer to locations at which work is performed, and are used to describe work to be included as part of a CU estimate.

Work points can refer to very specific locations where work will be performed like the installation of a light pole, or can refer to spanned length distance.

  1. Select Work > Projects > Compatible Units > CU Estimates.
  2. Select the compatible units estimate for which to define work points, and then click the Work Points tab.
  3. Click Add Record.
  4. Specify this Work Point Details information:
    Work Point
    Specify a unique code identifying the work point you are defining, and then specify a description of it in the adjacent field.
    Span
    Optionally, select this check box to indicate the work point is a linear length or distance. For example, if the work point is a trench, a trench spans a linear distance and work may be performed along the length of the trench.
    Span Length
    If you indicated the work point is a linear length or distance, specify the distance between the work point and the from work point in feet, kilometers, miles, or meters. This helps determine the span distance or length of the work point.
    From Work Point
    Specify the point at which the linear distance of the work point begins.
    Vintage Year
    Specify the year the capitalized asset was created if the work point is an asset.
    Fixed Asset Code
    Specify the code if this work point is an external asset in a financial accounting system outside of the EAM application.
    Accounting Code
    Specify the accounting code to assign to this work point in the system.
    Contribution Total
    Optionally, specify the total amount of any contributions credited to this work point for the CU estimate. The contributions listed will be deducted from the total cost of the estimate.
    Contribution %
    Optionally, specify the percentage of costs for this work point to be credited towards the total cost of the estimate.
    Note: You may enter either a contribution total or contribution % but not both.
    Child CU Design WO
    If this work point is associated with a child compatible units design work order, specify it here.
    Activity Type
    Select the activity type which represents the action or work being performed at this work point.
    Supplier
    Optionally, specify the supplier to provide parts and services specifically for this work point.
  5. Optionally, select one or more labor, materials, or tools adjustments to be considered when this work point is associated with a CU estimate.
  6. Click Submit.
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