Copy Actual Costs to Estimates (tpest1205m200)
Use this session to copy the actual costs of an existing project to estimate lines of a new project. This provides an easy overview of an estimate based on the similarities between the existing project and the new project for which an estimate is required.
Field Information
- Source
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- Project
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The code that identifies the project.
- Description
-
The description or name of the code.
- Project Status
-
The status of the project.
Allowed values
- Free
- Active
- Finished
- Closed
- Archived
- Structure Type
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The structure type that must be copied from the source project.
Allowed values
- Element
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The project is used to monitor the cost of elements. This option is applicable only if an element budget is available for the source project.
- Activity
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The project is used to monitor the cost of activities. This option is applicable only if a bottom up activity budget is linked to the source project.
Note: By default, the element budget is used, if both the element and activity budget are defined for the project. If the element or activity is not defined for the source project, an error message is displayed.
- Plan
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The plan specified for the activity budget, to be copied.
- Description
-
The description or name of the code.
- Target
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- Project
-
The code that identifies the project.
- Description
-
The description or name of the code.
- Project Status
-
The status of the project.
Allowed values
- Free
- Active
- Finished
- Closed
- Archived
- Version
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The estimate version.
- Description
-
The description or name of the code.
- Version Status
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The status of the estimate version.
Allowed values
- Free
-
If the status is Free, you can change or add data.
- Final
-
If the status is Final, data is frozen.
- Unit Costs and Rates to use
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- Unit Costs and Rates to use
-
The type of prices and cost rates that must be used for the estimate.
Note:- The actual cost lines are aggregated by:
- If the unit of the cost object quantity in the source project varies, Infor LN aggregates and converts this unit, for the target project, based on the master data unit of the cost object. Effectively, cost and sales prices are calculated and determined based on the resulting unit and the Pricing options specified in this session.
Allowed values
- Current
-
The current price and cost rates derived from the price books or the price specified for the cost objects.
- Average
-
The average price and cost rates calculated based on the actual costs.
Note: As the actual cost can fluctuate over the period of time, the average price or rate for each cost object is calculated. - Latest
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The latest price and cost rates from the actual costs.
Note: As the actual cost can fluctuate over the period of time, the latest actual price or rate for each cost object is calculated.
- Options
-
- Delete Structure Data
-
If this check box is selected, the application deletes the structural element data of the estimate line.
- Create Structural Elements
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If this check box is selected, structural elements are created for the target estimate structure. To create structural elements, an element structure, activity structure or both, must be defined in the source.
Note:- This option is used only if the structural elements are not defined for the target project.
- The structural elements can be created only if the activity or element structure types are similar.
- Structural Elements of the type Cost Component and Extension are created for the estimate line, if defined, for the target estimate version.
- Create Project-related Cost Objects
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If this check box is selected, the application generates project related cost objects for the new project.
- Process Report
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If this check box is selected, the process report for the specified data is printed.
- Error Report
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If this check box is selected, the error report for the specified data is printed.