Scope Document Lines (tpctm6101m000)
Use this session to view the list of scope document lines.
- This session is displayed only if the Scope Of Work check box is selected in the Contract Parameters (tpctm0100m000) session.
- If the One Scope Line Per Activity check box is selected in the Contract Lines (tpctm1110m000) session, the application allows you to use the activity only once for a scope line for the combination of contract, contract line and project.
Field Information
- Line
-
The line number of the scope document.
Note: The line number is based on the value specified in the Scope Line Step Size field in the Contract Parameters (tpctm0100m000) session.
- Project
-
The code of the project associated with the scope document.
Note:
- Scope lines can be created without Project and can be linked later.
- The application validates if the Project is linked to another contract line instead of the contract line specified in the scope document.
- Plan
- The code of the plan linked to the scope document.
- Activity
-
The code of an activity associated with the scope document.
Note:
- Scope lines can be created without Activity and can be linked later.
- The application validates if the Activity is linked to another contract line instead of the contract line specified in the scope document.
- If the One Scope Line Per Activity check box is selected in the Contract Lines (tpctm1110m000) session, then the Quantity, Sales Price and Unit fields are updated to the activity selected in the Activity field.
- Description Only
-
If this check box is selected, only the description must be specified for the scope lines without any Cost Type. This check box is used when the work cannot be defined using the Cost Type field.
Allowed values
- Yes
- No
- Cost Type
-
The type of cost associated with the scope document.
Allowed values
- Labor
-
A specific task. You can use labor codes to control the costs of a labor code or of a group of labor codes.
- Materials
-
The substance of which an item is composed, for example, wood, copper, nylon.
- Equipment
-
A cost type that is required for resources, which is not consumed while the project is carried out. Examples of equipment are machinery and tools.
- Subcontracting
-
A type of cost object representing services purchased from a third party for use in a project.
- Sundry Costs
-
Indirect cost and costs that do not belong to other cost types are booked as sundry costs, for example, insurance costs.
- Reference Activity
-
The smallest unit of work that is required. For example, to carry out a maintenance activity.
- Item
-
The code of the item associated with the scope document.
Note: You can modify the Item field only if the Description Only check box is cleared.
- Cost Object
-
The code of the cost object associated with the scope document.
Note: You can modify the Cost Object field only if the Description Only check box is cleared.
- Line Type
-
The method to determine the pricing of the scope document line.
Note: You can modify this field only if the Status of the Scope Document is set to Free in the Scope Document (tpctm6600m000) session.Allowed values
- Amount Only
- Rate Only
- Quantity and Rate
- Not Applicable
- Call-Off
-
If this check box is selected, you can define call-off details for the selected cost object based on the requirement.
Note:- The Generate AFP from Physical Progress check box is cleared in the Contract Lines (tpctm1110m000) session.
- This check box is enabled only if the Line Type is set to Rate Only and Quantity and Rate.
Allowed values
- Yes
- No
- Quantity
-
The quantity of the cost object associated with the scope document.
Note: This check box is enabled only if the Line Type is set to Quantity and Rate.
- Unit
-
The unit of measure in which Quantity of the cost object is expressed.
Note: This check box is enabled only if the Line Type is set to Rate Only or Quantity and Rate.
- Unit Cost
-
The standard cost of the contracting Cost Object.
Note: This check box is enabled only if the Line Type is set to Rate Only or Quantity and Rate.
- Cost Amount
-
The amount of the cost object.
formula: Cost Amount = Unit cost * Quantity
. - Pricing Method
-
The pricing method used to calculate the Sales Price.
Allowed values
- Markup
-
Adding a margin to the cost based on cost multipliers. The markup can be a profit margin, tax, management fee, or other factor specific to the company.
gross sales amount = landed cost amount + contingency + escalation + markup
Note: a markup percentage or amount is displayed for information purposes only.
- Target Pricing
-
In many cases, the target price for the estimate is fixed. If so, the sales price is, for example, determined by a price list.
gross sales amount = quantity * gross sales price
- Markup Percentage
-
A percentage added to the costs to derive the Sales Price.
Note: This field is enabled only if the Pricing Method field is set to Markup.
- Markup Amount
-
The amount which is added to the cost amount to derive Sales Price.
Note: This field is enabled only if the Pricing Method field is set to Markup.
- Sales Price
- The sales price per unit Cost Object.
- Currency
- The currency in which the amount is expressed.
- Sales Amount
-
The total sales amount calculated for the Cost Type. This amount is calculated based on the Cost Amount and Markup Percentage specified.
formula: Sales Amount = Quantity * Sales price
. - Capped Amount
-
The maximum payable amount for the specific scope line.
Note:
- This field is enabled only if the Line Type field is set to Rate Only.
- This value can be modified when the Status of the scope document is set to Free in the Scope Document (tpctm6600m000) session.
- Customer Reference Number
-
The code of the customer reference number for each scope line, provided for the tracking purposes.
Note: This field can be modified only if the Status of the Scope Document is set to Active.
- Scope Line Date
-
The date and time when the scope line is created.
Note: This field can be modified only if the Status of the Scope Document is set to Active.
- Length
-
The base unit used to express the physical length of the item.
Note: This field can be modified only if the Status of the Scope Document is set to Free.
- Width
-
The base unit used to express the physical width of the item.
Note: This field can be modified only if the Status of the Scope Document is set to Free.
- Height
-
The base unit used to express the physical height of the item.
Note: This field can be modified only if the Status of the Scope Document is set to Free.
- Weight
-
The base unit used to express the physical weight of the item.
Note: This field can be modified only if the Status of the Scope Document is set to Free.
- Scheduled Start Date On-Site
-
The planned or scheduled start date of the scope line.
Note: This field can be modified only if the Status of the Scope Document is set to Free in the Scope Document (tpctm6600m000) session.
- Scheduled End Date On-Site
-
The planned or scheduled end date of the scope line.
Note: This field can be modified only if the Status of the Scope Document is set to Free in the Scope Document (tpctm6600m000) session.
- Actual Start Date On-Site
-
The actual start date of the scope line.
Note: This field can be modified only if the Status of the Scope Document is set to Free in the Scope Document (tpctm6600m000) session.
- Actual End Date On-Site
-
The actual end date of the scope line.
Note: This field can be modified only if the Status of the Scope Document is set to Free in the Scope Document (tpctm6600m000) session.
- Text
- The related text for the scope line.