Scope Document Lines (tpctm6601m000)

Use this session to view and maintain the scope document lines data. A scope of work can contain several lines. Each line contains information detailing about a separate sub-scope of the overall project such as tasks, responsibilities, and objectives relevant to that segment of the work.

These sessions are displayed as satellite sessions:

Call-Offs (tpctm6103m000)
Application for Payment Lines (tpppc6131m000)

Note:

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

Scope Document

The code of the scope document associated with the contract.

Line

The position number of the line number associated with the scope document.

Modified

Indicates whether the scope document line data is modified.

Allowed values

Yes
No

Canceled

Indicates whether the scope document line data is cancelled.

Scope

Scope Of Work

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.

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 an item associated with 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.

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.

Currency

The currency in which the amount is expressed.

/

The unit of measure in which the scope is expressed.

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 default sales price per unit, of the Cost Object associated with the scope.

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.

Contract/Project Link

Contract / Line

The code of the contract for which the scope is defined.

/

The position number of the scope line associated with the scope document.

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.
If the Project is not linked to any contract line, this must be updated in the Contract Link to Project Structure (tpctm0160m000) session.

Plan/Activity

The code of the project linked to the scope document.

/

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 Activity is not linked to any contract line, this must be updated in the Contract Link to Project Structure (tpctm0160m000) session.
If the Generate AFP from Physical Progress check box is selected in the Contract Parameters (tpctm0100m000) session, the Quantity and Unit fields are defaulted to the activity selected in the Activity field.

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.

Additional Units of Measure

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.
Unit: The base unit used to express the physical length of the item.
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.
Unit: The base unit used to express the physical width of the item.
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.

General

Dates

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

Text: The related text for the scope line.

Finance

Amounts(Previous Periods)

Applied: The total of Applied Amounts calculated until the current applied amount is specified for the AFP.
Certified: The total of the certified amount calculated until the current certified amount is specified for the AFP.

Amounts(This Period)

Applied: The total AFP amount applied for the current period.
Certified: The total certified amount for the current period.

Amounts(Cumulative)

Applied

The cumulative AFP amount applied for the current period.

formula: Applied Amounts (cumulative) = Applied Amounts (current period) + Applied Amounts (previous period)

Certified

The total certified amount for the cumulative period. formula: Certified Amounts (cumulative) = Certified Amounts (current period) + Certified Amounts (previous period)