Revise Calculation/Confirmation

Explanation

Use this activity to revise a confirmed calculation for an top and/or a complete version. Revise of a calculation means that the cost, contingency and markup build-up is no longer considered as completed, one or all the items, for the selected version. The status is set back to InProgress and it is possible to update the work scope as well as the cost, contingency and markup.

Revise is a manual action which sets back a confirmed item or complete version (all top items) to InProgress, the cost, contingency and markup build-up is unlocked and possible to adjust. It can be executed for a single- or for all top items. You can revise a confirmed single top item from the item header via right click option Item Status/Revise. You can also revise all top items from either the specific version record in the Version tab or else from the estimate header, then it is for the selected version. This can be done via right click option Version Status/Revise.

Revise can be executed also for a version in status Completed. The connection to the business object then remains and the update functionality can be used to transfer the Confirmed calculation after completed changes of the work scope and/or version cost build-up.

Prerequisites

This activity requires that;

• An estimate exists with at least one version and one top item
• The status of the estimate cannot be Closed or Cancelled
• The status of the item must be Confirmed for the version
• If an entire version shall be revised then all top items must be in Confirmed status

System Effects

As a result of this activity, the version cost, contingency and markup build-up for one or several items is set back to InProgress.

Window

Estimate

Related Window Descriptions

Estimate/Estimate Items
Estimate/Versions

Procedure

1. Open the Estimate window.
2. Search for the Estimate ID that contains the top item/version to be Revise, or populate the window and click the requested number in the Estimate ID list.
3. In the tree structure select the top item to confirm, secure that the item status is Calculated.

Note: This action can also be executed from either the specific version record in the version tab or else from the estimate header.

4. From the item header right click and select the option Item Status/Revise.

Note: To revise from a version right-click either from a specific version record in the Version tab or else from the estimate header select Version Status/Revise.

5. The item status is updated to InProgress.

Note: If revise from a version then the version status is updated to InProgress and the item status for all items are set to back to InProgress.