1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Setting up and maintaining Advanced project management

Set up calculation

In construction projects, quantities are often calculated based on specific settings. In Advanced project management, this setup is done in calculation groups.

Use calculation groups to define:

  • The formulas that are used to calculate the estimate line quantities for activities in the work breakdown structure.
  • The models with the default formulas for each transaction type.
  • The setup that is required for progress billing: a variable that is marked as scheduled unit. For progress billing, usually, the scheduled unit variable is a percentage.
  • The setup that is required for subcontracting: a variable that is marked as scheduled unit and for which the unit is defined as well. Reason: Subcontracting uses purchase orders, and on the purchase lines a unit is required.
  • A cost price (expense) or sales price (expense) for a specific scheduled unit.


Project manager Project manager Start Start Set up calculation variables Set up calculation variables Define the variables to be used:In formulas.As scheduled units in work breakdown structures.You can define variables that differ from the units. But you can also link a variable to a unit. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Calculation variables. 2. Click New. 3. In the Variable field, type a value. 4. In the Description field, type a value. Notes All variables must have the same length. If you, for example, use three characters for the first variable that you create, all variables must have a length of three characters. Set up calculation groups

Set up calculation groups

Use calculation groups to define:

  • The formulas that are used to calculate the estimate line quantities for activities in the work breakdown structure.
  • The models with the default formulas for each transaction type.
  • The setup that is required for progress billing: a variable that is marked as scheduled unit. For progress billing, usually, the scheduled unit variable is a percentage.
  • The setup that is required for subcontracting: a variable that is marked as scheduled unit and for which the unit is defined as well. Reason: Subcontracting uses purchase orders, and on the purchase lines a unit is required.
  • A cost price (expense) or sales price (expense) for a specific scheduled unit.

 End End

Activities

Name Responsible Description

Set up calculation variables

Project manager

Define the variables to be used:

  • In formulas.
  • As scheduled units in work breakdown structures.

You can define variables that differ from the units. But you can also link a variable to a unit.

Set up calculation groups

Project manager

Use calculation groups to define:

  • The formulas that are used to calculate the estimate line quantities for activities in the work breakdown structure.
  • The models with the default formulas for each transaction type.
  • The setup that is required for progress billing: a variable that is marked as scheduled unit. For progress billing, usually, the scheduled unit variable is a percentage.
  • The setup that is required for subcontracting: a variable that is marked as scheduled unit and for which the unit is defined as well. Reason: Subcontracting uses purchase orders, and on the purchase lines a unit is required.
  • A cost price (expense) or sales price (expense) for a specific scheduled unit.

Set up calculation groups

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