1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Working with Advanced project management
  4. Create and manage project change orders
  5. Change work breakdown structure

Use calculations in work breakdown structure

In a project change order work breakdown structure, you can set prices on several levels. For example, project change order, task, or estimate line.

The total sales value is calculated based on the quantity times the sales price. If the project type is:

  • Time and material, the sales prices have a direct consequence for the project invoicing.
  • Fixed price, the sales prices are shown by the on-account transactions.

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

Calculation groups 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 Define or change calculation settings on WBS task Define or change calculation settings on WBS task On each WBS task, you can define the applicable calculation settings. You can do so on creation of a WBS task or on a to-be-changed WBS task. Procedure 1. Go to Project management and accounting > Project change orders > All project change orders. 2. In the list, click the link in the selected row. 3. Click Advanced WBS. 4. Click Edit. 5. In the list, find and select the desired record. 6. In the list, mark the selected row. 7. Click the Calculation tab. 8. In the Hour formula field, enter or select a value. 9. In the Equipment formula field, enter or select a value. 10. In the Item formula field, enter or select a value. 11. In the Expense formula field, enter or select a value. 12. In the list, find and select the desired record. 13. Click Run WBS Calculation. 14. Click Save. Notes You can also change the value of the calculation fields on a to-be-changed WBS line. In this case, you cannot change the calculation group and the scheduled unit. End End

Activities

Name Responsible Description

Define or change calculation settings on WBS task

Project manager

On each WBS task, you can define the applicable calculation settings. You can do so on creation of a WBS task or on a to-be-changed WBS task.

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