As indicated by the name, the Work Pack Estimates register is used to enter the latest cost estimate data for Work Packs. The information held in the Estimate register can be saved at any time as a project baseline. The first time you save a baseline, it will be called the Master Control Estimate (MCE). Each subsequent save will become the latest Current Control Estimate (CCE). Both the MCE and the CCE can be displayed on Cost Reports.
The estimate for a Work Pack can be built up from several estimate lines. New estimate lines can also be entered to show how the estimate has changed.
The ‘Work Pack Estimates screen’ is available under the ‘Project Control Basis’ section in the Navigator Bar.
Figure 6: Work Pack Estimates Form
To see the Estimate lines for a particular Work Pack, select it in the Work Pack list.
When you first open the screen, the Work Pack list will show all the Work Packs in the project. This list can be filtered using the filter boxes at the top of the list. You can also filter the list by clicking a particular branch of the WBS using the WBS Navigator. The Work Pack Summary area shows the Work Pack’s ID, Description WBS level, for reference purposes.
At the lower half of the screen, a list of the estimate lines is shown for the currently selected Work Pack. The following information can be entered here:
|Item||Unique code for identifying the estimate item|
|Description||Description of the estimate item|
|Category||Categorization of the estimate.|
|Qty||Quantity of Units (see next)|
|Unit||Units – could be Man-hours, meters, tons, etc. If the units relate to a number of items being purchased, the Unit can be set to ‘ea’, which stands for ‘Each item cost’.|
|Rate||Cost per Unit|
|Norm||Optionally a “Norm” figure can be entered.
Example: Install 3 pumps. Each pumps should be installed, according to predefined norm, in 20 hours. The man hour rate is USD 100.
Qty will then be: 3
Unit (Norm): Mhrs
|Unit (Norm)||The unit for the Norm.|
|Item Cost||Item Cost is equal to Qty x Rate, or Qty x Norm x Rate, if a norm has been entered. Input cost can also be manually entered directly.|
|Contract NO||Optional reference to a particular contract – automatically referenced when estimate information is imported from the Contracts register. See tool bar option below.|
|System||Reference to a system number|
|Tag No||Reference to a tag number|
|Change No||Reference to a change number (e.g. design changes)|
|Contract No||Optional reference to a particular contract – automatically referenced when estimate information is imported from the Contracts register. See tool bar option below.|
|Original Contract Currency||The currency that the contract item was estimated in.|
The SCCS and Experience section is used when the Experience module has been setup for the project. SCCS (Standard Cost Coding Structure) is a NORSOK standard, where the work is broken down into PBS, SAB and COR.
|Entity||A reference to an Entity code defined in the Experience module|
|PBS||Physical Breakdown Structure|
|SAB||Standard Activity Breakdown|
|COR||Code of Resource|
This tab page shows the variance between the new estimate, the activated estimate and contract information for the selected work package:
Figure 7: Estimate Deviaton overview for the selected Work Pack
The upper part shows a summary:
The lower part “Baseline summary current work pack items” shows all items, both in the new estimate and the current estimate.
Figure 8: Contract Related Data to the selected Work Pack
This tab page will show all contract cost items against this work package. The upper part shows the cost elements (e.g. Variation Orders, Variation Order Requests, Original Contract), with related information (please see the Contract Management User Guide for more information). The lower section shows the cost items against the selected cost element.
A set of options are provided in the toolbar at the top of the screen, as follows:
Figure 9: Toolbar options, located at the top of the screen
These options are described below:
|Show WBS Navigator||Shows/Hides the WBS navigator|
|Hide Navigation Grid||Hides / Shows the navigation grid on the right side|
|Copy contract elements||Pressing this button will import the latest information about the Work Pack from the Contracts register. This information is useful for determining whether the estimate is still on track. This is also described in a separate section.
Note: Before this function is used, make sure that the Contracts Elements are configured correctly. See the User Guide for Contracts Management, Initial Configuration section.
|Export to Excel||Export the estimate information to a spreadsheet. The values can then be edited, and pasted back in for convenience.|
|Activate Changes||Saves the latest values in the Work Pack Estimate register into the current baseline. The Activate changes button should only be used when updating the CCE baseline. See the next section for more information about performing baseline updates.
Note that this button is only visible for members of the Baseline Administrators role.