Workspaces

The Workspaces page in InEight Control is the main space where you do most of your project management tasks such as tracking progress, managing budget changes, and forecasting. The Workspaces page lets you access different areas of project tracking in the CBS, ACS, Pay Items, Change Register, and the Audit Log tabs.

CBS

When you open Workspaces, you land on the Cost Breakdown Structure (CBS) tab by default. The CBS is the main tab where you manage and track progress of your cost items that make up the cost breakdown structure of your project. You can manage items such as:

  • CBS structure — Use the CBS position column to view the hierarchy of your superior and subordinate cost items. You can move cost items to adjust their position within the cost breakdown structure.

  • Color code hierarchy — You have the option to differentiate your CBS structure by color. Click on the Tasks data block ellipsis to select Color-coded CBS position and Color-coded terminal items to help you identify the position level of the hierarchy where a specific cost item is located.

  • Add, edit, and delete cost items — Easily add, edit, or delete superior and subordinate cost items.

For more information, see Cost Item Overview.

ACS

The Account Code Structure (ACS) is where you can view and manage account codes at the project level. You can view the account codes assigned to your cost items. The related parent account codes, account code details, and quantity contributors are also shown.

You can view other budget information that is automatically pulled into the ACS Details data block by clicking the right arrow on the ACS details data block to view the additional panels. You can select from multiple columns to view budget information such as:

  • Total Cost

  • Unit Cost

  • Unit Rates

  • Primary and Secondary Quantity Ratios

  • Quantities Complete

  • Account Code Tags

ACS Navigation

The ACS tree lets you easily navigate up and down your ACS structure and provides a way to filter down to a subset in the structure. Open the ACS tree slide-out panel by clicking on the ACS tree icon on the side toolbar.

Like the CBS color-coded hierarchy, you have the option to differentiate your account codes by color. Click on the ACS data block ellipsis to select this option to help you identify at which level of the hierarchy a specific account code is located.

Pay Items

You can manage pay items in the Pay Items tab in Control. Pay items typically represent the owner-required deliverables a contractor must submit pricing for. In Control, pay items are used to distribute the cost calculated in the Cost Breakdown Structure and all markup, fees or contingencies calculated in the pay items. This allows the total estimate value to be distributed to a structure different from the CBS.

You can group pay items in a hierarchy by utilizing the Position Code column.

In the Pay Items tab, you can manage your project’s pay items and their structure. The image and table below show the Pay Items tab functions:

  Item Description
1 Actions

In the Actions drop-down menu, you can:

  • Lock/unlock price – You can select to lock and unlock price and lock project budget and price.

  • Sync – You can select to sync pay items, billed revenue, and forecast revenue with other applications.

  • Budget move and contract adjustment – You can select to do a budget move, budget quantity and man hour adjustment, and contract adjustment.
2 Toolbar actions

Upper left toolbar actions:

  • Add and delete pay items

  • Claim revenue

  • Move to - Move pay items within the structure using another pay item position, number, or description.

Upper right toolbar actions:

  • Filter - Create query filter in the query builder.

  • Sorting - Sort in ascending or descending order.

  • Import and Export – Import and export sets of data.

  • Row density – Select from relaxed, narrow, or tight row density on the register.

  • Find – Search scope items.
3 View You can select from the default Revenue and Price views. You can create new views, save updated views, and rename and delete custom views.
4 Revenue snapshot You can view snapshot data for past periods. When the Enable manual snapshots option is turned on in the project's Project Tracking settings, you can also create a manual snapshot using the Take revenue snapshot option from the drop-down list and the Take snapshots options in the Actions drop-down menu.
5 Billed date filter Filter the revenue data based on a selected time frame of billed dates.
6 Right-click menu options

Right-click on a pay item to do the following:

  • Insert pay item

  • Delete pay item(s)

  • View pay item details

  • View billed revenue details

  • Bill multiple pay items

  • View actual revenue details

Change Register

In the Change Register tab, you can review the details of contract adjustments and budget moves, and either revise, reject, or approve the changes (with the applicable permissions).

For more information, see Change Approval Process in Change Management.

Audit Log

The Audit Log register tab captures changes that were made within InEight Control and is broken down into five sub-tabs located on a left sidebar menu.

  • CBS

  • ACS

  • Pay items

  • Integration

  • Import history

 

For more information, see Audit Log in General Navigation.