Hide in Plan, Progress, and Design


When you create a cost item, there are multiple fields and options available for populating the cost item details. The Hide in Plan, Progress, and Design option is available for you to select to make the cost item unavailable for claiming in the InEight Plan, Progress, or Design applications. This feature is typically used to make sure items such as indirect or overhead items do not get claimed against.

By selecting the Hide in Plan, Progress, and Design check box, you can hide items, so they do not show in those applications. This makes it easier for the supervisor or foreman in the field to see only their work-related tasks.

The hide feature drives whether the cost item shows in Plan, Progress and Design. When the hide feature is not selected, the cost item shows in Plan, Progress, and Design. Those applications use the Allow as-built and the As-built lock to determine which type of actuals can be claimed (cost, quantity, man hours, equipment hours) or whether the cost item should not have actuals.

In Control, you can use the hide feature in combination with the Allow as-built and As-built lock feature to do the following:

  • Determine if you can claim quantities in Control when the hide feature is selected.

  • Allow other applications to sync claimed quantities when the hide feature is not selected and Allow as-build is selected for quantities.

Hide feature in a cost item

On the CBS tab, when you add or edit a cost item , you have the option to select the Hide in Plan, Progress, and Design check box in the details for the cost item.

 

Hide feature in the CBS Workspace

On the CBS tab in the CBS Task details block, you can select the check box for the cost item to hide it in the Plan, Progress, and Design applications.

Considerations

  • You must select to hide the cost item before any claiming is done in Plan, Progress, or Design. After claiming is received for the cost item, the hide option is then unavailable.

  • When the job-to-date quantities, costs, or man-hours are not zero, and you elect to hide the cost item, a message shows indicating that you cannot edit the setting, as shown in the following example.

    To select the setting, you must post a negative claim that will result in the quantities, costs, or man-hours to equal zero.

  • You must have applicable Control permissions for Actuals in InEight Platform. For more information, see Manage users.