Progress Control Settings

VIDEO | Progress Control Settings

InEight Control integrates with several other programs. Within the tool, a few specific columns allow you to manage the information that is sent to other InEight applications and to your ERP system. Below is a table of the key columns and their functions.

Column Name

Function

Allow As-Built

Allows you to choose whether a cost item accepts actual cost, quantities, both, or none.

Once this item receives actual costs, quantities, or man-hours, this setting cannot be adjusted (changed from All to None).

As-built lock

Once you lock the ERP status, your ERP does not allow the WBS to be progressed.

Example use cases for locking ERP status:

  • Work will not begin for two more years
  • Foreman is not allowed to claim more quantity because work is 100% complete
  • Work is complete and you do not want people mistakenly charging cost to completed to cost items

Hide in Plan and Progress

Allows the user to choose whether to have a cost item available to use in InEight Plan and InEight Progress.

Example use case for Hiding in Plan and Progress:

  • Indirect staff cost codes should not be available for direct labor to charge

The steps below walk you through the various columns and discuss options for changing the settings.

Progress Control Settings

For this step you will need to have a subordinate available to use.

  1. On the Control main page CBS tab, select the Progress view.

  2. Navigate to the Task Details data block.

  3. Select the second Data Panel in the Task Details data block.

  4. Double click in the Allow As-Built field of the subordinate cost item and select the drop-down arrow.

  5. Select All.

  6. Navigate to the Third Panel of the Task Detail data block.

  7. Select the Hide in Plan and Progress check box of the cost item.