Quantity Contribution

There are two methods for defining primary and secondary quantities for your account codes:

Manual entry in the Primary Qty and Secondary Qty fields
Using the auto-quantity feature to have them automatically inherit the quantities of any cost items that have the same unit of measure as the assigned account code

Define Account Code Quantity

From the Workspaces page of the Steel Structure Job, select the CE + CB viewset from the View drop-down list.
In the Current Estimate data block, double click in the Secondary UoM field for a cost item you assigned an account code to.
Select a Secondary UoM from the drop-down list different than the cost item's primary UoM.
Click the side arrow to navigate to the Secondary Qty column.
Double click in the Secondary Qty field for your cost item and enter a value.
Select the ACS tab.
In the Primary Qty field for the account code assigned to the cost item you just changed and type in a quantity value.
For your account code, check the Auto-quantity (Primary) check box.
To view what cost items are assigned to the account code, right click on your account code and select ACS item details.

If you have the account code slideout open and want to open a different account code's item details, you can select a different account code. The details slideout updates to the current account code's details. You no longer have to exit out of one ACS item only to right click and select ACS details slide out to open another.

Quantity Contributors

Within your project, you can specify how primary and secondary quantities contribute to your account codes. Specifically, you can indicate how:

Cost item primary and secondary quantities contribute to assigned account code primary and secondary quantities
Child account code primary and secondary quantities contribute to parent account code primary and secondary quantities

For both cost item and account code contributions you can have quantities roll up:

Primary quantity to primary quantity
Primary quantity to secondary quantity
Secondary quantity to secondary quantity

Account codes will only automatically inherit quantities from cost items/account codes using the same unit of measure.

Contribution Options – Cost Item to Account Code

From the ACS item details slide out panel, you can specify how cost item quantities roll up to the account code that is assigned to it, by selecting the appropriate checkbox. The total of the contributing cost item(s)’s quantities will roll up to become the account code quantity.

Contribution Options – Child Account Code to Parent Account Code

On the ACS page, in the ACS qty contributors data block, you can specify how child account code quantities will roll up to their parent account codes by selecting the appropriate checkbox.

ACS Unit of Measure Toggle

In the ACS register, you can toggle different Unit of Measures. The Unit of Measure toggle has three different options:

As entered Unit of Measure
English (Imperial Unit of Measure)
Metric

If you want to display and edit in liters instead of gallons for example, you would select the ruler icon in the top right corner of the ACS register, and then select Metric. The quantity amount converts in the browser and displays in the alternate unit of measure.

Account Code Quantity Conversions

Cost items that are tracked in one unit of measure can be tracked in another UoM. For example, cost items that are tracked in a metric UoM can contribute to account codes tracked in imperial UoM. This saves time in maintaining account code quantities, as project team members do not have to perform quantity conversions manually. Data accuracy is also ensured since any manual errors are eliminated from the conversion process.

In this example, CBS item Asphalt Paving and Break Removal contains a Forecast quantity of 3,000 with a UoM of Square Meter.

In the ACS, you can display the Primary UoM Alternate System column to see what UoM is needed to track cost items in, so they contribute to your account codes. The Auto-quantity column is set up so that quantities are summing up the CBS. The Primary Qty of 3,587.97 is automatically populated. There is no further action to allow this value to roll up to the account code.

The system will automatically take the Forecast Qty in the CBS, and convert that number to the value shown in the Primary Qty field displayed in the ACS. In the above example, the CBS Forecast Qty of 3,000 in square meters is being converted to the 3,587.97 square yards, as shown in the ACS.