Organizational and project level
Generate WBS phase code automatically
In the Tasks section you can manage how WBS phase codes are generated. You can set the Generate WBS phase code automatically toggle to Yes or No.
When you set the toggle to No, phase codes for newly created cost items must be manually entered.
When you set the toggle to Yes, phase codes for newly created cost items are automatically generated and the WBS Phase code generation method list option activates. In the WBS Phase code generation method list, you can choose from the following:
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Continue numbering from the last generated number
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Regenerates all values beginning from the specified start value — This option activates the WBS Phase code start value field where you can enter a specified value. The value is the phase code for the first cost item created. When automatic phase code generation is activated, the proceeding new cost items is automatically created based on the phase code generation method selected.
Enable Manual Snapshots
You can create a manual snapshot of Control project data in the CBS and Pay Items registers. When the Enable manual snapshots toggle is enabled, and with the applicable permissions, you can capture a snapshot at any point in time. When the setting is disabled, snapshots are captured only when Push Live forecast and Push Forecast revenue syncs are run or when the month-end plus days elapse.
Enabling the manual snapshots settings lets you select the Take Live Snapshot option from the Current Live Forecast drop-down menu in the CBS to capture current values in the Live Forecast, Current Budget and Current Estimate.
Snapshots can also be taken from the Actions menu.
You can view the draft snapshot by selecting the View draft snapshot from the Current live forecast drop-down menu. This lets you know that the draft snapshot is not yet finalized for the current month.
When you select View draft snapshot, the snapshot values load into the CBS in a read-only status.
When you select the Take Live Snapshot option consecutively, a message lets you know that an existing snapshot already exists and a choice to override the previous snapshot.
The same snapshot functionality now exists in Pay Items, with the exact same option.
Default CE values to be updated from CB values
You can select for the Current estimate cost, man-hours, and quantity values to be updated by default from an approved change order that contains adjustments to the Current budget cost, man-hours, and quantity. To set CE values to be updated from CB values, enable the Default CE values to be updated from CB values toggle. The check boxes are automatically selected in the change orders.
Whether the Default CE values to be updated from CB values toggle is enabled or disabled, you have the option to manually select or deselect to update the values using the check box options under the Update CE total cost, Update CE total MHrs, and Update forecast (T/O) qty in the change order.
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Project level
At the project level, you can further define settings for maintaining the CBS structure at a specific level and allowing syncs to replace manual snapshots.
Maintain CBS Structure at a specific level
When set to Yes, the Level to Maintain CBS structure at field is enabled. You can enter at what level to maintain the CBS structure.
Allow syncs to replace manual snapshots
When set to On, the Allow syncs to replace manual snapshots toggle is enabled. When you enable the Allow syncs to replace manual snapshots toggle, the manual snapshot is replaced when the Push Live Forecast or Push Forecast revenue is synced. When the Allow syncs to replace manual snapshots setting is disabled, syncs are replaced with manual snapshots.
