You can manage settings for pay the item to cost item forecast (T/O) quantity relationships using the Enable pay item Forecast (T/O) qty rollups and Enable pay item Forecast (T/O) qty roll down toggles.
The Enable pay item Forecast (T/O) qty rollups toggle is only applicable to unit price pay items. It lets you enable the pay item forecast take-off quantity to be calculated based on the sum of all the assigned cost items forecast takeoff quantities.
When the Enable pay item Forecast (T/O) qty rollups toggle is enabled, you can no longer edit your pay item forecast takeoff quantity in the Pay item register.
For example, you cannot add unlike units of measure. Only cost items that have the same unit of measure as the pay item can contribute to that pay item’s forecast takeoff quantity.
In the following image, the two cost items have different units of measure.
Cost item 1 has a unit of measure of box, which also has the pay item contribute quantity box checked. Cost item 2 has a unit of measure of bag with the pay item contribute quantity box unchecked. When you go into the update earning rules editor, you cannot check the pay item contribute quantity box for cost item 2 because the unit of measure does not match with cost item 1.
If you deselect the pay item contribute quantity box for cost item 1, the cost item’s quantity does not contribute to the pay item’s quantity. Then, the pay item quantity is zero. If it is checked, cost item 1 with the unit of measure of box has a forecast takeoff quantity of 150. This means the pay item also has a forecast takeoff quantity of 150.
In the CBS, you can change the Unit of Measure from bag to box and then forecast take off quantity updates.
By default, they both now have the pay item contribute quantity checked and the pay item forecast take off quantity is the sum of any cost items that have pay item contribute quantity checked.
For example, with cost item 2 updated, the forecast takeoff quantity from of 100 is added to the forecast takeoff quantity of cost item 1. The total forecast takeoff quantity is now 250. It includes both of them since they now both have a matching unit of measure.
Also, this affects you earnings percent as well if you have forecast takeoff quantity selected. The pay item contribute quantity for both cost items drives your earnings percent if the forecast takeoff quantity radio button is selected. It also decides which cost items are going to contribute to the pay item’s forecast takeoff quantity.
When you turn to ON Enable pay item Forecast (T/O) qty rollups, the Pay item contribute quantity column does not show by default. To add it, go into the columns chooser, and then select that column. After it is added to your view, it remains there until you deselect it from the columns chooser.
In the Update earnings rule dialog box, the Pay item contribute quantity column is a default editable column in that view. The Pay item contribute quantity column is not editable in the main table. You can only select to add it to your main table view in the pay item slide-out panel for informational purposes.
The Pay item contribute quantity column is not available when the setting is turned to OFF or if you are not looking at a unit price pay item. If a user turns the setting to ON and added the column, and then decided to turn the setting to OFF, the columns no longer show.
When the amount of contract deliverables changes on unit price contracts, manually updating all the quantities for every associated cost item can be time consuming. Pay item forecast take off quantity allocations can be proportionally rolled down to the assigned cost items by setting the Enable pay item Forecast (T/O) qty roll down switch to On.
The unit price pay item Forecast (T/O) quantities proportionally rolls down to the contributing cost items’ Forecast (T/O) quantities. Pay item to cost item roll down changes also show in the CBS Audit log.
The Allow as-built setting must be set to All or Quantity for the selected cost items.
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