Design 23.6 Release Notes

• Configure work packages page – A new Configure work packages page now opens when configure work packages (Engineering > Scope Items > Actions > Configure work packages). Read more

  The new Configure work packages page includes the Engineering Work Package and Deliverable Package tabs. Each tab shows a list of work packages that are associated with the project.

  

  On the Engineering Work Package tab, you can add, edit, and delete engineering work package items. On the Deliverable Package tab, you can add, edit, and delete deliverable package items.

  The work package grid shows the aggregated work package data for all scope items associated to the work packages on the project. When a scope item is added or removed from a package, the work package summary information is updated. When a scope item's hours, dates, or claiming is updated, the summary information is also updated to reflect the changes.

  Data validations are built into a work package’s summary information for percent complete, hours, and dates. When a scope item associated with a package has missing or null values for hours or dates, a warning icon shows next to the values that depend on the missing or null values to calculate.

  For example, if a scope item has the MHrs null due to a missing CE MHRs/qty unit rate, the warning icons show in the % Complete, CE total MHrs and Earned MHrs. You can hover over the warning icon for more information.

  

• Work packages dialog box – When you open, add, or edit a work package, a new dialog box window opens in the Overview page. Read more

  When you add or edit a work package, the work package overview page opens and shows a dialog box section. You can view, update, or enter the new or updated work package information.

  

  The fields include the following:

  • Type – Permanent pre-filled field based on if it is an Engineering or Deliverable work package.

  • Display Id – Required user defined unique id.

  • Description – Required user defined description.

  • Activity code – Optional user defined activity code.

  • Notes – Optional user notes.

  • Construction need by date – Specify a date the design to be completed by based on the construction priority sequence.

  • Discipline – Associate an engineering discipline to the work package.

  Click the Add icon to add new workpackages. You can also add or edit work packages via import using the work package template. To download the template, select Export > Export work package template. The template is downloaded to your download folder.

  

  When you are ready to import, click the Import icon, and then follow the import instructions.

• Assigning work packages to a scope item has been updated - When you assign a work package to a scope item, other work package related scope items are automatically identified, and the the Total Mhrs, Claiming, and Date fields are updated. Read more

  The fields are updated as follows:

  • Total MHrs - If there are multiple associated scope items, it will provide a sum total.

  • Claiming - If there are multiple associated scope items, it will provide a sum total.

  • Dates - If there are multiple scope items associated with the work package, it will report the earliest start date and the latest finish date.

• Work package overview page – When you open, add, or edit a work package, a new overview page opens. Read more

  The overview page provides a visual of various work package related items.

  

  • Overview of test package – You can view and edit the current work package attributes.

  • % Complete – % complete is based on the scope item hours and earned progress on scope items within the work package.

  • Hours:

    CE – Sum of the scope item man hours for all scope items within a package (Scope Item Qty * CE MHRs/Unit).

    Earned – Sum of the scope item earned hours for all scope items within a package (Earned Qty * CE MHRs/Unit).

    Remaining – Sum of the scope item forecast remaining man hours for all scope items within a package (CE Hours – Earned Hours).

  Overview of scope items:

  • % Complete – % complete is based on the scope item hours and earned progress on scope items within the work package.

  • Hours -

    • CE – Sum of the scope item man hours for all scope items within a package.

      (Scope Item Qty * CE MHRs/Unit)

    • Earned – Sum of the scope item earned hours for all scope items within a package.

      (Earned Qty * CE MHRs/Unit)

    • FC Remaining – Sum of the scope item forecast remaining man hours for all scope items within a package.

      Control Integration on – (CE Hours – Earned Hours)

  • Dates – Start dates show the earliest date, and finish date will show the latest date from the related scope items.

  • Milestones – When the Project Settings – Dates setting is configured with Scope Item/Milestone, the milestones window will show. You can use the Dates Chooser icon to toggle between Planned start/finish, Current start/finish, Actual start/finish, and Completion.

  • Remaining steps – View remaining steps and their % complete for all related scope items to the package. Remaining steps will be shown ascending based on step order.

  • Teams – Shows all teams associated to the work package and the teams’ % complete. The teams’ % complete is based on scope item hours and earned progress the team is assigned to on the scope items within the work package (Earned Hours / Scope Item Hours). An unassigned team will show for scope items that does not have a team assigned.

  • Scope item list – List of scope items with their related work packages. In the Gantt chart, you can view the start and finish dates for the scope items within the work package. You can use the Dates Chooser icon to toggle between Planned start/finish, Current start/finish, and Actual start/finish.

  When you click on a scope item link, the Edit scope item slide-out panel opens. You can view and make changes to scope items. When changes are saved, the overview page is updated to reflect the new changes.

• Engineering work package (EWP) integration with InEight Plan– You now can configure work packages, aggregate package data, and integrate with Plan. Read more

  In Plan, you can associate EWPs from Design to Construction work packages (CWP). In the project, select a CWP in Work packaging, and then click Add > Engineering work package - EWP. The Add EWPs from project window opens and shows available EWPs in linked projects. You can click the Add icon to select EWPs.

  

  The data from Design’s EWP now shows in Plan. The EWP updates when it is updated in Design.

  

• Linked engineering work packages – Linked engineering work packages from linked projects now integrate with InEight Plan. Read more

  When linking multiple engineering projects in Design > Quantity forecasting > Project settings > Linked engineering projects tab, the work packages from the linked projects will now show in Plan. By default, the source project gets mapped to itself and shows its work packages in Plan. Click the Link project button to link additional engineering projects.

  

• Account code set - Allow UoM editing – A new toggle has been added to enable UoM editing. Read more

  Previously, in Quantity Forecasting, when an account code set was used, the primary UoM was inherited and was not editable. You were forced to use the organizational standard that was inherited from the account code.

  Now, a new Allow UoM editing toggle has been added in Design > Quantity forecasting > Project settings > General tab. You now have more flexibility in editing inherited UoMs and their usage.

  

  When the Allow UoM editing? is enabled, you can edit the inherited UoMs in the column, add or edit slide-out panel, and via import.

  

  To disable Allow UoM editing?, all Quantity Item UoMs must align to the assigned Account Code’s UoM from the associated Account Code Set.