Non-Validated Tags

Tags are used to identify or mark records for filtering, sorting, and reporting purposes.

Tags can be created and made available to all Tags fields throughout the system or can be created for specific Tags fields on specific forms. When created for a specific Tags field on a specific form, the list of available Tags for that field will be limited to those Tags assigned to that field and form. Tags that have not been assigned to a specific field and form will be available to all Tags fields on all forms. After data is tagged, it can be filtered, sorted, and grouped using the filtering and grouping features on the register containing the data.

Non-Validate Field Examples

Examples

Description

Risk description

Identify specific risks against cost items

Superintendent

Identifies responsible person for operations and forecasting

Commodities

Grouping cost items for roll-up and review for specific commodities

Client Tagging

Specific cost item tagging for client

External System Flag

External flags for integration

AWP Planning

Assign a cost item to a Work Plan for operations

Users can take advantage of validated and non-validate tags in every register within estimate. It will be up to the organization on how they want to best leverage tags in each register.

Register Examples

Creating Non-Validate Tags

The following steps walk you through how to create non-validate tags within a Cost Item Record.

Step by Step — Non-Validate Tags in Cost Item Record

  1. From the Ribbon, select the Estimate tab.

  2. Then select Cost Breakdown Structure (CBS).

  3. Double-click the row that you want to assign tags. The Cost Item Record for that row opens.

    • e.g., Direct Cost Add-On, Indirect Cost Escalation, etc.

  4. Select the User Defined default data block in the lower right portion of the record.

  5. Click into the User Defined 1 field and type in the value needed for the cost item.

The following steps walk you through how to create non-validate tags within the register.

Cell select and fill down shortcuts can expedite the assigning process.

Step by Step — Non-Validate Tags in Register

  1. From the Ribbon, select the Estimate tab.

  2. Then select Cost Breakdown Structure (CBS).

  3. Go to the cost item that you want to add tags and scroll to the User Defined 1 field.

  4. Type in the value needed for the cost item.

  5. Changing the caption can also assist in notating how the field is to be used.