User-Defined Fields

When you use the Model Connector functions, user-defined fields (UDF)11-15 sync their data from Estimate to the DTO panel in Model .

The following table shows the UDF integration to Model:

UDF Description
User Defined 11 Actions tab - Populates the Tag Name in the Quantity Type sum property.
User Defined 12 Selection tab - Populates the Tag / OP Name field in the first rule.
User Defined 13 Selection tab - Populates the Value field of UDF 12 Tag/OP Name in the first rule.
User Defined 14 Selection tab - Populates the Tag / OP Name field in the second rule.
User Defined 15 Selection tab - Populates the Value field of UDF 14 Tag / OP Name in the second rule.

UDF 11 does not integrate with Estimate on-premise.

DTOs use the Selector tab to create criteria for selecting model objects. The Actions tab creates the summation of the quantities to share with Estimate.

When UDF 12 and UDF 13 are populated and UDF 14 and UDF 15 are not populated, then only one rule is created in the DTO Selector area. If all four UDFs are populated, then two rules are created, and the modifier is set to AND. The first rule is populated from UDF 12 and 13. The second rule is populated from UDF 14 and 15.

The Tag / OP Name field must exist in the model or it will be blank. The Operator is set to = by default. The Value must exist in the model, or it will be blank.

Steps

The following are examples of UDFs integration with Model. We use cost item 2.1.1 for the examples.

Rule setup using User Defined 12 and 13 fields

  1. In Model, select a model object that represents the cost item. We will use cost item 2.1.1 - Pile 400mm Diameter to identify a tag name and value to use for UDF 12 and 13.

  2. In Estimate, enter the following UDF information for cost item 2.1.1:

    UDF Description
    UDF 12 Estimating Tags
    UDF 13 400mm Diameter

  3. In More Actions > Model Connector, click Send Selected CBS to Model.

  4. In the Success dialog box, click OK. A rule is created in Model > DTO > Selector tab from the data entered in the UDFs.

Rule setup using User Defined 12-15 fields

  1. In Estimate, enter the following information for cost item 2.1.1:

    UDF Description
    UDF 12 Estimating Tags
    UDF 13 400mm Diameter
    UDF 14 Construction Zone
    UDF 15 Area A

  2. Click Send Selected CBS to Model, and then in the Success dialog box click OK. Rules are created in the Selector tab from the data entered in the UDFs.

Rule setup using User Defined 11 field

  1. In Estimate, enter Volume for cost item 2.1.1 in UDF 11.

  2. Select Send Selected CBS to Model, and then in the Success dialog box click OK. The Quantity Type’s UoM is populated in the Action tab from the data entered in UDF 11.