Disciplines and commodities
Disciplines and commodities master data provides standardized data that can be shared and used across multiple InEight applications. Disciplines in the InEight cloud platform represent the different types of construction work, which can include many things such as architecture, engineering, project management, electrical, and facilities management. Commodities represent the materials, objects or products used in construction work such as concrete, steel beams, and gravel. These disciplines and commodities with their associated attributes data fields are then assigned to a project to help organize and store pertinent information used for filtering and reporting.
Considerations
With the applicable permissions, you can select the icon to add or edit master data disciplines and commodities. Permissions are configured in Roles and permissions > Master data libraries > Disciplines and commodities.
| Permission Name | Description | Level |
|---|---|---|
| View disciplines and commodities | Allows the user to view the list of available disciplines and commodities in master data. | Base user |
| Add disciplines and commodities | Allows the user to create and add disciplines and commodities to master data. | Organization Admin |
| Edit disciplines and commodities | Allows the user to modify existing disciplines and commodities in master data. | Organization Admin |
Disciplines and Commodities master data
Use the tabs to navigate between the Disciplines and Commodities master data pages. By default, the Hide unavailable toggle is set to On, which filters the list to show only the available disciplines or commodities that can be assigned to a project. If you change the Hide unavailable toggle to Off, the pages show a list of all existing disciplines and commodities that were created.
| Field Name | Description |
|---|---|
| Name | Unique identifier of the discipline or commodity. |
| Description | Brief description of the discipline or commodity. |
| Status | Set the status to Available to allow the discipline or commodity to be assigned to projects. If the status is set to Unavailable and the Hide unavailable toggle is On, the discipline or commodity does not show in the list on the master data page. |
The functionality to add and edit a discipline or commodity on these master data pages are the same. To create a new discipline or commodity, click the Add icon. Fill in the necessary fields, and then click Save.
To edit a discipline or commodity, select it from the list, and then click the Edit icon. You can change the status as needed, but the name and description cannot be edited if the discipline or commodity is assigned to a project.
After a discipline or commodity is created in master data it cannot be deleted. You can set the status of the discipline or commodity to Unavailable, which hides it at the project level so it cannot be selected and assigned. However, if a discipline or commodity is already assigned to a project, then the discipline or commodity will still be available in the project.
Assigned attributes
Click the link in the Name column to show a list of the attributes assigned to the item selected. With the applicable permissions, you can add or remove attributes assigned to the selected discipline or commodity.
To add an attribute to the discipline or commodity, click Assign attributes. A dialog box opens and shows a list of the attributes available in master data. Select the attributes that you want to assign to the discipline or commodity, and then click Add.
To remove an attribute associated to the discipline or commodity, select an attribute or attributes, and then click Remove attributes. Removing an attribute only impacts new projects, not existing projects where the project value type is assigned.