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Posted by admin on March 5, 2018March 5, 2018
Created OnMarch 5, 2018
byadmin
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  • Cost Breakdown Structure (CBS)
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Create and Manage a Projects Cost Breakdown Structure (CBS)

Background

The process below describes how to create and manage the Cost Breakdown Structure (CBS) for a project.

Process

1) Select a Project in the project dropdown field.

Click on picture to enlarge

2) Then click Project module item

3) Under Breakdown Structures click Costs (CBS)

Click on picture to enlarge

This will display the Projects Cost Breakdown Structure

Click on picture to enlarge

4) to add, edit and delete tree nodes on the structure, right click the mouse to bring up the context menu.

Click on picture to enlarge

5) The context menu allows the user to expand and collapse the tree, start a root node, add a new sibling (at the same tree level) add a new child (at a level below the current level), and delete nodes. Note if a node with children is deleted, all children are also deleted. A node can be moved to report to a different node by holding down the left mouse button and dragging the node to the new location.

6) When adding or editing a tree node on the CBS the following form will appear.

Click on picture to enlarge

Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the Time Material Equipment module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the My Time Sheet – Weekly menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

Field Explanation
Field Example Input Characters Field Restrictions
Code 5010 Min 1 Max 30 Mandatory Field

Alpha, Numeric and special characters allowed.

No Duplicates Allowed at the same level below nodes parent.

Alternate Code RHS.L5.EL Min 0 Max 10 Non Mandatory Field

Alpha, Numeric and special characters allowed.

Duplicates Allowed.

Title Electrical Installation Min 2 Max 150 Mandatory Field

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Title Short Elec. Inst. Min 2 Max 25 Mandatory Field

Alpha, Numeric and special characters allowed.

System Title L5 | Electrical Installation Min 2 Max 50 Mandatory Field

Alpha, Numeric and special characters allowed.

This is the field displayed in Extrack when assigning a CBS in other forms. It should contain some hierarchy information to make it easy for other users to identify its purpose.

Manager Lucian Parsons Select List Mandatory Field

From Contact Register

Manager reviews / approves data associated with control account ie time sheets.

Account Closed Check Box Check box Used to identify any CBS control account as closed, preventing additional data being associated to it.
Description Level 5 electrical instllation includes all wall sockets and light fittings but excludes airconditioning and communications cables. Min 0 Max 500 Non Mandatory Field

Alpha, Numeric and special characters allowed.

Tags:
  • Breakdown Structure
  • Control Account
  • Cost Code
  • Cost Hierarchy

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