Progress Statements |
  
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Progress Statements |
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Principle
Clicking the Progress +1 button of the Versions window described in How to Manage the Versions can trigger events that allow you to freeze the estimate when you are awarded the contract, and include the succeeding estimates in a genealogy.
For further automation, clicking the Delete button of the Versions window can trigger events that allow you to roll back the estimate.
For more details, refer to Events Management.
Sample_Call_Off_Contracts is a reference estimate that embeds the macros and the specific columns (it includes no market coefficients).
Principle of shifting instalments:
Reference estimate |
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Estimate (Target) |
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Selling price |
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Selling price Vs–1 |
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Selling price 2 |
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Selling price 1 |
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INVOICING |
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... |
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You can also compute the progress percent.
Specific Columns
In the Fields Manager, create free fields to retain the columns for the frozen estimate and the first progress statement. You can make their visibility depend on what is currently displayed.
For invoicing, QDV7 calculates the differences between the current selling price and the one of the previous progress statement (–1).
NOTE In the sample, the two last progress statements are displayed, but it is not mandatory.
Insert the formula =[QUANTITYPROG1]+[QUANTITY4CURRENT] so that the Quantity column show the cumulative quantity (assigned to the Current progress). The replacement field is QUANTITY4CURRENT. (Refer to How to Create Specific Set of Columns with Custom Behavior- MT/WF) This way it returns the sum of the previous progress statement and the quantity of the current progress statement (which is entered).
In the WBS, insert Invoice as column from expanded WBS with formula,and possibly hidden for the estimate.
Workflow
Pushing an estimate means making the reference estimate fit for IDIQ and Progress Statements.
Progress # |
You |
Event |
The macro |
0 |
click Progress +1 |
On_Before_Push_Estimate |
freezes the estimate |
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accept |
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1 |
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On_After_Push_Estimate |
sets the SP mode to Fixed factors and does not restore factors |
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forces selling prices of Minutes (to show freezing), keeping groups as they are |
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resets all values in the Quantity column and inserts specific columns in the Minutes view |
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click Compute All |
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enter new quantities in Quantity column |
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generate WBS+Min report and select Insert column of expanded WBS>Invoice |
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→ |
click Progress +1 |
On_Before_Push_Progress |
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accept |
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2 |
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On_After_Push_Progress |
resets all values in the Quantity column |
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click Compute All |
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enter new quantities in Quantity column |
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click Compute All |
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generate WBS+Min report and select Insert column of expanded WBS>Invoice |
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click Delete |
On_Before_Delete_Progress |
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select Delete current version & restore previous |
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On_After_Delete_Progress |
deletes current progress statement |
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close & reopen estimate, resume at → |
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Minutes view close-up where you must fill out the Quantity column (QUANTITY4CURRENT) of the set headers or of the articles:
Reset ↓ |
Cumulative Quantity |
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Quantity |
Current progress |
Progress -1 |
Estimate |
x |
→ Σ |
→→ |
x0 |
y |
→ Σ |
→→ |
y0 |
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↑ Delete |
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The Estimate columns contain target quantities and total cost.
Whenever you fill out the Quantity column again, the Progress -1 column populates (and empties on deletion) and the Current progress column accrues the quantities.
The task quantities are fixed.