Construction Work Management Setup

This section lists entities related to contractor management functionality in the order they should be defined.

Level	Entity	Comment
1	Defining Property Units
1	Defining Cost Centers	Capital Account Flag
1	Defining Compatible Unit Categories	Compatible Unit Class (custom lookup)
1	Maintaining Work Locations
2	Defining Equipment Groups
2	Defining Compatible Unit Usages
2	Configuring Resource Type Options	Related Work Management Master Configuration must be configured with a Resource Type for Contractor Service.
2	Defining Overheads	Resource Types needed on overheads are meant for indirect overhead. They are used to create Other Direct Charges to account for the overhead adjustments.
2	Defining Service Classes	Construction or Construction Overhead Used to categorize activity types, identify renewal work, and defaults cost center on construction work activity if populated. Cost Center on Service Class is typically the default Work In Progress (WIP) account.
3	Defining Crew Types
3	Defining Activity Types	Related Financial Master Configuration must be configured with a Reconciliation Distribution Code.
4	Defining Compatible Unit Sets	Prerequisites: CU Class (custom lookup)
4	Maintaining Vendors	Prerequisites: Country, Currency, Location Class (Lookup), Free On Board, Payment Terms, and Capability Type
5	Defining Compatible Units	Prerequisites: Asset Type, CU Condition (lookup), CU Account Usage (lookup), CU ID Type (lookup), Stock Item, and Stock Item Detail. Identifies the materials, labor, and equipment necessary to install or remove assets in relationship to construction work.
6	Defining Contractor Bids	Defines the materials, labor, and equipment necessary to install or remove assets in relationship to construction work.
7	Maintaining Work Designs	Prerequisites: Work Design Type (lookup), Work Design Priority (lookup), Work Design Phase (lookup), Price Type (lookup), Responsibility Party (lookup), and Service Position (lookup)
8	Maintaining Construction Work Orders	Prerequisites: Planner, Criticality (custom lookup), Work Class (custom lookup), Work Category (custom lookup), and Work Priority (custom lookup)
8	Maintaining Construction Work Activities	Prerequisites: Storeroom, Asset, Project, Phase (custom lookup), Crew (as applicable), and Backlog Group (custom lookup)
9	Maintaining Activity Reconciliations

Parent topic

Table Setup Sequence