Construction Work Management Setup
This section lists entities related to contractor management functionality in the order they should be defined.
|
Level |
Entity |
Comment |
| 1 | ||
| 1 | Defining Cost Centers |
Capital Account Flag |
| 1 | Compatible Unit Class (custom lookup) | |
| 1 | Maintaining Work Location | |
| 2 | Defining Equipment Groups | |
| 2 | Defining Compatible Unit Usages | |
| 2 | Configuring Resource Related 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 or cost adjustments depending on what is defined on the Work Management Master Configuration as well as on the Overhead record. |
| 2 | 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 | ||
| 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 Compatible Unit 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 |