Quantity Tab

The Quantity tab allows users to enter the estimated percentage of work and units of work that the crews will be able to complete each month. These values can be distributed evenly throughout the year. In addition, this tab contains several fields calculated by the system that track the actual amount of work completed and the comparison of planned work versus actual work. The fields in this tab are described below:

Note: Many of the calculations in this tab are dependant on the items in the Setup and Resources tabs. To obtain accurate results the related fields on those tabs must be fill out first.

Field Name

Definition

Est %

monthly fields

These fields provide a way to enter an estimate of what percentage of the task will be completed each month.

Possible Calculation 1: If the Est Amount is populated the system takes the Task Asset Units from the Setup tab and calculates this based on (Est Amount/Task Asset Units)x100.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked these fields are locked and are automatically calculated based on Est %: TOTAL / 12.

Est Amount

monthly fields

These fields provide a way to enter an estimate of how many Task Asset Units (Setup tab) of work will be completed each month.

Possible Calculation 1: If the Est % is populated the system takes the Task Asset Units from the Setup tab and calculates this based on (Est %/100) x Task Asset Units.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked these fields are locked and are automatically calculated based on Est Amount: TOTAL / 12.

Actual Amount

monthly fields

The Actual Amount fields are automatically populated based on the Task Asset Units entered in the actual work orders.

Note: The work orders must have the same Department as the task, the Start and End Dates must fall within the same fiscal year as the planning task, and the planning task must be added to the work orders' Task grid.

Est %:TOTAL

The percent of the work that is estimated to be done during the year.

Possible Calculation 1: This is read only and is automatically calculated based on the sum of all the Est % fields.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked this is editable and the user enters the % of work to be done during the year.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked and the Est Amount: TOTAL is populated the system takes the Task Asset Units from the Setup tab and calculates this based on (Est Amount: TOTAL/Task Asset Units) x 100.

Est Amount: TOTAL

The amount of the work that is estimated to be done during the year.

Possible Calculation 1: This is read only and is automatically calculated based on the sum of all the Est Amount fields.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked this is editable and the user enters the amount of units of work to be done during the year.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked and the Est %: TOTAL is populated the system takes the Task Asset Units from the Setup tab and calculates this based on (Est %: TOTAL/100) x Task Asset Units.

Actual Amount: TOTAL

The sum of all the Actual Amount fields.

Distribute Total Amount Evenly checkbox

If the Distribute Total Amount Evenly checkbox is marked, the monthly fields are grayed out and the TOTAL fields become editable. Whatever information is entered into the TOTAL fields will be distributed evenly over the monthly fields.

Note: In order for the work load to be evenly distributed a value must be entered in either the Est %: TOTAL or Est Amount: TOTAL field.

% Quantity YTD vs Planned

The percentage of planned work completed so far. Calculated based on (Actual Amount: TOTAL / Est Amount: TOTAL) x 100.

Units/Labor Hour Planned

left field

The first field represents the number of units of the task that are estimated to be accomplished per hour of work. Calculated based on:

The system retrieves the Daily Quantity from the Setup tab.
The system sums up all the Quantity fields for resource records found on the Resource tab. This is the Total Labor Hours per Day.
Est Amount: TOTAL / [(Est Amount:TOTAL/Daily Quantity) * (Total Labor Hours per Day)]

Units/Labor Hour Actual

right field

The second field represents the number of units of the task accomplished per an hour of work. Calculated based on

The system retrieves the Daily Quantity from the Setup tab.
The system sums up all the Quantity fields for resource records found on the Resource tab. This is the Total Labor Hours per Day.
Actual Amount: TOTAL / [(Actual Amount:TOTAL/Daily Quantity) * (Total Labor Hours per Day)]

Unit Cost Planned and Actual

left field

The first field represents the estimated cost per unit of work planned. Calculated based on:

The system retrieves the Est Cost: TOTAL from the Cost tab.
The system retrieves the Est Amount: TOTAL from the Quantity tab.
Est Cost:TOTAL / Est Amount: TOTAL

Unit Cost Actual

right field

The second field represents the actual cost per a unit of accomplished work. Calculated based on:

The system retrieves the Actual Cost: TOTAL from the Cost tab.
The system retrieves the Actual Amount: TOTAL from the Quantity tab.

Actual Cost:TOTAL / Actual Amount: TOTAL