Quantity Tab

The Quantity tab enables users to estimate the percentage of the work and the units of work that crews will be able to complete each month. These values can be distributed evenly throughout the year.

Certain fields on this tab are calculated by the system, including those that track the actual amount of work completed and those that compare planned work versus actual work. These fields are described below:

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

Field Name

Definition

Est %

monthly fields

Estimates the percentage of the task that will be completed each month.

Possible Calculation 1: If the user provides the Est Amount, the system uses the Task Asset Units from the Setup tab to calculate this field. (Est Amount/Task Asset Units)x100 = Est %

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

Est Amount

monthly fields

Estimates the amount of Task Asset Units (Setup tab) that will be completed each month.

Possible Calculation 1: If the user provides the Est %, the system uses the Task Asset Units from the Setup tab to calculate this field. (Est % / 100) x Task Asset Units = Est Amount

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked, the Est Amount fields are locked and calculated as: Est Amount: TOTAL / 12.

Actual Amount

monthly fields

Indicates the amount of the task that actually has been completed. This value is based on the Task Asset Units entered in related work orders.

Note: For this calculation to be accurate, all related 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

Provides an estimate of the percentage of the work that will be completed during the year.

Possible Calculation 1: This field is read-only and is calculated automatically to represent the sum of all the Est % fields.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked, this field can be edited. The user enters the percentage of work to be completed during the year.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked and the Est Amount: TOTAL is populated, the system uses the Task Asset Units from the Setup tab to calculate the value as: (Est Amount: TOTAL / Task Asset Units) x 100 = Est %: TOTAL

Est Amount: TOTAL

Provides an estimate of the amount of the work that will be completed during the year.

Possible Calculation 1: This field is read-only and is calculated automatically to represent the sum of all the Est Amount fields.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked, this field can be edited. The user enters the amount of work to be completed during the year.

Possible Calculation 2: If the Distribute Total Amount Evenly field is checked and the Est %: TOTAL is populated, the system uses the Task Asset Units from the Setup tab to calculate the value as: (Est %: TOTAL / 100) x Task Asset Units = Est Amount: TOTAL

Actual Amount: TOTAL

The sum of all the Actual Amount fields.

Distribute Total Amount Evenly checkbox

When checked, divides the value of the Est %: TOTAL or Est Amount: TOTAL evenly throughout the year. The user will find that the monthly fields are disabled and the TOTAL fields may be edited.

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 as: (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. The calculation is based on the following criteria and formula:

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. The calculation is based on the following criteria and formula:

The system retrieves the Daily Quantity from the Setup tab.
The system adds all Quantity fields for resource records found on the Resource tab. This sum represents 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. The calculation is based on the following criteria and formula:

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. The calculation is based on the following criteria and formula:

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