Conquest provides the Estimate Tool Bar for the Actions Form Costs Tab
Other than Delete and Print, the buttons of the Estimate Tool Bar are used as follows:
• Insert Task
• The Task data fields are as follows:
Field Name |
•Purpose |
• Task Description |
• Record the name of the Task. To add another Task click the Insert Task button again |
• Start Date |
• The Start Date for the Task; defaults to today’s date |
• Duration |
• The Estimated Duration of the Task |
• Estimate Totals |
• Automatically calculated from the Task’s assigned Resources, Estimate values |
• Actual Totals |
• Automatically calculated from the Task’s assigned Resources, Actual values |
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To assign a Resource to a Task, select the Task then select the Insert Resource Assignment button for a resource from the resources list or select Insert Ad-hoc Assignment for a new resource.
•Insert Resource Assignment Insert Adhoc Assignment
•The Assignment data fields are as follows:
Field Name |
•Purpose |
• Resource |
• This is the name of the Resource as selected from the Resource Selector or manually entered |
• UOM |
• Unit Of Measure for the Resource |
• Quantity |
• This is the quantity of this Resource that are to be allocated to the task e.g. 2 X Truck |
• Rate |
• The standard Rate for the Resource |
• Cost Per Use |
• Sum of extra usage Costs for use of the Resource |
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•Copy Estimate Rates to Actual Rates Copy Estimate Rates and Quantities to Actual Rates and Quantities
• For the selected Task, copies the Estimated rates for all Resource, to the Actuals rates. Quantities to be input manually
• For the selected Task, copies all Estimated data for all Resources, to Actuals
• If additional Resources are needed for Actuals they can be added as normal but with only the Actuals section entered
• Move Up Move Down; to move a selected Task up or down in the list of Tasks