Calculate Project Item Rollup Cost/Hours

Explanation

Perform this activity to calculate the rollup cost and hours for a project item in the project product structure. This can be executed either as an Online process or a background job. 

Once you right-click and select the Calculate Cost and Hours menu option, the result will be stored in the Project Rollup field for the project item and all items in the product structure. The components of a standard planned item or a component of a PMRP or DOP item will not have cost or hours stored, as the component cost will not be rolled up to the Standard Rollup cost of their parent. Parent part will store the cost and hours of the complete sub assembly.

Cost and hours for Standard Level and Standard Rollup columns are retrieved according to the hierarchy described in the topic About Project Item Cost and Hours.

The cost and hours will also be updated to the Planned field of the connected activity with the relevant cost element.

Prerequisites

• The project item, with the exception for standard planned parts or parts with supply option PMRP or DOP, must have a structure in the delivery project.
• The currency code to the company's default site (defined in PDMCON_SITE in Product Basic Data/Defaults tab) must exist in the currency rate type used for accounting in project. The project specific currency rate type for accounting is defined in the Project/Currency tab.

It is recommended that you perform cost calculations for inventory parts in IFS/Costing and doe Engineering parts in IFS/PDM before running the cost calculation in the delivery project.

System Effects

• The values are calculated for all levels in the project product structure, starting from the bottom then upwards to the top project item. The calculation updates the Project Rollup cost and hours for all items in the structure.

Calculation Rules

• X1 = Standard Rollup Cost/Hours (from Costing or from PDM adjusted to project currency code)
• X2 = Standard Level Cost/Hours (from Costing or from PDM adjusted to project currency code)
• X3 = Project Level Override Cost/Hours
• X4 = Project Override Cost/Hours

For the bottom level (parts with no sub-parts):

• Project Roll Up cost and hours are updated to the first existing occurrence of X4, X3, X2, X1, 0 (zero).

For all parts with sub-parts:

• IF X4 has value
  Project Roll Up = X4 (i.e. this will ignore all costs/hours on lower levels)
• ELSE
  IF it is a standard planned part or part with supply option PMRP or DOP
  Project Roll Up = first existing occurrence of X3, X2, X1, 0 (zero)
  ELSE
  Project Roll Up = Sum of (Project Roll Up value for the child * quantity of the child) for all sub items on the level below + first existing occurrence of X3, X2, 0 (zero)

Window

Project Item Navigator

Related Window Descriptions

Project Item Navigator/Cost
Project Item Navigator/Hours

Procedure

1. Select the project item for which you want to do a rollup cost and hours calculation.
2. Right-click and then click Calculate Cost and Hours.
3. In the proceeding dialog box you can execute the calculation Online or as a background job by selecting the Run in Background check box accordingly.