Evaluate Configuration

Explanation

This activity is used to evaluate the configuration rules defined on the compatible unit template. It is designed to perform automatically based on the characteristic values when the configuration criteria is saved. However, partially paused evaluations can be continued with the right mouse option Evaluate, which is available on the Define Compatible Unit Configuration window. This activity is also supported by an evaluation assistant planned for handling invalid cost associations such as materials and resources.

Prerequisites

Saved configuration criteria must exist.

System Effects

The status of the Configuration criteria will be changed as Evaluated.

Window

Define Compatible Unit Configuration

Related Window Descriptions

Define Compatible Unit Configuration
Evaluation Assistant

Procedure

Evaluate a new configuration criteria.

1. Open Define Compatible Unit Configuration window. This can be opened by performing Create or Copy Configuration options on a Compatible Unit Template structure or a  Compatible Unit, itself. It can also be opened by performing a query on the Define Compatible Unit Configuration window.
2. Define the configuration criteria by entering all characteristic values. 
3. Save the configuration criteria. The configuration obtains status as Configured. Now the configuration starts to evaluate and Evaluation Assistant opens.
4. Use the evaluation assistant step 1 to enter the mandatory information required to create the compatible unit revision.
5. Use the evaluation assistant step 2 to handle invalid task templates, if available.
6. Use the evaluation assistant step 3 to handle invalid resources, if available.
7. Use the evaluation assistant step 4 to handle invalid parts, if available.
8. Use the evaluation step 5 to view the summary. Select Run the evaluation as a background Job option to run the evaluation as a background job.
9. Finish the Evaluation Assistant.

Evaluate an existing configuration criteria.

1. Open Define Compatible Unit Configuration window. This can be opened by performing View Configuration options on a Compatible Unit Template structure. It can also be opened by performing a query on the Define Compatible Unit Configuration window.
2. Select a configuration criteria that is of Configured status.
3. Choose the right mouse option Evaluate. Now the configuration starts to evaluate and Evaluation Assistant opens..
4. Use the evaluation assistant step 1 to enter the mandatory information required to create the compatible unit revision.
5. Use the evaluation assistant step 2 to handle invalid task templates, if available.
6. Use the evaluation assistant step 3 to handle invalid resources, if available.
7. Use the evaluation assistant step 4 to handle invalid parts, if available.
8. Use the evaluation step 5 to view the summary. Select Run the evaluation as a background Job option to run the evaluation as a background job.
9. Finish the Evaluation Assistant.