Define Estimate Item Type

Explanation

This activity is used to define and maintain basic data for estimate item type. It is possible to create own item types and connect them to a predefined reference item type. A reference item type determines how an item influences the work scope and the cost build-up of the estimate. Purpose with the reference item type is to provide the option to group costs for the items within the tree structure in a more accurate way than just the reference item types. The estimate item type is used on the item header.

Prerequisites

N/A

System Effects

As a result of this activity, a customer defined estimate item type is defined in the system and can be used on the item header.

Window

Estimate Item Types

Related Window Descriptions

Estimate Item Types

Procedure

  1. Open the Estimate Item Type window.
  2. Create a new record.
  3. Enter the item type code. Can use a maximum of 10 alphanumeric characters. Note that the ID cannot be changed after saving the record.
  4. Enter a description of the estimate item type.
  5. Optional is also to connect an estimate type.

Note: If an estimate item type is connected it has an impact on the selection of item types when creating a new item header. An item type with an estimate type connected appears only in the list of value if the estimate type is defined in the General tab.

  1. If needed you can add notes and comments for internal reference only. A note can be used as a means of forwarding information to someone who will process the object later.
  2. Save your record.