Using Worklists 

You use worklists to manage data that you access on a regular basis. Examples of such data are material cost estimates, base planning objects, services and internal activities. You can use the worklist to structure the data in such a way that you have speedy access to information that is frequently required.

The worklist consists of containers () in which this information is assembled. You decide which information or data a container holds. You can specify that a container holds all item categories, such as internal activities, material cost estimates and base planning objects (Item category-independent) or certain item categories only (Item category-dependent).

Information in the container of a worklist, such as material cost estimates or base planning objects, can be

• Transferred by drag and drop into the costing structure or the list screen of the unit cost estimate
• Displayed by double-click in the Detail list screen area

You are in the Multilevel Unit Costing screen. You can reach this screen by either of the following menu paths:

• Accounting ® Controlling ® Product Cost Controlling ® Product Cost Planning ® Material Costing ® Cost Estimate Without Quantity Structure ® Edit Multilevel

• Accounting ® Controlling ® Product Cost Controlling ® Product Cost Planning ® Reference and Simulation Costing ® Edit Multilevel.

• Whether the worklist should contain more than one container or only one container with items of a certain category (such as internal activities)
• That only you can access the worklist, or alternatively that all users can access it

3. To add an item to the container of a worklist, position the cursor on the container and choose Select with the right mouse button.

The system offers you the permitted item categories for the container. You can use the search help to insert the data in the container.

4. To delete an item from a container, use the right mouse button to choose Delete item.
5. To display the costing items of a material cost estimate or of a base object cost estimate, double-click on the relevant cost estimate in the worklist.

6. In the Worklist screen area, you can choose the following:

• Convert container to worklist to convert a container to a worklist
• Insert container or Delete container to insert a container into, or delete a container from, a worklist

• Create a name for the new container
• Choose whether all items or only items of a certain category are to be included in the container

• to copy one worklist into another
• to rename the displayed worklist
• to save the dismayed or edited worklist
• to delete the displayed worklist

You can display up to three worklists. To do this, choose Worklist from the list field and confirm the display with .

The worklists are displayed in the form of tab pages. For the heading of the tab page, the name of the worklist and one of the symbols , or is used. By using and with the quick info Move worklist, you can rearrange the tab pages so that, for example, two different worklists are shown next to each other.

After creating a worklist, you can use the data for Multilevel Unit Costing. To insert an existing cost estimate or item from the worklist into the costing structure or list screen of the unit cost estimate, place the cursor on the item in the worklist and use the drag and drop function to move the item.