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Use

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 (This graphic is explained in the accompanying text) 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

Prerequisites

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

or

Procedure

  1. Choose Worklists on to display the Worklist screen area.
  2. In the screen area Worklist, choose This graphic is explained in the accompanying text to create a worklist.

Enter the name, and specify the following:

  1. To add an item to the container of a worklist, position the cursor on the container and choose Select with the right mouse button.
  2. The system offers you the permitted item categories for the container. You can use the search help to insert the data in the container.

  3. To delete an item from a container, use the right mouse button to choose Delete item.
  4. 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.

If you are displaying material cost estimates without quantity structure and base planning objects, the list screen of the unit cost estimate appears. If you are displaying material cost estimates, the detail screen of the cost estimate appears.

For more information, see Analyzing the Results and Displaying Material Cost Estimates.

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

You can also access these functions using the right mouse button.

If you are inserting a container into the worklist, you must do the following:

Result

You can display up to three worklists. To do this, choose Worklist from the list field and confirm the display with This graphic is explained in the accompanying text.

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 This graphic is explained in the accompanying text, This graphic is explained in the accompanying text or This graphic is explained in the accompanying text is used. By usingThis graphic is explained in the accompanying text and This graphic is explained in the accompanying textwith 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.

Note

If you transfer a material cost estimate, you can decide whether it is to be transferred as the original or as a copy.

Note

This feature is only of limited use for base planning objects. For example, you cannot insert a material cost estimate into a base planning object.

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