A Work Breakdown Structure (WBS) provides a means of decomposing a construction project into smaller components that organizes the team's work into manageable sections. In SAMPro, the following records are available for the categorization of time, materials and other expenses of a Job.
This button launches the WBS/Budget import function for construction billing from the Job Budget Entry tab. When launched, it imports a file or reads a database table looking for data that hasn’t been previously imported. When found, if budget information for the job exists, the user will be given the option to replace the existing WBS/Budget information or append the new data to the existing WBS/Budget. If no budget exists, the system will create new Job Cost Codes based on the WBS information provided and create job cost budget entries for the associated costs.
The Job viewer's WBS Import process may need to know which of the specific Cost Codes should be marked as the 'Fee Code'. A registry is used to enable this functionality.
If a budget exists and “append” is selected, the system will create any new Job Cost Codes found in the data and create job cost budget entries for the associated costs.
If a budget exists and “replace” is selected, the system will delete all Job Cost Codes (that don’t have actual costs posted in JC History), delete all existing job budget entries, mark the date closed on any “orphaned” (has actual cost) Job Cost Codes and then create new Job Cost Codes based on the WBS information provided and create job cost budget entries for the associated costs.
The Import will clear the Cost Code's Date Completed when the following conditions are true:
1. Cost Code record already exists in SAMPro.
2. The existing Cost Code record has no budget prior to the import.
When the WBS Import creates a new Cost Code, the defaulting of its Work Type is as follows: Set the Cost Code's Work Type to Field only if both the Skill and Discipline both have Work Types of Field. Otherwise, the Cost Code has its Work Type set to Office.
When creating new Cost Codes, the system will set the Certified PR flag to True whenever the Cost Code work type is set to Field. The WBS Import sets the Cost Category Usage Filter from the Discipline User2 field when creating new Cost Codes.
For new Cost Codes determined to be of type Field:
When the Job's CIP Discount % is not zero, set the Cost Code's CIP Discount flag equal to checked
Set the Cost Code's Certified PR Report flag equal to checked
Set the CIP Discount flag to checked
When the WBS has changed, 'orphaned' Job Cost Codes will have their Date Closed set so then can no longer be used for data entry.
Unique Job Cost Codes Id's defined in the import will specify levels 1-4 of the WBS Structure to ensure data entry consistency. The spreadsheet structure includes a header line. The columns are defined as follows:
Column 1: Cost Code Id
Column 2: Cost Code Name
Column 3: Bld/Floor (Cost Code Level 1)
Column 4: Area (Cost Code Level 2)
Column 5: Discipline
Column 6: Skill
If needed Job Billing Items will also be created during the import using the Standard Schedule of Values. If a Billing Item cannot be determined during the import and a combination is not found in the SoV table, the system will create and set the Billing Item Id to a default value “Unassigned”.
When the Job's Contract Type is Lump Sum, set the Billing Item's Fixed Fee Billing flag equal to True.
When the Job's Contract Type is GMP*, set the Billing Item's Include in GMP flag equal to True.
The Billing Item Ok to Bill, Fixed Fee Billing, and Include in GMP flags will be set based on the Job Contract Type as follows:
Unknown: Ok to Bill = blank, Fixed Fee = blank, GMP = blank
Lump Sum: Ok to Bill = checked, Fixed Fee = checked, GMP = blank
T&M: Ok to Bill = checked, Fixed Fee = blank, GMP = blank
GMP Cost Plus: Ok to Bill = checked, Fixed Fee = blank, GMP = checked
GMP Cost Plus: Ok to Bill = checked, Fixed Fee = blank, GMP = checked
See Job Registry for required WBS settings.
See Job Billing WBS Registries for Job Billing Item settings for the WBS Import.
See Registry WBS (sys-behavior) to Implement Optional Job Cost Burdening by Cost Code (Fab Shop Burden).