When you perform an Estimate Rename, Summary Basis of Estimates are not renamed. However, individual estimates may be removed from a Summary BOE if they are renamed and no longer fit the criteria that define the Summary BOE. Also, individual estimates may be added to a Summary BOE if the renaming process causes them to fall within the criteria that define the Summary BOE.
In this example, the rename process results in an individual estimate being removed from the Summary BOE. Assume the Summary BOE will include all estimates that meet the following criteria:
WBS ID — 1.1
Resource Department — 1001
EOC — (any value)
Existing Estimates |
||||
WBS ID |
Res Code |
EOC |
Res Dept. |
Overtime |
1.1 |
LAB1 |
L |
1001 |
1.5 |
1.1 |
LAB1 |
L |
1002 |
1.5 |
1.1 |
LAB2 |
L |
1001 |
|
1.1 |
MAT1 |
M |
1001 |
|
Rename Criteria |
||
Field |
Renamed From |
Renamed To |
Resource Code |
LAB2 |
LAB2 |
Resource Department |
1001 |
1002 |
Overtime Factor |
|
|
Estimates Included in the Summary BOE BEFORE Rename |
||||
WBS ID |
Res Code |
EOC |
Res Dept. |
Overtime |
1.1 |
LAB1 |
L |
1001 |
1.5 |
1.1 |
LAB2 |
L |
1001 |
|
1.1 |
MAT1 |
M |
1001 |
|
Estimates Included in the Summary BOE AFTER Rename |
||||
WBS ID |
Res Code |
EOC |
Res Dept. |
Overtime |
1.1 |
LAB1 |
L |
1001 |
1.5 |
1.1 |
MAT1 |
M |
1001 |
|