Optional Equipment |
The Optional Equipment tab for projects enables you to display and assign the catalog (defined on the project's template as optional equipment) and non-catalog items requested by the project. Catalog options chosen on an equipment planning project may now include user ID who requested it and a comment.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, requesting user ID, originating location ID, destination location ID, budget year, purchase year, status, and purpose, among other values. You can use the sort button to specify a sort sequence. If you do not specify a sort sequence, the IDs are listed in descending project ID order.
The field in the top section of this tab defines the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. The project description displays to the right of the ID.
The fields in the Catalog options screen group in the bottom section of this tab define the optional equipment requested by the project. The equipment that displays is limited to those defined as optional by the project template. The Project template ID field on the Basic Info tab specifies the project template.
Option requested by the project. Catalog options are options that the project's template defines as optional for the equipment unit.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Subsystem
Subsystem that is optionally part of the equipment unit (or units) in the project.
Property
Attribute assigned to the subsystem.
Description
Description of the subsystem.
Cost
Cost to add this option or subsystem to one equipment unit in the project.
Part ID
Part ID of the subsystem.
Part suffix
Number associated with the part ID, which distinguishes it from other parts with the same part ID. It must be valid for the value you enter in the Part ID field.
Requested by user ID
Identifier of the user who requested the catalog option.
User name
Name of the user associated with the user ID. Display only.
Comment
Text field in which you can enter comments. This field is optional.
The fields in the Non-catalog options screen group enable you to define and display additional optional items for the equipment units requested by the project. Non-catalog options are options that the project's template does not define for the equipment unit.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Description
Description of the option. Free-format area.
Justification
Free-format area for an explanation of why the option is required.
Estimated cost
Cost to add this option or subsystem to one equipment unit in the project.
Part ID
Option's part ID.
Part suffix
Number associated with the part ID, which distinguishes it from other parts with the same part ID. It must be valid for the value you enter in the Part ID field.