The Production form is used to enter quantities of work completed and, if desired, apply them to prime contracts, commitments or companies.
Navigation Path: Cost Management > Budgets > Production
Search
Use to search for existing production forms.
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Add
Click to add a new production.
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Header Details
Project: Used to select the project associated with the production form.
Record #: This field will be automatically populated by PMWeb.
Type: Select the type (regular, OT etc.) of work. The options for this field are configured by your Administrator in the Porfolio>Lists>Lists menu.
Production #: This field will be automatically populated by PMWeb.
Status: The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.
Revision: Enter the Revision number.
Date: This field will automatically be populated by PMWeb with the current date.
From: Enter the date the work started.
To: Enter the date the work was completed.
Period: Select the period in which the work took place in.
Options: Select the contract and the commitment associated with the work. The company field will be automatically populated based on the commitment selected. Check the box if you want the costs posted to the cost ledger.
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Save
Click to save the header details of the form.
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Add
Click to add a new line item.
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Line #
This field will be automatically populated by PMWeb.
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Date
Enter the date. The date must fall between the from/to fields entered in the header details.
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Cost Code
Select the Cost Code associated with the line item.
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Description
This field will be automatically populated by PMWeb based on the Cost Code selected. Note: you can also add or modify the description if needed.
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UOM
Select the unit of measure (hours, feet etc.).
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Quantity
Enter the quantity for the line item.
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Rate
Enter the rate (in dollars) of the line item
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Total
This field will be automatically populated by PMWeb based on values entered in the UOM, quantity and rate fields.
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Cumulative Quantity
This field will be automatically populated by PMWeb and is the sum of all Quantity fields from all Production records in the series.
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Contract
This field will be automatically populated by PMWeb based entry made in the options section of the header details.
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Commitment
This field will be automatically populated by PMWeb based entry made in the options section of the header details.
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Company
This field will be automatically populated by PMWeb based entry made in the options section of the header details.
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Finish
Enter details regarding the line item.
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Req. Code
Select the requisition code.
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Done
Click to note the line item is complete. If you check this box this line will not be copied over to the new Production record when you press Create Next.
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Create Next
Press to create a series of Production records that track cumulative quantities. When pressed the Production header information is copied to the new record. All lines in the details grid, except lines marked as “Done”, are copied as well.
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