Code Set – Calculation Hierarchy
Genesis edition only.
Codes can be allocated to almost any level of a project, including on a Resource, Direct or Overhead Cost Schedule item, or Cost Estimate line. A strict hierarchy is used when calculating the values of codes in a Code Set.
Codes are calculated in the following order:
- Codes allocated at the Base Resource level are applied to all occurrences of that resource in the project, irrespective of how it otherwise is allocated.
- Codes allocated to a Group Resource are applied to all lines in the group resource unless individual Group Resource Cost Estimate lines have been allocated other cost codes.
- Codes allocated to a Cost Schedule Cost Estimate line are applied to the resource on that line and will override any cost codes allocated to that Schedule Item as a whole.
- Codes allocated to a Direct Cost or Overhead Cost Schedule item are applied to all resources contained in that item unless individual Cost Estimate lines have been allocated their own cost codes.
- Any resource which has a usage but has not been coded is allocated to the code Misallocation.
This code is created automatically during a calculation and cannot be removed from a Code Set.
Note: If a Group Resource is used within the Cost Estimate of another Group Resource, the code allocated to the ‘contained’ Group Resource will take precedence over the Code assigned to the Group Resource Cost Estimate line.