Creating a Concept from a Planning Group

You can use a planning group as the basis for creating a new concept and an associated cost estimate. When you create a conceptual cost estimate from a planning group, the system copies any items, categories, and cost estimates associated with the planning group to the new concept and cost estimate.

Note: Depending on the setting for the Prohibit Planning Group Modifications Upon Concept Creation agency option, the planning group might become inactive after it is used to create a conceptual cost estimate.

You can access the Create Concept from Planning Group component by navigating to the Planning Group Overview and selecting Create Concept from the Actions menu on the planning group row, or by navigating to the Planning Group Summary and selecting Create Concept from the Actions menu on the component header.

You can view or enter values in these fields:

Click in a field and enter information as needed. To save the new concept and cost estimate, you must enter values in the Cost Estimate Name, Concept ID, and Concept Description fields.

When you are finished, click the Save button. The system displays the new concept on the Concept Summary. The new associated cost estimate is listed on the Cost Estimates tab, and any items, categories, and cost estimates associated with the planning group are included in the new cost estimate.