Maintaining Planning Group Information

A planning group is a group of cost estimate information that can include categories and items from existing cost estimates. You can use a planning group to create a new conceptual estimate based on the cost estimates, categories, and items included in the planning group.

To access the Planning Group Overview, click the Planning Groups link in the Estimation component.

Each row includes an Actions button and current values in these fields:

• Group Name

• Description

• Spec Book

• Unit System

• Active

To delete a planning group, select Delete from the Actions menu on the planning group row. To reverse the deletion, click the Undo button. When you are finished, click the Save button.

To add a new planning group, select Add from the Actions menu on the component header. The system takes you to the Add Planning Group component. See Adding a Planning Group for more information.

To create a new concept and associated cost estimate based on a planning group, select Create Concept from the Actions menu on the planning group row. The system takes you to the Create Concept from Planning Group component. See Creating a Concept from a Planning Group for more information.

To view or change additional information about a planning group, select Open from the Actions menu on the planning group row. The system takes you to the Planning Group Summary. See Maintaining a Planning Group for more information.

Related topics:

Managing Estimation