Maintaining a Concept

The Concept Summary contains all the information currently recorded for the concept. To access the summary, click the Concepts link in the Estimation component, locate the row for the concept, and then click the Concept ID link or select Open from the Actions menu on the concept row. The component opens on the General tab, which allows you to view or change the following information:

Click in a field and add, change, or delete information as required. 

When you are finished making changes, click the Save button to apply your changes to the system (including deleted information). The system displays a message to confirm that your changes were saved in the database.

To create a new concept and an associated cost estimate by copying information from a snapshot, select Copy Concept Snapshot from the Actions menu on the component header. For more information, see Creating a Concept from a Snapshot.

To export the cost estimates associated with this concept, select Export Concept Cost Estimates from the Actions menu on the component header. For more information, see Exporting Cost Estimates.

To transition a concept to a new project, select Transition to New Project from the Actions menu on the concept row. For more information, see Transitioning a Concept to a New Project.

To transition a concept to an existing project, select Transition to Existing Project from the Actions menu on the concept row. For more information, see Transitioning a Concept to an Existing Project.

To change the spec book of the concept and its associated cost estimates, select Update Concept Spec Book from the Actions menu on the component header. For more information, see Updating a Concept Spec Book.

To maintain additional information for the concept, click the following tabs:

Locations

Click this tab to view or maintain locations for the concept (see Maintaining Concept Locations).

Cost Estimates

Click this tab to access cost estimates for the concept (see Maintaining Cost Estimates for a Concept).

Related topics:

Working with Conceptual Estimates

 

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