Maintaining a Planning Group

The Planning Group Summary contains all of the information recorded for a planning group. 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 summary, navigate to the Planning Group Overview and select Open from the Actions menu on the planning group row. The summary opens on the General tab. You can view or change values in these fields:

• Planning Group Name

• Description

• Unit System

• Spec Book

• Active

• Planning Group Cost Estimate Total

Click in a field and add, change, or delete information as needed. When you are finished, click the Save button. The system displays a message to confirm that your changes were saved.

• Note: You cannot modify a planning group if it is inactive.

To create a new concept and associated cost estimate based on the planning group, select Create Concept from the Actions menu on the component header. 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 for the planning group, click the following tabs:

Cost Estimates	Click this tab to maintain cost estimates associated with the planning group (see Maintaining Cost Estimates for a Planning Group).
Cost Estimate Categories	Click this tab to maintain categories associated with the planning group (see Maintaining Categories for a Planning Group).
Cost Estimate Items	Click this tab to maintain cost estimate items associated with the planning group (see Maintaining Cost Estimate Items for a Planning Group).

Related topics:

Maintaining Planning Group Information

Adding a Planning Group