Costpoint Online Help

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Materials Estimating Overview

Use Costpoint Materials Estimating to develop and maintain cost estimates for end items and proposed bills of material.

You can establish and maintain proposals and link one or more Proposal Bill of Material (PBOM) to a proposal. Proposals can have multiple revisions associated with them, each revision with a unique set of end items (standard parts, goods, services, and provisional parts) and quantities associated with it. You can load end item lists into a proposal by loading project contract line item number (CLIN) lists or price catalogs from other Costpoint modules. This module also supports the use of provisional parts, which contain part data for new or proposed parts, but are stored outside the main part master.

Note:

Although you can list standard and provisional parts, goods, and services on a proposal, you can include standard and/or provisional parts in a PBOM only as assemblies and components.

PBOMs, which are established and maintained on the Manage Proposal Bills of Material screen, are linked to a single proposal and to proposal revisions. A single part has a different PBOM for every proposal/revision combination in which it is used. You can use Copy Proposal Bills of Material screen to copy PBOMs from existing Engineering BOMs (EBOMs), Manufacturing BOMs (MBOMs), or other PBOMs. If a proposal is accepted, you can copy the PBOM into the EBOM and MBOM tables, and convert provisional parts into standard parts. Link each PBOM to a user-defined work breakdown structure (WBS) code for additional sorting and cost rollup options, and use the Apply Mass Component Changes to Proposal BOMs process to replace or delete component parts for PBOMs.

The Compute Proposal Item Costs process calculates and reports PBOM and proposal costs. It looks up PO, MO, and quote history for individual parts in the PBOM, and rolls up PBOM lines to determine costs at the PBOM end item and proposal levels. It can also roll up and report lead time information. Maintain costs manually on the Manage Proposal BOM Cost Estimates - Indented or Summarized screens.

If you need additional cost information, use the Select Request for Quotes from Proposals and Create Request for Quotes for Proposals screens to generate requests for quotes (RFQs) to one or more vendors for one or more proposal items. Enter the results of the RFQs into the system as vendor quotes, and they are linked back to the appropriate proposal item when costs are recalculated.

Note:

Each proposal, PBOM, and cost source is linked to a specific company ID. Cost information displays in both transaction and functional currency amounts.

As in Costpoint Bills of Material, if you selected the Separate Items By Company check box in the Corporate Settings block of the Configure Product Definition Settings screen, new items are automatically linked to the company of the user that enters the items, and only items linked to that company can be used in a proposal or PBOM. Users logged into other companies cannot use these items in proposals or PBOMs. Provisional parts are always available to all companies, regardless of the Separate Items By Company check box setting.

You can also have multiple bills of material records that are linked to different companies with the same assembly part (and revisions, if the Allow Multiple Revisions for Each Item check box is also selected in the Corporate Settings block).