Economic Planning Help 63

Economic Planning 6.3.
Contents 1 2 Use of Application......................................................................................................... 4 Data menu .................................................................................................................... 7 2.1 General concepts.................................................................................................. 7 2.1.1 Currencies................................................................................................. 7 2.1.2 Divisions.................................................................................................... 8 2.1.3 Areas......................................................................................................... 9 2.1.4 Branch....................................................................................................... 9 2.1.5 Projects ..................................................................................................... 9 2.2 Legal data (P-1A or P-1B)..................................................................................... 9 2.2.1 In government client................................................................................ 11 2.2.2 In private client ........................................................................................ 12 2.2.3 Sales ....................................................................................................... 14 2.3 Reports ............................................................................................................... 15 2.3.1 Reports.................................................................................................... 15 2.3.2 Internal centre reports ............................................................................. 15 2.4 Utilities ................................................................................................................ 17 2.4.1 Production justification ............................................................................ 17 2.4.2 Logo selection ......................................................................................... 18 2.4.3 SMA: Activities measurement monitoring ............................................... 18 2.4.4 Search for units ....................................................................................... 19 2.4.5 Choice of currency for listings ................................................................. 20 2.4.6 P-11 in monetary units ............................................................................ 21 2.5 Copies management........................................................................................... 21 2.5.1 Copy projects with another code ............................................................. 22 2.5.2 Copy active job........................................................................................ 23 2.5.3 Job copy for integration........................................................................... 23 2.5.4 Restore job.............................................................................................. 23 2.5.5 General copy........................................................................................... 24 2.5.6 Restore general copy .............................................................................. 25 2.6 Compact database.............................................................................................. 25 2.7 Exit ...................................................................................................................... 26 Analysis menu ............................................................................................................ 26 3.1 Analysis (P-0)...................................................................................................... 26 3.1.1 Project analysis ....................................................................................... 27 3.1.2 Tender analysis ....................................................................................... 27 3.1.3 Analysis of other documents ................................................................... 28 3.1.4 Consequences and timetable.................................................................. 29 Initial Planning ............................................................................................................ 30 4.1 Production (P-2).................................................................................................. 30 4.1.1 Ordinary production................................................................................. 30 4.1.2 Production by revision ............................................................................. 33 4.2 Production totals (P-3) ........................................................................................ 33 4.3 Files (P-4) ........................................................................................................... 34 4.4 Direct costs (P-6) ................................................................................................ 35 4.5 Summary of direct cost (P-7) .............................................................................. 40 4.6 Indirect cost (P-8 and P-9) .................................................................................. 40 4.6.1 Indirect personnel (P-8)........................................................................... 40 4.6.2 Indirect machinery (P-8) .......................................................................... 41 4.6.3 Miscellaneous costs (P-8) ....................................................................... 42 4.6.4 Cost of general installations (P-9) ........................................................... 42 4.7 Distribution of indirect cost (P-8D and P-9D) ...................................................... 42
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4.7.1 Distribution of personnel, machinery and miscellaneous costs (P-8D) ... 42 4.7.2 Distribution of general installations (P-9D) .............................................. 43 4.8 Other indirect costs (P-10) .................................................................................. 43 4.9 Structure costs (P-10) ......................................................................................... 43 4.10 Total summary (P-11) ......................................................................................... 43 4.11 Objectives (P-12) ................................................................................................ 44 4.11.1 Objectives included (P-12) ...................................................................... 44 4.11.2 Objectives not included (P-12) ................................................................ 45 4.12 Time distribution (P-13)....................................................................................... 45 4.13 P2-P6 coherence ................................................................................................ 47 4.14 SIE data (DACT2) ............................................................................................... 47 4.15 Open Monitoring ................................................................................................. 48 Monitoring menu ......................................................................................................... 48 5.1 Production........................................................................................................... 49 5.1.1 Production by units (Produp)................................................................... 49 5.1.2 Production by chapters (Procap)............................................................. 51 5.1.3 Production by revision ............................................................................. 51 5.1.4. Firm/in progress distribution .................................................................... 51 5.1.5 Production summary (RESPROD) .......................................................... 52 5.2 Forecast costs (S2 and S2D).............................................................................. 52 5.3 Real data (S3)..................................................................................................... 52 5.4 Planeco data (DMES1) ....................................................................................... 53 5.5 SIE data (DMES2) .............................................................................................. 53 5.6 New Monitoring ................................................................................................... 53 5.7 Open revision...................................................................................................... 54 Review menu .............................................................................................................. 55 6.1 Production (P-2).................................................................................................. 55 6.1.1 Ordinary production (P-2)........................................................................ 55 6.1.2 Production by revision ............................................................................. 59 6.2 Production totals (P-3) ........................................................................................ 59 6.3 Files (P-4) ........................................................................................................... 61 6.4 Direct costs (P-6) ................................................................................................ 62 6.5 Summary of direct cost (P-7) .............................................................................. 68 6.6 Indirect cost (P-8 and P-9) .................................................................................. 69 6.6.1 Indirect personnel (P-8)........................................................................... 70 6.6.2 Indirect machinery (P-8) .......................................................................... 71 6.6.3 Miscellaneous costs (P-8) ....................................................................... 73 6.6.4 Cost of general installations (P-9) ........................................................... 74 6.7 Distribution of indirect cost (P-8D and P-9D) ...................................................... 76 6.7.1 Distribution of personnel, machinery and miscellaneous costs (P-8D) ... 76 6.7.2 Distribution of general installations (P-9D) .............................................. 76 6.8 Other indirect costs (P-10) .................................................................................. 77 6.9 Structure costs (P-10) ......................................................................................... 79 6.10 Total summary (P-11) ......................................................................................... 79 6.11 Objectives (P-12) ................................................................................................ 82 6.11.1 Objectives included (P-12) ...................................................................... 82 6.11.2 Objectives not included (P-12) ................................................................ 83 6.12 Time distribution (P-13)....................................................................................... 83 6.13 SIE data (DACT2) ............................................................................................... 85 6.14 Open Monitoring ................................................................................................. 86 Integration menu......................................................................................................... 86 7.1 Integration ........................................................................................................... 86 7.2 Ranges................................................................................................................ 87
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7.3 7.4 7.5 7.6 7.7 7.8 7.9 Relationship with SIE .......................................................................................... 88 Integration management ..................................................................................... 89 Objectives editor ................................................................................................. 91 Exchange rates table .......................................................................................... 91 Total summary (P-11) ......................................................................................... 92 Time distribution (P-13)....................................................................................... 93 Integration listings ............................................................................................... 94 7.9.1 Projects listings ....................................................................................... 94 7.9.2 Summary listings ..................................................................................... 95 7.10 Change of job code............................................................................................. 98 7.11 Planeco data (DACT1)........................................................................................ 98 7.12 Management of integration copies...................................................................... 99 7.12.1 Copy Range data .................................................................................... 99 7.12.2 Restore Range data .............................................................................. 100 Continuous revision menu ........................................................................................ 101 8.1 Continuous revision .......................................................................................... 101 8.2 Go to ................................................................................................................. 102 8.3 Delete RC ........................................................................................................... 103 8.4 Transfer data from RC to RO.............................................................................. 103 8.5 Transfer data from RO to RC ............................................................................ 105 Types of planning ..................................................................................................... 106 9.1 Projects awaiting planning ................................................................................ 106 9.2 Resumed projects ............................................................................................. 107 9.3 Finished projects............................................................................................... 109 9.4 Closed projects ................................................................................................. 111 9.5 Merger of projects ............................................................................................. 111 Miscellaneous ........................................................................................................... 114 10.1 RVP listings....................................................................................................... 114 10.2 Conversion of back-up copies........................................................................... 114 10.3 Installation on a local network........................................................................... 115 10.4 Recovery of budgets ......................................................................................... 115 10.4.1 FIEBDC format ...................................................................................... 116 10.4.2 FCC format............................................................................................ 117 Certification menu..................................................................................................... 118 11.1 Open certification .............................................................................................. 118 11.2 Legal data for certification................................................................................. 119 11.3 Measurement of budgetary units ...................................................................... 120 11.4 Certification reports........................................................................................... 121 11.5 Exporting of certification data............................................................................ 123 Broken down prices menu ........................................................................................ 123 12.1 Broken down prices .......................................................................................... 124 12.2 Suppliers ........................................................................................................... 124 12.3 Elemental prices ............................................................................................... 126 12.4 Elemental prices/budgetary units...................................................................... 127 12.5 Importing prices from another job ..................................................................... 127 12.5.1 Suppliers.txt .......................................................................................... 128 12.5.2 Prices.txt ............................................................................................... 128 12.5.3 Breakdowns.txt...................................................................................... 129 12.6 Retrieval of stored data..................................................................................... 130 12.7 Listings of broken down prices.......................................................................... 130 Help menu ................................................................................................................ 132 13.1 Help................................................................................................................... 132
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Use of Application
Enter the application by double-clicking on the Planeco icon to open its main menu.
The icons in general use are:
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Add (Alt + N):
Add data.
Change (Alt + M):
Change and add data.
Delete (Alt + B): left of each row.
Delete selected data by clicking on the button to the
Print (Alt + I): Print the relevant list or graphic.
Accept (Alt + A):
Accept the last row of data.
Cancel (Alt + C):
Cancel the last row of data.
Exit: (Alt + S): Exit the main menu.
Help (Alt + Y): For on-screen help. There are also icons for searching and accessing the data help screen (spectacles) and for choosing from among various data options (arrow). The keys in brackets are keyboard functions equivalent to clicking each general use icon. The application has two types of screens: With fixed data These screens contain a permanent data structure with a fixed format that allows the data in each field to be edited (e.g., in P-1) and displays some of their properties in a button next to each item (e.g., P-0 or joint lists). With variable data These are the more commonly-used screens in the application and are similar in design to a spreadsheet. When a new record is entered, a new row is created that is added to the existing information and is saved when the user moves to another row (with the Accept button, using the keyboard arrow keys, with the mouse or by pressing Return to accept when in the last edit field). The top of each screen shows the title (chapters, activities, etc) with a data status line underneath, always showing the descriptions on the screen while the other items are being edited. The lower part shows the summaries for each general item (chapters, subchapters, activities, etc). The screen icons, both those of general use and those that are specific to each program option, are underneath this.
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In both types of screens, the fields shown in white can be edited. The fields in blue are the results of operations or data that have been entered already and therefore cannot be edited. The top of the editable rows contains the field titles. Windows whose data do not fit onto one screen have horizontal and vertical scroll bars. The Return or the Tab key is used to move from one field to another when entering data. Recorded data may be changed with the Change icon, placing the cursor in the relevant field and entering the new data. The Windows clipboard may also be used; to copy, select the relevant group of data and press Control + Insert; to paste, press Shift + Insert. As a general rule, all the amounts shown on the screens are in euros unless otherwise indicated on the screen itself. Amounts in euros are shown without decimals, those in thousands, without decimals, and millions with one decimal. Dates are entered with four digits for the year. In all variable size reports, the convention is used of not listing those items with data at zero in order to facilitate their understanding (e.g., P-3, S-2, etc). For both listings and the handling of some data (chapters, activities, units), selectors are used that a similar to those of other programs: =, >=, <=, ><. The user can move through a listing on the screen a page at a time by clicking on the First, Previous, Next and Last icons, zoom with the Next icon, move around the screen using the vertical scroll bar, print by clicking on the relevant icon and leave the screen by clicking on the Close icon. The applications main menu, the screens and the joint listings function interactively with both types of planning (live, summary, awaiting planning, finished) and in the planning phase (initial, Monitoring, revision, integration, continuous revision).
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Data menu
2.1 General concepts

2.1.1 Currencies
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This allows the working currencies to be defined, both for projects and integration. By default, a table appears with some of the most commonly-used currencies in international building as well as the euro. 2.1.2 Divisions
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This option opens the divisions maintenance screen in which clicking on the Change button allows divisions to be created or changed. Once the data have been entered, click on the Validate icon. 2.1.3 Areas
Clicking on this option opens the areas maintenance screen that allows areas data to be updated by clicking on the Change Icon and entering the changes for code, name and names of area and technical directors Once the data have been entered, click on the Validate icon. 2.1.4 Branch
Clicking on this option opens the branches maintenance screen that allows the branches and companies data to be updated; clicking on the Change Icon allows new branches to be entered and existing ones to be changed. Once the changes are complete, click on the Validate icon. 2.1.5 Projects
Provides access to the screen for updating projects saved in the computer. The screen shows all of the projects under way (excluding integration Ranges) with their data: SIE code, name of job, type of planning (complete, summary, awaiting planning, finished), phase (initial planning, revision, Monitoring or without legal data), phase date and name of the site manager. When no job has been created, it may be entered directly in the job screen and a job must be created in order to continue. When projects have already been created, on entering the application the last active job in the previous work session is shown.
2.2 Legal data (P-1A or P-1B)

This option allows all the general dates and legal data and planning type to be entered or updated for a job. On entering this option, a screen is shown in which the jobs client code is entered, previously defined in the SIE. Encoding determines whether the client is government or private. In both cases, the data to be entered are: The company that holds the contract. Whether the job is a temporary joint venture. The percentage of VAT to be applied in certificates (numeric, with one decimal). This may be unique for the entire job or different by chapters of (unique, S or N). If a VAT rate of zero is defined, the system requests confirmation on exiting the screen.
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Percentage of general costs and industrial profit for the adjudicated project (numeric). Adjudication coefficient: the one used for adjudicating a work, with eight decimals. It may be unique for the entire project or may differ for various of its chapters (unique, S or N). Pass K: calculated by the program using the above data: adjudication coefficient x (1 + % general costs/100). This coefficient converts the projects material undertaking prices into unit production prices (without VAT). It may be unique for the entire job or may differ for various of its chapters (unique pass K (S or N)). Percentage cash retention: numeric, from 1 to 99 with one decimal; applied to certification. % prices revision allowance: numeric, from 1 to 99; shows the percentage of the job not subjected to price revision. Price revision formula code: numeric, from 1 to 48. Clicking on help shows a screen for choosing the revision formulae for the job, based on the official ones. Job type: open, closed or merger. Open projects may have closed chapters (with all their units closed). All chapters in closed projects are closed. Planning type: complete, summarised, finished or awaiting planning. Nature of job. Broken down into three sections: type, job group and sub-group. Dates: contractual start, initial planning, forecast end and contractual end. The period in months is calculated from the difference between the contractual end and start dates. The initial planning date may be any date. The dates for revisions may only be calendar quarters (January, May and September). The forecast job end date is retrieved monthly from the technical planning Monitoring (Plantec) when carrying out the DMES1 (see SIE data: DMES1). Budgets (without VAT): for tendering and adjudication, which are re-calculated automatically, one from the other, using the projects adjudication coefficient. Current: initially, take the adjudication budget. When the P-4 files are edited, it is calculated as the sum of the financially approved files (situation key 5). If the job is a temporary joint venture, the icon for defining the percentage participation (to four decimals) in the temporary joint venture is enabled and the jobs SIE code is defined as 100% of the temporary joint venture (for movements between SIE and financial planning). In internal temporary joint ventures, the temporary joint venture percentage is defined as the percentage participations of the divisions in the job. Area companies are also defined as temporary joint ventures even when the participation is 100% (e.g., FAA SA and FCC CO).
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As well as these data, the following are also edited, depending on the client type:
2.2.1
In government client
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Job data: official name, government department, technical management, official key.
Dates: definitive adjudication and contract. P29-1A.pdf 2.2.2 In private client
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Client: date on which contract was signed. Contractual conditions: method of payment, penalties, retentions, bonds. Client risk revision: date and comments. This option shows whether the risk of the client has been checked for the job.
All the data in this screen, including the K and coefficients numeric data, may be changed at any stage of planning, automatically re-calculating and changing the jobs data. p29-1B.pdf The client and client type may also be changed. A message appears requesting confirmation and all common data are always preserved.
Data on currencies. This allows the currency being used for the job to be defined from the currencies table in data - currencies.
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2.2.3
Sales
If a division has projects being undertaken for other projects, the projects are defined with the sale job option. This is for consolidating data in integrations, preventing the duplication of productions, certificates and receipts. The data to be consolidated can be defined by clicking on the relevant icon, in the P13, in thousands of euros (in production, certificates and receipts) and the consolidation level (branch, area or division) and the code of the job to be consolidated with the origin job. These data do not affect the job itself, which may be any of the existing types. In different types of integrations, and depending on the consolidation level set, the consolidated data do not appear in the immediately lower level but do appear in all the higher ones. The consolidation will affect the B, D and E lists, appearing in the branches for the consolidated job, headed with Consolidation adjustment. The data shown in the consolidation will be those for each job that consolidates data for other projects.
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2.3 Reports
2.3.1 Reports
Clicking on this option opens the joint lists generation screen. By default, all lists for the current phase and job type are marked. For external temporary joint ventures, the P11 and P13 for the FCC part are listed. Select all and Unselect all options are provided for quickly selecting the reports to be printed. Reports may also be selected individually or in groups by clicking on the button to the left of each list. After selection, clicking on the Print icon prints all the selected reports. Clicking on the PDF format icon saves the lists in PDF format in the PDF sub-directory in the Planeco32 directory. 2.3.2 Internal centre reports
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Clicking on this option opens the internal centre lists screen for current projects for external temporary joint ventures. By default, all the internal centre lists are marked (indirect costs, other indirect costs and structure costs). Select all and Unselect all options are provided for quickly selecting the reports to be printed. Reports may also be selected individually or in groups by clicking on the button to the left of each list. After selection, clicking on the Print icon prints all the selected reports. Clicking on the PDF format icon saves the lists in PDF format in the PDF sub-directory in the Planeco32 directory.
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2.4 Utilities
2.4.1
Production justification
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This provides a detailed justification of production by budgetary units for the projects in the computer. Choosing this option opens a screen with all projects marked. Projects for which production justification is required may be marked and unmarked by clicking on the button to the left. Accepting the current operation displays a unit selector (diskette or hard disk). This option is used to retrieve the annual production justification for branches projects; it is therefore used at the end of each financial year. 2.4.2 Logo selection
This option opens a screen for displaying and selecting the logo of the company or temporary joint venture for use in reports. By default, the FCC Construccin, logo is selected. This option is therefore only needed for projects for other companies and temporary joint ventures. 2.4.3 SMA: Activities measurement monitoring
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This option lists a unit breakdown of the measurement of activities. When chosen, it displays a selector for choosing the activities to be listed, and whether the list is required on the screen or the printer. The list shows all the measurements of the budgetary units in the activity, both those pending in the last revision and those for the current monitoring as well as the pending measurement of the budgetary unit in the planned total budget (P-2 pending measurement). The associated report is the following: Crystal Reports - SMA_RPT.pdf 2.4.4 Search for units
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This auxiliary option is used to quickly discover the activities in which a specific budgetary unit is included. The information is retrieved by entering the code for the relevant budgetary unit with the cc.ss.ced; the screen shows all the activities in which this budgetary unit is included and the units origin and pending measurements for the activities in which it is included. 2.4.5 Choice of currency for listings
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This option allows the currency used in printing listings to be chosen. The exchange rate for converting the job currency to the listing currency must be entered. 2.4.6 P-11 in monetary units
Provides the P-11 listing in monetary units on the screen or printer. As relevant, it also allows the choice of a listing for the complete job or for the temporary joint ventures participation percentage. The associated reports are the following: Crystal Reports - P29-11um_RPT.pdf Crystal Reports - P29-11um_RPTUTE.pdf
2.5 Copies management
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2.5.1
Copy projects with another code
This option allows the copying of an active job with another code; the user can choose whether or not the continuous revision is included. Once the new code has been entered and the continuous revision option chosen, clicking on the Validate icon makes the copy.
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2.5.2 Copy active job
This option makes a back-up copy of the active job. Clicking on the option opens a dialogue box for choosing the unit to which the back-up copy is to be made (hard disk, diskette, etc). Clicking on the Validate icon makes the copy. This copy is specific to the job. It includes the continuous revision if one exists and does not allow integration to be carried out. 2.5.3 Job copy for integration
This option makes a copy for integration, as long as the job is fully coherent. Clicking on this option opens the projects data integration copy screen and allows the unit to which the copy is to be made (hard disk, diskette, etc) to be chosen. Clicking on the Validate icon makes the copy. Because this copy is for external use, it does not include the continuous revision, if one exists. 2.5.4 Restore job
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This option restores the back-up copy of a job, replacing the data for that job in the computer with those in the back-up copy. Clicking on this option opens the job data restoration screen, allowing the unit and file to be restored to be chosen. Once the file has been selected, clicking on Accept starts the restoration process. 2.5.5 General copy
This option makes a back-up copy of all the projects in the machine. Clicking on this option opens the back-up copies screen that allows the unit to which the copy is to be made (hard disk, diskette, etc) to be chosen. Clicking on Accept starts the copy process.
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2.5.6 Restore general copy
This option restores a back-up copy of all projects. Running it replaces the data for all the projects in the machine with those in the back-up copy. Clicking on this option opens the back-up copies restoration screen, allowing the unit to be chosen. Once the unit has been chosen, clicking on Accept starts the restoration process.
2.6 Compact database
This option carries out the same process as the equivalent ones in database programs, that is, it reduces and optimises the space occupied by the Planeco database after creating projects, changing data, deleting projects, etc.
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2.7 Exit
Clicking on this option closes the application.
Analysis menu
3.1 Analysis (P-0)

This option need only be used in those projects which, because of client or contract requirements, must start their undertaking without planning having been completed. In order to have available information before the start of the job, it is necessary to fill in the data on form P-0, in the following four screens.
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3.1.1
Project analysis
This screen allows the entry of project and contract documents: report, appendices, plans, conditions document, measurements - totally or partially - prices table, partial budgets, and general budget. Clicking on the button next to each item shows whether the document referred to has been analysed or not in this preliminary phase of the job. There is also a section that allows comments to be added. The relevant icon is used to move to the following option. 3.1.2 Tender analysis
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This screen is used for the entry of financial data. Study hypothesis: risks of the job, taking into account the study that served as the basis for the tender, broken down into production risks and cost risks. The total risk will be the sum of the two. Hypotheses admitted: these are those hypothesis in the study (risks) that are considered as valid at the time the analysis is made. New hypotheses: this is the initial forecast of new risks (in production, in cost and in result, as the sum of both) assumed when the job starts as well as the hypotheses admitted in the study of the tender. The data from the study of the tender, the revised value and the risk are then entered, broken down into production (total job) and cost (direct cost, indirect cost, other indirect costs and structure costs). The justification of all these data must be kept apart, as indicated on the form. The risks column is a breakdown of the upper rows so that the total risks of production and costs must be equal, respectively, to the sum of the risks for production and cost of the admitted hypothesis and of the new hypotheses. The relevant icon is used to move to the following option. 3.1.3 Analysis of other documents
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On entering this screen, the rest of the contractual documentation analysed can be entered: administrative clauses document, contract and others. The relevant icon is used to move to the following option. 3.1.4 Consequences and timetable
This screen is used to enter the forecast date for sending the planning. If an affirmative response is given to the question regarding starting the job before this date, an icon is enabled that allows the editing of those activities to be carried out before the entire job has been planned.
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Clicking on this icon opens an activities editor. The following data must be entered: code, description of the activity, whether or not a comparison of costs has been carried out for the activity, and the forecast production and estimated direct cost for each activity, showing its k (production/direct cost). The P- 0 form may be listed from any of these four screens. The associated report is the following: Crystal Reports - P29-0_RPT.pdf
Initial Planning
4.1 Production (P-2)

This option allows the job budget to be edited and includes the following two sections. 4.1.1 Ordinary production
Whether the budget is imported or is updated or changed, the process is as follows: On entering the P-2 screen, the chapters in it may be entered directly or in the chapters tree screen, clicking on the chapter structure icon. The point (.) is the separator for sub chapter levels, that is, the method of creating sub-chapters is by entering cc.sc (e.g., 01.01 or 1.1 will create sub-chapter 1 of chapter 1). Up to 10 sub-levels may be created. The rest of the data for the chapter or sub-chapter are then entered: Description.
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Pass K (by default, that of the job will be shown when these data have been defined as not unique; if they have been defined as unique in P-1, the data will be shown and cannot be changed). VAT. Whether the chapter is open or closed.
A special chapter has been defined to collect production due to interests for delay and financial interests, with the IN code. The following data are entered from the budgetary units editor: Code, between 1 and 999. Description. Unit of measurement, selected from the units of measurement table. Situation of the unit, which may be: 0: budgetary units for the initial adjudicated project. 1: new budgetary units (contradictory prices), financially approved. 2: new budgetary units (contradictory prices) not financially approved. Price of material undertaking or unit production price, indiscriminately (positive, with two decimals). Measurements for adjudicated project, firm and in progress.
If a firm measurement that is greater than that approved is entered, the program issues a warning, allowing it to be retained or moving it to process. Likewise, it does not allow units with key 2 to have an approved or firm measurement. As units are entered, the program recalculates the amount in each unit and by chapters and sub-chapters, these latter appearing in the lower part of the screen. The budget may be updated in any phase of the job (initial planning, revision or Monitoring). To facilitate the work of editing the budget, the option to copy or move units may be used when the units are repeated in different chapters. Selecting the units and clicking on the relevant icon allows them to be copied or moved to the required chapter.
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Once various - or all - chapters in the job have been created, the required chapter may be searched for by clicking on the Next/Previous icons, allowing the user to move from through the various chapters one by one; clicking on the Search icon provides access to the chapters help icon. Clicking on this icon opens a screen showing the chapters created; the required chapter may be selected by double clicking on it. The P-2 screen allows direct costs be to be assigned to the budgetary units in the chapters using the Give Costs to Chapter UP icon. When this is clicked and confirmed, an activity is created whose code is the same as that of the chapter with an added zero. The application directly opens the direct cost editing screen for the P-6 budgetary unit and the direct cost data are entered in the budgetary units (see section P-6). The activity created has the following properties: The description is that of the relevant chapter. It is of type B. It includes all the budgetary units from the chapter that originated it with participation in price 1 and with all the measurement (firm plus in progress) as a pending measurement for that unit in the activity. The activities editor must be used to modify any of these properties (see P-6).
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The P2 may be listed by clicking on the relevant icon. This opens a screen with a listing selector that allows listing on the screen or on the printer. When printing using the joint listings option, all the chapters are sent directly to the printer. In revisions, when there are units with production at origin and new prices, on closing the screen, a warning message appears, allowing the new prices to be listed, compared with the previous ones and the amount of the difference (the product of the difference in prices by the measurement at origin of each unit). 4.1.2 Production by revision
Production by revision of prices is included in a special chapter, called Chapter RV for short, and which has only three fixed units: RV1: Production of revision in firm. RV2: Production of revision in process. RV3: Production of revision approved.
In any of the three units, it is possible to edit its total amount or a percentage of the total ordinary production for the job (P2) that appears on the screen. If percentages are entered, the total amount is updated when it is changed through the ordinary production P-2. This chapter may be listed from its screen. It appears in joint listings when form P-2 is listed. On exiting from both the P-2 and the revision production screens, the system checks for coherency between the total firm and current amounts with a margin of 600. If the firm exceeds the current by a greater amount, a message appears, allowing the user to exit. If the firm is less than or equal to the current amount, the screen closes immediately.
4.2 Production totals (P-3)

This screen shows the summary of the production entered previously in the ordinary production screens (P-2) and revision production (Chapter RV). Given that the data come
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from previous processes, it only allows look-up mode (the fields are shown in blue). As shown on the screen, the amounts are shown in thousands of euros with two decimals. The amount shown are, for SIE origin, pending and total: production in firm, process, total (firm plus in progress) and approved total, broken down by chapter; and in the lower part of the screen, the job total. The list has two options: summary by chapters or breakdown, including all the detail of the chapters and sub-chapters into which the job project has been broken down, available both on the screen and on the printer.
4.3 Files (P-4)

This screen allows the jobs administrative files to be edited. When the screen is entered for the first time, the adjudicated project is automatically created with file number 0 and the adjudication amount entered in P-1. The following data are entered when registering files: File code. Name. Type. This is based on the classification of the SIE future variations according to the file concerned (settlement, changed, etc). Key. This is based on the files administrative situation up to financial approval. Help is available for these two codings. Clicking the help icon opens the future variations and administrative situation tables for the file; the one for the current file can be chosen by double clicking on its value. File amount in euros. File percentage of the initial adjudication and the current one. Dates of technical and financial approvals, entered when the situations occur in the files.
These data may only be edited in the jobs current phase, initial planning or revision. In the revision phase, the log data for the previous revision and initial planning are shown. The lower part of the screen shows: The total of files in the current revision, the previous one and the initial one. The jobs production total (from P3 and P11). The initially adjudicated project and the current project.
Once the objectives have been created for a file, if the file is financially approved or cancelled, the associated included objectives are automatically cancelled, after confirmation.
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Files 98 (reduction of costs) and 99 (difference between approved and firm production) are registered using the P-12 screen; that is, they need not be registered in P-4. The amount of file 99 is not summed in the total files amount. On exiting the screen, the application compares the total sum of the files with the jobs production total. If the difference is greater than + 600, it notifies the difference but allows the user to exit the screen.
The list has the same structure as on the screen; the data appear in euros with two decimals. To compare files entered in P-4 with those in SIE (incorporated in the job using the DACT2 automatic transfer), there is a list of SIE files in the P-4 screen with those that have differences in some datum with P4 marked: description, amount, file type or situation key.
4.4 Direct costs (P-6)

This option allows the jobs economic activities, their budgetary units and the forecast direct costs for the job to be edited by activities (type A) or by budgetary unit in activities (type B). When opened, the P-6 screen displays the activities already created (either in P-6 itself or through P-2 or by importing the P-6 in FIEBDC format). If there is no activity, the cursor is located in the code field. The following data must be entered in order to edit activities: Code: numeric from 1 to 998. Name. Type of activity: A or B. If the activity is of type A, its measurement unit (chosen from the measurement units table) and its pending measurement must be defined.
Once the activity has been defined, it is necessary to set its relationship with the budgetary units that comprise it. There is an icon for this for importing the chapters from UP. When clicked, a chapter selector appears that allows units to be incorporated to the relevant activity. When the range of required chapters has been chosen, a unit selection screen appears. Those units that have non-null measurements will automatically be marked for assignation to activities, otherwise they are unmarked. The relevant information (properties, total measurement of the unit in P-2 and rest of measurement for assignation to activities) appears for each unit. The measurement to be incorporated in the activity will be the total measurement, which can be changed by the user (the field appears in white).
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When the Accept icon is clicked, the selected units with their total measurement are incorporated into the activity; the participation in price and measurement may be changed in the P-6 screen if necessary.
The option to copy or move units may be used to facilitate the work of editing activities when units are repeated in various activities. Selecting the units and clicking on the relevant icon copies or moves them to the required activity. There is a help icon that specifies the current activities for each unit as well as the relevant data (pending measurement, participation in price, measurement at origin of the unit in the activity, and, below, the rest of measurement to be assigned from the total for the unit to activities). In the Monitoring phase, new activities may be created or new units be assigned to existing activities. The costs of the budgetary units in activities already created in the revision phase may not be changed in order not to upset the Monitoring (this last process may be carried out in the continuous revision). In Monitoring, the pending measurement is updated as the production is carried out so that the pending direct cost is always updated, in any phase, including in Monitoring.
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To determine the direct cost of type A activities, the unit cost broken down by the natures of that activity is entered using the activities cost icon. Either units or totals may be entered. The total cost of the activity is equal to the unit for the pending measurement of that activity.
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In type B activities, once the participation in measurement and in price have been entered in each budgetary unit, the direct cost is entered using the relevant icon. Units or totals may be entered. This unit cost belongs to each budgetary unit in the B activity; it is multiplied by the participation in measurement and price of the unit to give the total cost of the activity. The cost of the units or activities may also be entered by a creating broken-down prices. Clicking on the relevant icon opens a screen in which the costs of units or activities can be calculated on the basis of elemental prices, in which the following are defined: its cost nature using its coding: MO, labour, etc, as shown by the screen help). The code will be XXyyyy, where XX shows the nature of the cost and yyyy its alphanumeric coding. Whether or not it has a supplier and his code (four alphanumeric characters). The amount, the price and the elemental price coefficient. The price is unique for all the units in which the elemental price appears; the amount and the coefficient belong to the unit containing them.
Once the broken-down price of the unit or activity has been created, there are various lists of costs and consumption forecasts (see prices breakdown section).
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Broken down prices may also be imported from other units. Given that the updating of costs often occurs jointly in various activities, units or cost natures, an option has been provided that allows this process to be carried out easily. Clicking on the k (constant) icon in the activities editor allows the forecast costs to be updated for activities, cost natures and units using the selectors provided for the purpose. This process allows the rapid updating of forecast costs for activities, direct cost natures and units. The total production for the activity, the total direct cost and the unit cost in types A and K activities are shown on the screen under the budgetary units. At the bottom there is a breakdown by cost natures, units in A activities and the total. The program reserves an activity for collecting the differences between the measurement for the job to be carried out in reality and the measurement of the job for production (999). This activity is generated later. This activity contains the IN chapter units, when these exist (see P2-P6 coherence). The production and the direct costs of financial activities and their budgetary units entered in P-6 may be printed or seen on the screen using the Print icon. A selector appears that allows both the activities (P-6) and the breakdown of the costs of budgetary units by natures in each activity (P-6C) to be listed. When the joint listings option is listed in P-6, all the activities in the job are printed.
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4.5 Summary of direct cost (P-7)

This screen shows a summary of production and direct cost by financial activities in the job, previously entered in P-6. Because the data that appear on the screen are the result of previous processes and calculations, they cannot be edited but appear in consultation mode with the fields shown in blue. The amounts are in thousands. The upper part shows all the activities in the job with the production, total direct cost, direct cost by natures and k data for each activity. The lower part shows the summary of the job with the same items as in the breakdown by activities: pending production, k for the job, breakdown and total direct cost. Underneath this are the production by revision and production by change of prices. This last item is produced in revisions (not in initial planning) and is the variation in production due to the change of budgetary unit prices in production at origin and is incorporated into planning after the last quarterly Monitoring before the revision. When Monitoring is opened, this amount is incorporated in the jobs production at origin. The listing has the same structure as the screen.
4.6 Indirect cost (P-8 and P-9)

This option allows the editing of indirect costs and has four sections. When the job is an external temporary joint venture, clicking on the relevant button allows the indirect costs of the internal centre to be edited. 4.6.1 Indirect personnel (P-8)
This screen allows the editing of the detail and justification by items of the forecast cost of indirect personnel. The following data must be entered for each cost item:
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Code (ordinal number) of the item. Name. Start and end dates. Allows the determination of the period for which each cost item will remain on the job.
In the initial planning or revision, the program initially uses as the start state that for the date of the phase, although this may be freely changed. In Monitoring, the initial dates advance to the first day of the following month in order to calculate monthly the updated pending indirect costs for each Monitoring. Number of months on job. This is obtained from the start and end dates entered. It calculates down to half months. Monthly cost of each item in euros. Forecast cost. This is obtained as the result of multiplying the number of months on the job for each item by the monthly cost.
The lower part of the screen shows the forecast total indirect personnel cost in thousands. The relevant icon gives access to the following indirect costs screen (indirect machinery). 4.6.2 Indirect machinery (P-8)
This screen allows the editing of the detailed justification by items of the forecast cost of indirect machinery. The following data must be entered for each cost item: Code (ordinal number) of the item. Name. Start and end dates. Allows the determination of the period for which each cost item will remain on the job.
The lower part of the screen shows the forecast total indirect machinery cost in thousands.
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The relevant icons give access to the following or previous indirect costs screens. 4.6.3 Miscellaneous costs (P-8)
This screen allows the editing of the detailed justification by items of the forecast cost of miscellaneous costs. The following data must be entered for each cost item: Code (ordinal number) of the item. Name. Start and end dates. Allows the determination of the period for which each cost item will remain on the job.
The lower part of the screen shows the forecast total miscellaneous costs in thousands. The relevant icon gives access to the previous indirect costs screen (indirect machinery). 4.6.4 Cost of general installations (P-9)
This screen allows the editing of the detailed justification by items of the pending cost items for general installations, broken down into transport, installation and removal and investment. This last item is the forecast cost of those general installations that are purchased and that will be totally or partially amortised in the job itself.
4.7 Distribution of indirect cost (P-8D and P-9D)

This option allows the distribution of the jobs indirect costs to be displayed and edited; it has two sections. 4.7.1 Distribution of personnel, machinery and miscellaneous costs (P-8D)
This screen allows queries on the forecast of the natures of indirect cost for the distribution over time in the job, that is, indirect personnel, indirect machinery and miscellaneous costs.
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The program automatically calculates the distribution over time of these costs using the start and end dates for the periods for which each cost item remains on the job and the monthly costs entered in the indirect costs section (P-8). Given that the fields that appear on the screen are already calculated and that the SIE origin data are already known, the screen is for consultation only - the data cannot be changed. The calculation of the forecast is detailed month by month during the quarter following the initial planning or revision and by totals for the rest of the financial year and the following financial years. These values will be used later for the indirect costs forecast in Monitoring. 4.7.2 Distribution of general installations (P-9D)
This screen shows the total indirect cost of the natures of cost described above. The percentage of approved cost is that which is used for calculating the forecast cost in Monitoring. It may be equal to the forecast or greater if it is intended to amortise the cost more quickly.
4.8 Other indirect costs (P-10)

This screen allows the other indirect costs to be entered in order to give the forecast cost by entering the amount or percentage of the jobs pending production (total planned production - SIE origin production). The percentage of approved cost is used to calculate the cost in Monitoring. It may be equal to the forecast or greater if it is planned to amortise the cost more quickly. When the job is an external temporary joint venture, clicking on the relevant button allows the other indirect costs for the internal centre to be edited.
4.9 Structure costs (P-10)

This screen allows the forecast structure costs to be entered by entering the percentage cost of the jobs pending production. When the job is an external temporary joint venture, clicking on the relevant button allows the structure costs for the internal centre to be edited.
4.10 Total summary (P-11)

Clicking on this option opens the total summary valuation screen (P-11) showing the data on production, costs and results for initial planning, previous revision, SIE origin data, revised pending data and current revision. The totals fields are shown with a yellow background and the rest with a blue background since they cannot be edited. There is a vertical scroll bar for moving through the screen.
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If the job is a temporary joint venture, the Temporary Joint Venture Data icon provides access to the internal centre editor for entering the origin and pending data for that internal centre: Income from replacements, broken down into: direct, indirect and support costs. All of the data for costs at origin. Pending direct cost pending indirect cost: in current projects, come from the indirect costs editor (P8 and P9). Other indirect costs and pending structure costs: in current projects, come from the other indirect costs editor (P10). The income from indirect replacements value - indirect cost is the margin for indirect replacements of the part corresponding to FCC. The direct replacements income value + income for support costs - direct costs is the remaining margin for replacement of the part corresponding to FCC. The other indirect costs and the structure costs will be added to those of the job at 100 per cent affected by their percentage. Clicking on the Validate icon and then on the Exit icon returns to the P-11 screen. Two screens may be displayed: that for the job at 100 per cent, which is shown by default, and that for our percentage participation in the temporary joint venture by clicking on the button at the left of the temporary joint venture sign. Printed lists may be obtained of the 100 per cent (unmarked temporary joint venture button), of the FCC participation in the temporary joint venture (marked temporary joint venture button) and of the internal centre. The listing for our participation in the temporary joint venture is identified by the percentage in the upper left part. The P-11 listing may be given in thousands of euros or in monetary units (using an option on the Data - Utilities menu).
4.11 Objectives (P-12)

Clicking on Objectives opens a pull-down menu with the options for this group. 4.11.1 Objectives included (P-12) Clicking on this option opens the objectives included screen that shows the data for the first file: number, name, type, key and amount; it allows the data for the associated objectives to be entered: name, production variation, cost and risk variation (classified into a high, medium or low). Click on the Validate icon after the data have been entered. The lower part of the screen shows the sum of the files objectives. If the key is 5, the Change icon is disabled since it may not have associated objectives. The Next/Previous icons allow the user to move to other files and the Search icon allows files 98 - Cost variation and 99 - Approved and firm difference files to be retrieved.
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The Next Screen icon moves to Objectives Not Included. If the sum of objectives does not match the amounts of the files (difference greater than 600) an appropriate message is displayed on leaving the screen. 4.11.2 Objectives not included (P-12) Clicking on this option opens the objectives not included screen that allows data to be entered for the objectives not included: name, production variation and cost variation. Click on the Validate icon after the data have been entered. The lower part of the screen shows the sum of the objectives not included.
4.12 Time distribution (P-13)

Clicking on this option carries out four checks on coherency, the results of which are shown in the pre-P-13 coherency test screen.
If all the messages appear in lower case and in black, the checks have been passed satisfactorily.
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If a message appears in upper case and in red, this shows that a check has been failed. The order of the checks is: Match with planned production (P-3) and that included in files (P-4). Firm production not greater than that approved (P-3). Match between production and files (P-4) with the sum of its objectives (P-12).
Coherence of measurements for production (P-2) and for cost (P-6). The coherence margin is 600. Once all the checks have been passed correctly, clicking on the Validate icon opens the time summary distribution screen (P 13). The associated report is the following: cohere.pdf The fields that cannot be edited (because they are calculated or because there are no data in the current quarter) are shown with a blue background. This screen is used to enter the data for production, result, certification and receipt for: current quarter broken down by months, total current financial year, total following financial year and job total (only certification and receipt). The data at origin for the previous financial production year and the result are also entered, recalculating the data for the current financial year from the difference with the total at origin. In external temporary joint ventures, it is possible to access the result editor for the FCC part using the relevant icon. Clicking on the Print icon in this screen gives the P-13 listing for the FCC part. The application calculates the values for other financial years by differences.
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Click on the Validate icon after the data have been entered.
4.13 P2-P6 coherence

This option compares the measurements of the budgetary units in P2 and P6, that is, it checks if all of the jobs production, broken down by budgetary units, has its direct cost assigned through the jobs activities. On entering this option, when there are differences, a screen appears showing only the mismatched budgetary units with all their data. The status line shows the data for each unit. The measurements for P2, P6, SIE origin and the total difference are also shown in the measurement and in the amount. The mismatch may occur due to the difference of measurement between the P2 and P6 totals or for a sum other than 1 of the participations in the price of a unit in activities. The differences may be printed at this time by clicking on the relevant icon. The fields for assigning measurements of the units to activity 999, to P6 and to P2 are shown on the right, blank. To achieve a complete match of each budgetary unit, a measurement may be assigned to any of these three items: activity 999, P6 and P2. As part of the measurement is assigned and the row is updated (changing row or clicking on the Accept icon), the difference of measurement between P2 and P6 is automatically recalculated. If a measurement for a unit is assigned to P6 when this unit does not belong to any activity, the program requests confirmation. When there is complete coherency for each unit, the relevant row disappears from the screen. When all the units have been completed, a message appears that the coherency test has been passed. If the P2 - P6 coherence program is re-entered without modifying either P2 or P6, it again indicates that the coherency test has been passed, given that it always retains the contents of activity 999 (which can always be edited in P6). If the correction of the units coherence has not been terminated, the program displays a warning but allows the user to exit. This means that the coherence program may be used to correct all the differences between P2 and P6, operating both in activity 999 and in P2 and P6 themselves. There is a help screen for each unit showing the activity in which it is included and its participation in measurement.
4.14 SIE data (DACT2)

This option transfers to planning the SIE origin data of costs by natures, costs at origin of general installations and studies and projects as well as certificates and the SIE origin receipts. Given that it incorporates the costs at origin, in the Monitoring phase it will change the SIE origin dates for the month before the Monitoring is made, so that the DACT2 to be entered must match the consolidated SIE data for this previous month to prevent the duplicating of the cost for the current month, entered using DMES2 or manually. Entering this option in the revision, Monitoring or integration phases displays a unit selector (diskette or hard disk) for retrieving the data for incorporation into the relevant job or integration, as appropriate.
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This option is valid for any type of planning, both current (open, closed, summary or pending planning) and finished as well as for loading data before the quarterly integration.
4.15 Open Monitoring

When this option is clicked, a warning appears of the need to make a back-up copy onto diskette before changing phase. If this has not been carried out previously, click on NO and choose Copy Active Job in the data block to carry it out. Clicking on YES opens the SIE origin production screen for checking the production data. Clicking on the Validate icon opens the total job SIE origin costs screen for checking the cost data. Clicking on the Validate icon opens a new Monitoring. If there are differences in either of these two screens, click the Cancel icon to return to the last Monitoring and make the necessary corrections. The PLANECO application checks that the four Monitorings (three in the first quarter) for each of the official revisions for January, May and September are carried out.
Monitoring menu
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5.1 Production
Clicking on Monitoring opens a drop-down menu with all the options for this block. While in the Monitoring phase, it is possible to obtain the lists for the initial and revision planning phases. It is important to note that the costs (direct, indirect and proportional) are updated in each Monitoring, with the screens and reports showing only the pending costs: pending direct costs (P-6 and P-7), pending indirect costs (P-8 and P-9), other indirect costs and pending structure costs (P-10). This allows the P-11 listing to be obtained, showing the data for the following situations: initial planning, previous revision (if one exists), SIE origin data (included including the current Monitoring), revised pending data (with the production and costs for the current Monitoring already consumed) and total data (including the deviations produced in the current Monitoring). This option allows the jobs production to be edited and has two sections. 5.1.1 Production by units (Produp)
A Monitoring is carried out by selecting the Production option and then the Produp option in the new drop-down menu that appears.
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Once in the Production by Activities screen (Produp), click on the Change Icon and enter the current origin measurement for each budgetary unit (in type B activities) or for each type A activity that has had a variation during the month. Once the entry of data for this activity has ended, click in the Validate icon. There are Next/Previous Activity and Search icons for moving to other activities. Once the measurements have been entered for all the activities, clicking on the Exit icon returns to the main menu. Immediately, a warning appears that there are budgetary units whose production distribution has changed. Clicking on the Accept icon displays a second message for choosing between the two ways of carrying out the distribution: Automatic: click on YES. Manual: click on NO.
If automatic distribution is chosen, the application distributes the measurement total for each firm or in progress budgetary unit according to the SIE criteria. It considers production to be firm for units in 0 or 1 situations until it reaches the appropriate measurement and in progress, all the measurement for units in situation 2. When the process has been carried out, the firm/in progress distribution change screen shows the calculated distribution, which may be changed by the user, respecting the measurement total for each unit. The use of automatic distribution is recommended because it is therefore the application that carries out all calculations; any units that require it may be adjusted manually. Clicking on the Print icon in the Production by Activities (Produp) screen, always after carrying out the production distribution, shows the listing selection screen (Produp/Prodact) that allows the user to choose the Produp listings for the entire job or some chapters using the chapter selector, and Prodact, for the entire job or for some activities using the activities selector. Both listings may be obtained with month or origin data by clicking on the appropriate options. It is also possible to choose between seeing the listing on the screen or sending it directly to the printer. The associated reports are the following: PRUPCAP1.pdf PRUPCAP2.pdf After making the choice, click on Accept. When the listing is shown on the screen, it is possible to step forward and backwards through the pages by clicking on the First, Previous, Next and Last icons, zoom with the Next icon, move through the screen using the vertical scroll bar, print by clicking on the relevant icon and exit the screen by clicking on the Close icon.
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The associated reports are the following: prodact1.pdf prodact2.pdf
5.1.2
Production by chapters (Procap)
Clicking on this option opens the Production Distribution by Chapters (Prodcap) screen, showing the first chapter. The user can move to other chapters with the Next/Previous Chapter icons and the Search icon. In the lower part of the screen there are three panels showing current origin production, previous origin production and month production. The Change icon is disabled since this is a data consultation screen. Clicking on the Print icon opens the Prodcap list selection screen for choosing listings summary (chapters only) and breakdown (chapters and sub-chapters). Both listings may be obtained with month and origin data by clicking on the relevant options. The listing may also be seen on the screen or sent directly to the printer. The associated report is the following: prodcap1.pdf prodcap2.pdf After making the choice, click on Accept. 5.1.3 Production by revision
Clicking on this option opens the screen for entering production by revision in the RVMonitoring activity of production by revision. Clicking on the Print icon provides the Produp listing for the production by revision. 5.1.4. Firm/in progress distribution This option allows the distribution of the firm and in progress production to be adjusted manually according to requirements; clicking on it opens a screen for choosing the chapters to be changed. After making the selection and clicking on Validate, the Firm/In progress Distribution Change screen opens. Clicking on the Change icon allows the distribution changes to be made in the affected units. Once the changes have been made, click the Validate icon.
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5.1.5 Production summary (RESPROD)
Clicking on this option opens the SIE Origin Production screen showing a breakdown of the production in current SIE origin, previous SE origin and SIE month situations. Clicking on the Print icon displays it on the screen; the RESPROD listing may then be printed. resprod.pdf
5.2 Forecast costs (S2 and S2D)

Clicking on this option opens the Direct Costs Valuation by Natures screen (P-S2) which shows, for each activity, code, name, type of activity, production origin, production month, month direct cost broken down by SIE natures and total month direct cost. The lower part shows the same data for the entire job. Clicking on the Print icon displays it on the screen; the S2 listing may then be printed. Clicking on the S2D icon opens the Direct Costs Valuation by Natures screen (S2D) which shows an activity with all its budgetary units. Next/Previous Activity icons are provided for moving between activities. Clicking on the Print icon displays it on the screen; the S2D listing may then be printed. s2.pdf s2d.pdf
5.3 Real data (S3)

If the automatic transfer of SIE data (DMES2) has not been carried out, a warning appears when this option is clicked, asking if they are to be entered manually. Clicking on Yes opens the screen for entering SIE costs for Monitoring manually, in which the real costs for the month are entered in euros. Once entry has ended, click on the Validate icon. The Monitoring summary (S3) screen appears, showing the real and forecast data in the month and the deviations (in amount and percentage) for the month and quarter origin. Clicking on the Print icon displays it on the screen; the S3 listing may then be printed.
The real cost data for the month entered manually may be changed until the automatic transfer of SIE data (DMES2) is carried out; after this, they are blocked. When the job is a temporary joint venture, the screen contains a Temporary joint venture button; clicking on this shows the part of the job belonging to FCC.
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It is necessary to enter the incomes and real costs for the month for the internal centre previously, using the relevant editors. Printing provides a 100% listing (temporary joint venture button unmarked), a listing of the FCC participation in the temporary joint venture (temporary joint venture button marked) and a listing for the internal centre.
5.4 Planeco data (DMES1)

This option allows the forecast planning data to be transferred automatically to SIE; this must be carried out every month. Clicking on PLANECO Data opens a dialogue box for choosing the unit (hard disk, diskette, etc) to which the data are to be copied. Clicking on the Validate icon opens a second dialogue box for entering the PLANTEC job code and version from which the mileposts and job end date will be retrieved. Clicking on the Validate icon starts the copying process. In order to make the copy using the hard disk, Planeco and SIE must be installed on the same machine.
5.5 SIE data (DMES2)

This option allows the automatic transfer of real data from SIE to planning; this must be carried out each month. Clicking on SIE Data opens a dialogue box for choosing the unit (hard disk, diskette, etc) from which the data are to be retrieved. Clicking on the Validate icon starts the copying process.
5.6 New Monitoring

Clicking on this option displays a warning that it is necessary to make a back-up copy to diskette before changing phase. If this has not already been done, click on NO and choose the Copy Active Job option in Data Block to carry it out. Clicking on YES opens the SIE Origin Production screen for checking the production data. Clicking on the Validate icon opens the Total Job SIE Origin Costs screen for checking the costs data. Clicking on the Validate icon opens a new Monitoring. If there are differences in either of these two screens, click the Cancel icon to return to the last Monitoring and make the necessary corrections.
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The Planeco application checks that the four Monitorings (three in the first quarter) for each of the official revisions for January, May and September are carried out.
5.7 Open revision

Once the last Monitoring for each quarter has been carried out, this option opens Revision. These revisions can only be carried out in the official months of January, May and September. Clicking on this option displays a warning that it is necessary to make a back-up copy to diskette before changing phase. If this has not already been done, click on NO and choose the Copy Active Job option in Data Block to carry it out. Clicking on YES opens the SIE Origin Production screen for checking the production data. Clicking on the Validate icon opens the Total Job SIE Origin Costs screen for checking the costs data. Clicking on the Validate icon opens a new revision. If there are differences in either of these two screens, click the Cancel icon to return to the last Monitoring and make the necessary corrections. While in the revision phase, origin listings may be obtained for the last Monitoring.
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Economic Planning 6.3. 6 Review menu
6.1 Production (P-2)

This option allows the editing of the jobs budget and has two sections. 6.1.1 Ordinary production (P-2)
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The process is the same if the budget has been imported and for any updates or changes to the budget. On entering the P-2 screen, chapters may be entered directly in it or in the Chapters Tree screen by clicking on the Chapters Structure icon. The point (.) is the separator for sub chapter levels, that is, the method of creating sub-chapters is by entering cc.sc (e.g., 01.01 or 1.1 will create sub-chapter 1 of chapter 1). Up to 10 sub-levels may be created.
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The rest of the data for the chapter or sub-chapter are then entered: Description. Pass K (by default, that of the job will be shown when these data have been defined as not unique; if they have been defined as unique in P-1, the data will be shown and cannot be changed). VAT. Whether the chapter is open or closed.
A special chapter has been defined to collect production due to interests for delay and financial interests, with the IN code. The following data are entered from the budgetary units editor: Code, between 1 and 999. Description. Unit of measurement, selected from the units of measurement table. Situation of the unit, which may be: 0: budgetary units for the initial adjudicated project. 1: new budgetary units (contradictory prices), financially approved. 2: new budgetary units (contradictory prices) not financially approved. Price of material undertaking or unit production price, indiscriminately (positive, with two decimals). Measurements for adjudicated project, firm and in progress.
If a firm measurement that is greater than that approved is entered, the program issues a warning, allowing it to be retained or moving it to process. Likewise, it does not allow units with key 2 to have an approved or firm measurement. As units are entered, the program recalculates the amount in each unit and by chapters and sub-chapters, these latter appearing in the lower part of the screen. The budget may be updated in any phase of the job (initial planning, revision or Monitoring). To facilitate the work of editing the budget, the option to copy or move units may be used when the units are repeated in different chapters. Selecting the units and clicking on the relevant icon allows them to be copied or moved to the required chapter. Once various - or all - chapters in the job have been created, the required chapter may be searched for by clicking on the Next/Previous icons, allowing the user to move from through the various chapters one by one; clicking on the Search icon provides access to the chapters help icon. Clicking on this icon opens a screen showing the chapters created; the required chapter may be selected by double clicking on it. The P-2 screen allows direct costs be to be assigned to the budgetary units in the chapters using the Give Costs to Chapter UP icon. When this is clicked and confirmed, an activity is created whose code is the same as that of the chapter with an added zero. The
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application directly opens the direct cost editing screen for the P-6 budgetary unit and the direct cost data are entered in the budgetary units (see section P-6).
The activity created has the following properties: The description is that of the relevant chapter. - It is of type B. - It includes all the budgetary units from the chapter that originated it with participation in price 1 and with all the measurement (firm plus in progress) as a pending measurement for that unit in the activity. The activities editor must be used to modify any of these properties (see P-6).
The P2 may be listed by clicking on the relevant icon. This opens a screen with a listing selector that allows listing on the screen or on the printer. When printing using the joint listings option, all the chapters are sent directly to the printer. In revisions, when there are units with production at origin and new prices, on closing the screen, a warning message appears, allowing the new prices to be listed, compared with the previous ones and the amount of the difference (the product of the difference in prices by the measurement at origin of each unit).
The associated report is the following: Crystal Reports - CAMBPREC_RPT.pdf
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6.1.2 Production by revision
Production by revision of prices is included in a special chapter, called Chapter RV for short, and which has only three fixed units: RV1: Production of revision in firm. RV2: Production of revision in process. RV3: Production of revision approved.
In any of the three units, it is possible to edit its total amount or a percentage of the total ordinary production for the job (P2) that appears on the screen. If percentages are entered, the total amount is updated when it is changed through the ordinary production P-2. This chapter may be listed from its screen. It appears in joint listings when form P-2 is listed. On exiting from both the P-2 and the revision production screens, the system checks for coherency between the total firm and current amounts with a margin of 600. If the firm exceeds the current by a greater amount, a message appears, allowing the user to exit. If the firm is less than or equal to the current amount, the screen closes immediately. The associated report is the following: Crystal Reports - P2cap_RPT.pdf P2subcap.pdf
6.2 Production totals (P-3)
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This screen shows the summary of the production entered previously in the ordinary production screens (P-2) and revision production (Chapter RV). Given that the data come from previous processes, it only allows look-up mode (the fields are shown in blue). As shown on the screen, the amounts are shown in thousands of euros with two decimals. The amount shown are, for SIE origin, pending and total: production in firm, process, total (firm plus in progress) and approved total, broken down by chapter; and in the lower part of the screen, the job total.
The list has two options: summary by chapters or breakdown, including all the detail of the chapters and sub-chapters into which the job project has been broken down, available both on the screen and on the printer. The associated reports are the following: P29-3.pdf
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6.3 Files (P-4)
This screen allows the jobs administrative files to be edited. When the screen is entered for the first time, the adjudicated project is automatically created with file number 0 and the adjudication amount entered in P-1. The following data are entered when registering files: File code. Name. Type. This is based on the classification of the SIE future variations according to the file concerned (settlement, changed, etc). Key. This is based on the files administrative situation up to financial approval. Help is available for these two codings. Clicking the help icon opens the future variations and administrative situation tables for the file; the one for the current file can be chosen by double clicking on its value. File amount in euros. File percentage of the initial adjudication and the current one. Dates of technical and financial approvals, entered when the situations occur in the files.
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These data may only be edited in the jobs current phase, initial planning or revision. In the revision phase, the log data for the previous revision and initial planning are shown. The lower part of the screen shows: The total of files in the current revision, the previous one and the initial one. The jobs production total (from P3 and P11). The initially adjudicated project and the current project.
Once the objectives have been created for a file, if the file is financially approved or cancelled, the associated included objectives are automatically cancelled, after confirmation. Files 98 (reduction of costs) and 99 (difference between approved and firm production) are registered using the P-12 screen; that is, they need not be registered in P-4. The amount of file 99 is not summed in the total files amount. On exiting the screen, the application compares the total sum of the files with the jobs production total. If the difference is greater than + 600, it notifies the difference but allows the user to exit the screen. The list has the same structure as on the screen; the data appear in euros with two decimals. P29-4.pdf To compare files entered in P-4 with those in SIE (incorporated in the job using the DACT2 automatic transfer), there is a list of SIE files in the P-4 screen with those that have differences in some datum with P4 marked: description, amount, file type or situation key.
6.4 Direct costs (P-6)
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This option allows the jobs economic activities, their budgetary units and the forecast direct costs for the job to be edited by activities (type A) or by budgetary unit in activities (type B). When opened, the P-6 screen displays the activities already created (either in P-6 itself or through P-2 or by importing the P-6 in FIEBDC format). If there is no activity, the cursor is located in the code field. The following data must be entered in order to edit activities: Code: numeric from 1 to 998. Name. Type of activity: A or B. If the activity is of type A, its measurement unit (chosen from the measurement units table) and its pending measurement must be defined.
Once the activity has been defined, it is necessary to set its relationship with the budgetary units that comprise it. There is an icon for this for importing the chapters from UP. When clicked, a chapter selector appears that allows units to be incorporated to the relevant activity. When the range of required chapters has been chosen, a unit selection screen appears. Those units that have non-null measurements will automatically be marked for assignation to activities, otherwise they are unmarked. The relevant information (properties, total measurement of the unit in P-2 and rest of measurement for assignation to activities) appears for each unit. The measurement to be incorporated in the activity will be the total measurement, which can be changed by the user (the field appears in white).
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When the Accept icon is clicked, the selected units with their total measurement are incorporated into the activity; the participation in price and measurement may be changed in the P-6 screen if necessary. The option to copy or move units may be used to facilitate the work of editing activities when units are repeated in various activities. Selecting the units and clicking on the relevant icon copies or moves them to the required activity.
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There is a help icon that specifies the current activities for each unit as well as the relevant data (pending measurement, participation in price, measurement at origin of the unit in the activity, and, below, the rest of measurement to be assigned from the total for the unit to activities).
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In the Monitoring phase, new activities may be created or new units be assigned to existing activities. The costs of the budgetary units in activities already created in the revision phase may not be changed in order not to upset the Monitoring (this last process may be carried out in the continuous revision). In Monitoring, the pending measurement is updated as the production is carried out so that the pending direct cost is always updated, in any phase, including in Monitoring. To determine the direct cost of type A activities, the unit cost broken down by the natures of that activity is entered using the activities cost icon. Either units or totals may be entered. The total cost of the activity is equal to the unit for the pending measurement of that activity. In type B activities, once the participation in measurement and in price have been entered in each budgetary unit, the direct cost is entered using the relevant icon. Units or totals may be entered. This unit cost belongs to each budgetary unit in the B activity; it is multiplied by the participation in measurement and price of the unit to give the total cost of the activity. The cost of the units or activities may also be entered by a creating brokendown prices. Clicking on the relevant icon opens a screen in which the costs of units or activities can be calculated on the basis of elemental prices, in which the following are defined: its cost nature using its coding: MO, labour, etc, as shown by the screen help). The code will be XXyyyy, where XX shows the nature of the cost and yyyy its alphanumeric coding. Whether or not it has a supplier and his code (four alphanumeric characters). The amount, the price and the elemental price coefficient. The price is unique
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for all the units in which the elemental price appears; the amount and the coefficient belong to the unit containing them. Once the broken-down price of the unit or activity has been created, there are various lists of costs and consumption forecasts (see prices breakdown section). Broken down prices may also be imported from other units. Given that the updating of costs often occurs jointly in various activities, units or cost natures, an option has been provided that allows this process to be carried out easily. Clicking on the k (constant) icon in the activities editor allows the forecast costs to be updated for activities, cost natures and units using the selectors provided for the purpose. This process allows the rapid updating of forecast costs for activities, direct cost natures and units.
The total production for the activity, the total direct cost and the unit cost in types A and K activities are shown on the screen under the budgetary units. At the bottom there is a breakdown by cost natures, units in A activities and the total. The program reserves an activity for collecting the differences between the measurement for the job to be carried out in reality and the measurement of the job for production (999). This activity is generated later. This activity contains the IN chapter units, when these exist (see P2P6 coherence).
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The production and the direct costs of financial activities and their budgetary units entered in P-6 may be printed or seen on the screen using the Print icon. A selector appears that allows both the activities (P-6) and the breakdown of the costs of budgetary units by natures in each activity (P-6C) to be listed. When the joint listings option is listed in P-6, all the activities in the job are printed. The associated report is the following: P29-6.pdf Crystal Reports - P29-6C_RPT.pdf
6.5 Summary of direct cost (P-7)
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This screen shows a summary of production and direct cost by financial activities in the job, previously entered in P-6. Because the data that appear on the screen are the result of previous processes and calculations, they cannot be edited but appear in consultation mode with the fields shown in blue. The amounts are in thousands. The upper part shows all the activities in the job with the production, total direct cost, direct cost by natures and k data for each activity. The lower part shows the summary of the job with the same items as in the breakdown by activities: pending production, k for the job, breakdown and total direct cost. Underneath this are the production by revision and production by change of prices. This last item is produced in revisions (not in initial planning) and is the variation in production due to the change of budgetary unit prices in production at origin and is incorporated into planning after the last quarterly Monitoring before the revision. When Monitoring is opened, this amount is incorporated in the jobs production at origin. The listing has the same structure as the screen. P29-7.pdf P29-7_Descompuestos.pdf
6.6 Indirect cost (P-8 and P-9)

This option allows the editing of indirect costs and has four sections. When the job is an external temporary joint venture, clicking on the relevant button allows the indirect costs of the internal centre to be edited.
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6.6.1 Indirect personnel (P-8)
This screen allows the editing of the detail and justification by items of the forecast cost of indirect personnel. The following data must be entered for each cost item: Code (ordinal number) of the item. Name. Start and end dates. Allows the determination of the period for which each cost item will remain on the job.
The lower part of the screen shows the forecast total indirect personnel cost in thousands. The relevant icon gives access to the following indirect costs screen (indirect machinery).
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The associated reports are the following: P29-8.pdf P29-8_CI.pdf 6.6.2 Indirect machinery (P-8)
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This screen allows the editing of the detailed justification by items of the forecast cost of indirect machinery. The following data must be entered for each cost item: Code (ordinal number) of the item. Name. Start and end dates. Allows the determination of the period for which each cost item will remain on the job.
The lower part of the screen shows the forecast total indirect machinery cost in thousands. The relevant icons give access to the following or previous indirect costs screens.
The associated reports are the following: P29-8B.pdf P29-8B_CI.pdf
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6.6.3
Miscellaneous costs (P-8)
This screen allows the editing of the detailed justification by items of the forecast cost of miscellaneous costs. The following data must be entered for each cost item: Code (ordinal number) of the item. Name. Start and end dates. Allows the determination of the period for which each cost item will remain on the job.
The lower part of the screen shows the forecast total miscellaneous costs in thousands.
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The relevant icon gives access to the previous indirect costs screen (indirect machinery). The associated reports are the following: P29-8C.pdf P29-8C_CI.pdf 6.6.4 Cost of general installations (P-9)
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This screen allows the editing of the detailed justification by items of the pending cost items for general installations, broken down into transport, installation and removal and investment. This last item is the forecast cost of those general installations that are purchased and that will be totally or partially amortised in the job itself.
The associated report is the following: P29-9.pdf P29-9_CI.pdf
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6.7 Distribution of indirect cost (P-8D and P-9D)

This option allows the distribution of the jobs indirect costs to be displayed and edited; it has two sections. 6.7.1 Distribution of personnel, machinery and miscellaneous costs (P-8D)
This screen allows queries on the forecast of the natures of indirect cost for the distribution over time in the job, that is, indirect personnel, indirect machinery and miscellaneous costs. The program automatically calculates the distribution over time of these costs using the start and end dates for the periods for which each cost item remains on the job and the monthly costs entered in the indirect costs section (P-8). Given that the fields that appear on the screen are already calculated and that the SIE origin data are already known, the screen is for consultation only - the data cannot be changed. The calculation of the forecast is detailed month by month during the quarter following the initial planning or revision and by totals for the rest of the financial year and the following financial years. These values will be used later for the indirect costs forecast in Monitoring. The associated reports are the following: P29-8d.pdf P29-8d_CI.pdf 6.7.2 Distribution of general installations (P-9D)
This screen shows the total indirect cost of the natures of cost described above.
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The percentage of approved cost is that which is used for calculating the forecast cost in Monitoring. It may be equal to the forecast or greater if it is intended to amortise the cost more quickly.
The associated reports are the following: P29-9D.pdf P29-9D_CI.pdf
6.8 Other indirect costs (P-10)
This screen allows the other indirect costs to be entered in order to give the forecast cost by entering the amount or percentage of the jobs pending production (total planned production - SIE origin production).
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The percentage of approved cost is used to calculate the cost in Monitoring. It may be equal to the forecast or greater if it is planned to amortise the cost more quickly.
When the job is an external temporary joint venture, clicking on the relevant button allows the other indirect costs for the internal centre to be edited.
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The associated reports are the following: P29-10.pdf P29-10_CI.pdf
6.9 Structure costs (P-10)

This screen allows the forecast structure costs to be entered by entering the percentage cost of the jobs pending production. When the job is an external temporary joint venture, clicking on the relevant button allows the structure costs for the internal centre to be edited.
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Clicking on this option opens the total summary valuation screen (P-11) showing the data on production, costs and results for initial planning, previous revision, SIE origin data, revised pending data and current revision. The totals fields are shown with a yellow background and the rest with a blue background since they cannot be edited. There is a vertical scroll bar for moving through the screen. If the job is a temporary joint venture, the Temporary Joint Venture Data icon provides access to the internal centre editor for entering the origin and pending data for that internal centre: Income from replacements, broken down into: direct, indirect and support costs All of the data for costs at origin. Pending direct cost pending indirect cost: in current projects, come from the indirect costs editor (P8 and P9). Other indirect costs and pending structure costs: in current projects, come from the other indirect costs editor (P10). The income from indirect replacements value - indirect cost is the margin for indirect replacements of the part corresponding to FCC. The direct replacements income value + income for support costs - direct costs is the remaining margin for replacement of the part corresponding to FCC. Clicking on the Validate icon and then on the Exit icon returns to the P-11 screen. Two screens may be displayed: that for the job at 100 per cent, which is shown by default, and that for our percentage participation in the temporary joint venture by clicking on the button at the left of the temporary joint venture sign.
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Printed lists may be obtained of the 100 per cent (unmarked temporary joint venture button), of the FCC participation in the temporary joint venture (marked temporary joint venture button) and of the internal centre. The listing for our participation in the temporary joint venture is identified by the percentage in the upper left part.
The associated reports are the following:
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P29-11.pdf P29-11_CI.pdf P29-11UTE.pdf
6.11 Objectives (P-12)

Clicking on Objectives opens a pull-down menu with the options for this group. 6.11.1 Objectives included (P-12)
Clicking on this option opens the objectives included screen that shows the data for the first file: number, name, type, key and amount; it allows the data for the associated objectives to be entered: name, production variation, cost and risk variation (classified into a high, medium or low). Click on the Validate icon after the data have been entered. The lower part of the screen shows the sum of the files objectives. If the key is 5, the Change icon is disabled since it may not have associated objectives. The Next/Previous icons allow the user to move to other files and the Search icon allows files 98 - Cost variation and 99 - Approved and firm difference files to be retrieved. The Next Screen icon moves to Objectives Not Included. If the sum of objectives does not match the amounts of the files (difference greater than 600) an appropriate message is displayed on leaving the screen. The associated report is the following: P29-12.pdf
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6.11.2 Objectives not included (P-12)
Clicking on this option opens the objectives not included screen that allows data to be entered for the objectives not included: name, production variation and cost variation. Click on the Validate icon after the data have been entered. The lower part of the screen shows the sum of the objectives not included. The associated report is the following: P29-12B.pdf

Clicking on this option carries out four checks on coherency, the results of which are shown in the pre-P-13 coherency test screen. If all the messages appear in lower case and in black, the checks have been passed satisfactorily. If a message appears in upper case and in red, this shows that a check has been failed. The order of the checks is: Match with planned production (P-3) and that included in files (P-4). Firm production not greater than that approved (P-3).
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Match between production and files (P-4) with the sum of its objectives (P-12).
Coherence of measurements for production (P-2) and for cost (P-6). The coherence margin is 600. Once all the checks have been passed correctly, clicking on the Validate icon opens the time summary distribution screen (P-13). The fields that cannot be edited (because they are calculated or because there are no data in the current quarter) are shown with a blue background. This screen is used to enter the data for production, result, certification and receipt for: current quarter broken down by months, total current financial year, total following financial year and job total (only certification and receipt). The data at origin for the previous financial production year and the result are also entered, recalculating the data for the current financial year from the difference with the total at origin.
In external temporary joint ventures, it is possible to access the result editor for the FCC part using the relevant icon. Clicking on the Print icon in this screen gives the P-13 listing for the FCC part. The application calculates the values for other financial years by differences. Click on the Validate icon after the data have been entered.
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This option compares the measurements of the budgetary units in P2 and P6, that is, it checks if all of the jobs production, broken down by budgetary units, has its direct cost assigned through the jobs activities. On entering this option, when there are differences, a screen appears showing only the mismatched budgetary units with all their data. The status line shows the data for each unit. The measurements for P2, P6, SIE origin and the total difference are also shown in the measurement and in the amount. The mismatch may occur due to the difference of measurement between the P2 and P6 totals or for a sum other than 1 of the participations in the price of a unit in activities. The differences may be printed at this time by clicking on the relevant icon. The fields for assigning measurements of the units to activity 999, to P6 and to P2 are shown on the right, blank. To achieve a complete match of each budgetary unit, a measurement may be assigned to any of these three items: activity 999, P6 and P2. As part of the measurement is assigned and the row is updated (changing row or clicking on the Accept icon), the difference of measurement between P2 and P6 is automatically recalculated. If a measurement for a unit is assigned to P6 when this unit does not belong to any activity, the program requests confirmation. When there is complete coherency for each unit, the relevant row disappears from the screen. When all the units have been completed, a message appears that the coherency test has been passed. If the P2-P6 coherence program is re-entered without modifying either P2 or P6, it again indicates that the coherency test has been passed, given that it always retains the contents of activity 999 (which can always be edited in P6). If the correction of the units coherence has not been terminated, the program displays a warning but allows the user to exit. This means that the coherence program may be used to correct all the differences between P2 and P6, operating both in activity 999 and in P2 and P6 themselves. There is a help screen for each unit showing the activity in which it is included and its participation in measurement.
6.13 SIE data (DACT2)

This option transfers to planning the SIE origin data of costs by natures, costs at origin of general installations and studies and projects as well as certificates and the SIE origin receipts. Given that it incorporates the costs at origin, in the Monitoring phase it will change the SIE origin dates for the month before the Monitoring is made, so that the DACT2 to be entered must match the consolidated SIE data for this previous month to prevent the duplicating of the cost for the current month, entered using DMES2 or manually. Entering this option in the revision, Monitoring or integration phases displays a unit selector (diskette or hard disk) for retrieving the data for incorporation into the relevant job or integration, as appropriate. This option is valid for any type of planning, both current (open, closed, summary or pending planning) and finished as well as for loading data before the quarterly integration.
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6.14 Open Monitoring
When this option is clicked, a warning appears of the need to make a back-up copy onto diskette before changing phase. If this has not been carried out previously, click on NO and choose Copy Active Job in the data block to carry it out. Clicking on YES opens the SIE origin production screen for checking the production data. Clicking on the Validate icon opens the total job SIE origin costs screen for checking the cost data. Clicking on the Validate icon opens a new Monitoring. If there are differences in either of these two screens, click the Cancel icon to return to the last Monitoring and make the necessary corrections. The PLANECO application checks that the four Monitorings (three in the first quarter) for each of the official revisions for January, May and September are carried out.
Integration menu
7.1 Integration
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The integration of the projects in a specific Range is the process by which summarised information is obtained on the quarterly revisions (January, May and September, with SIE data for December, April and August, respectively) for the projects in that Range for the joint analysis of the basic parameters (production forecasts, result, certificates, receipts, files, objectives, etc) and remission - where relevant - to higher levels in the company.
7.2 Ranges
The job integration Range is a variable grouping level according to the following criteria: Job group: Branch: Area: Division: Integrates projects. Integrates the branchs projects. Integrates the branches or projects in the area. Integrates area, branches and projects.
From the point of view of the operation of the computer application, the projects group and branch Ranges are equivalent. The form of working is as follows. The Range option opens a screen containing the code, name, integration number, integration date, whether the Range is open and the previous integration date. The following must be entered to create an Range: Its code, with the following criteria:
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Projects or branches group, DELnxx, where n = division code and xx = branch or company code. Branch name. Integration number (when entering the integration; 1 appears by default). Date of the integration to be carried out (format: dd/mm/yyy). The data are then validated. At this point, the integration will appear as NOT open. To open the integration, click on the Open Integration icon. A message will appear requesting the SIE origin data in order to integrate. These data are retrieved from a diskette or from the computers own hard disk (see section on Relationship between planning and SIE). (DACT2)
Areas - Code to be entered: ZONyyy, where yyy is the numeric code for the area and the rest of the data as in branch. Divisions - Code to be entered: DIVzzz, where zzz is the numeric code of the relevant division. The rest of the data are entered as for branches and areas. For both areas and divisions, it is not necessary to load the SIE data. Integrations will be opened after the Open Integration icon is clicked.
7.3 Relationship with SIE

After the branch Range has been chosen with a double click, this option allows access to a unit selector to retrieve the SIE data, either from a diskette or from the hard disk. (see Relationship between planning and SIE). (DACT2)
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7.4 Integration management

This may be carried out in various ways, depending on the Range previously selected in the Ranges screen. (The screen background changes colour and the abbreviation INT appears in the bitmap at the lower right of the main menu.) Branch. The screen shows all the data previously loaded from the SIA, showing the following data:
SIE code for the job. Job name. Whether the job is integrates (YES) or not (NO). The number of times the job integration has been carried out. Date and time of the last integration carried out for the job in the branch.
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The integration of projects in branches involves the following properties: - All the marked projects may be integrated (as long as they are in the computer) or part of them. If a single job is marked, it may be integrated from the diskette. Given that the temporary joint ventures already contain their specific items in the job itself (percentage of FCC participation and all the data for the internal centre, both SIE origin and pending), their integration is automatic. It is important to remember that the January integration must not contain data for projects cancelled in the previous financial year. For each job, integration carries out the same coherency test as those carried out when editing the P-13 and does not allow an incoherent job to be integrated. In this case, a warning message is displayed. It also checks that the SIE origin data for production, result, certificates and receipts for the previous financial year and for the current financial year are correct (with a margin of 600). If there are larger differences, the job is not integrated and a screen appears with the SIE and job data and the difference for correction in the job itself and its later integration. To integrate from a diskette, the job copies must be made using the Job Copy option for integration; it also carries out the same coherency tests as P-13. Once the projects have been integrated, each time the Projects Management screen is opened, the application will mark those projects that have had no changes to their final data (P-11 or P-13) after the integration and will leave those already integrated unmarked and those awaiting integration marked. Area. Integration in area involves a different process to that for branches, given that there is no SIE data loading. The branches belonging to the area must be entered in the screen that opens and in order to integrate them, they must be marked and integrated by clicking on the relevant icon, with the same method as in projects
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integration. Projects in the area may also be integrated after entering them in the management screen. Division. In order to integrate a division, the relevant branches, companies and areas must be entered beforehand. Once created, they are integrated by marking them and clicking on the relevant icon. All, part or one of the selected Ranges may be integrated. (In this last case, integration can be carried out from a diskette.) Projects in a division may also be integrated after entering them in the management screen.
7.5 Objectives editor
This allows the editing of the objectives set for each division or company by the relevant division in the annual strategic plan. The objectives are for production, result, certificates, receipts and contracting and are entered in thousands of euros. They then appear in the B listing for comparing the forecasts obtained by summing the projects for each Range with the objectives set for the division. The objectives in areas and divisions are obtained by summing the objectives for branches and companies.
7.6 Exchange rates table
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This option allows the editing of the exchange rates for the currencies defined in the general currencies table and in each job to be integrated so that the integration of projects planned in different currencies is automatically converted to euros or to the currency set as the main one in which the Range is integrated. When the screen is opened, the exchange rates for the various currencies for the projects with the currency in which the integration is carried out are entered.
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This allows the consultation of the P-11 listing of the integrated projects sum on the screen. On entering this option, a selector appears for the data to be listed, which allows, depending on the Range: In branch or job groups: all the projects, individual selection of projects (by clicking on the help icon the projects to be shown in the listing are marked), current or finished projects, civil engineering or building and their possible combinations (e.g., current building, only current, etc). In area or division, as well as the above criteria, selection by branches or areas and broken down lists - showing all the projects - or summary, by branches, areas or divisions, as relevant.
Once the job selection criteria have been the chosen, the P-11 consultation screen appears with the sum of the data for the selected projects.

This allows the consultation of the P-13 listing of the integrated projects sum on the screen. On entering this option, a selector appears for the data to be listed, which allows, depending on the Range: In branch or job groups: all the projects, individual selection of projects (by clicking on the help icon the projects to be shown in the listing are marked), current or finished projects, civil engineering or building and their possible combinations (e.g., current building, only current, etc). In area or division, as well as the above criteria, selection by branches or areas and broken down lists - showing all the projects - or summary, by branches, areas or divisions, as relevant.
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Once the job selection criteria have been the chosen, the P-13 consultation screen appears with the sum of the data for the selected projects.
7.9 Integration listings
These are grouped into two categories. 7.9.1 Projects listings
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This provides all the important listings for the integrated projects, job by job. On entering this option, a screen appears for selecting the following listings: P-1, P-3, P-4, P-7, P-11, P-12 and P-13. In those integrated projects that are temporary joint ventures, the values in these listings will be affected by the percentage of FCC participation except for lists P-3 and P-7, which will always appear with the projects data at 100 per cent. Depending on the Range, the data selector allows: In branch or job groups: all the projects, individual selection of projects (by clicking on the help icon the projects to be shown in the listing are marked), current or finished projects, civil engineering or building and their possible combinations (e.g., current building, only current, etc). In area or division, as well as the above criteria, selection by branches or areas.
Once the job selection criteria have been chosen, all the lists appear first on the screen, job by job; they may be listed or sent to a file. 7.9.2 Summary listings
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These are specific integration lists showing the data already summed for the integrated items or a summary of them to simplify their analysis. When this option is entered, the screen that appears includes the following listings: P-11 and P-13 In these listings, the data for the selected projects are summed, showing the selection criteria in the heading of the listing itself. Analysis of production and result. The listing is divided into two sections: APRL1 The production analysis section shows the adjudicated, current and planned budgets for the projects. If the job is current (V) or finished (A), the increase in the planned production over the adjudicated budget, and the share of that production between the various administrative files for the job, classified according to the key entered in the P-4 form. The result analysis section shows, firstly, the planned result for each job, followed by the production variation, costs of variation and result variation for the included objectives in planning and those not included.
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APRL2 Summary of the data for the adjudicated, current and total planned budgets, compared with the sum of the high, medium and low risks for each job, defined in P-12 for each of the integrated projects. OBJ Contains all the data of the files not financially approved for each job and their relevant objectives (in the included objectives) and the non-included objectives. B listing This is a summary of the forecast for the basic parameters of the projects (production, result, certificates and receipts) in the financial year, compared with the objectives set for the branch or company in the strategic plan. D listing This contains a breakdown of the forecast of the basic parameters for the projects (production, result, certificates and receipts) in the four months after the integration in the financial year and at the end of the job. E listing Provides a comparison of the final data for each job (planned totals for production and result and forecast end date for the job) between the current integration, the two previous ones and the initial planning for each job. If there are projects in the division that work for other projects, the sale type option must be previously defined in the job in order to consolidate data in integrations, preventing duplicate productions, certificates and receipts. In the integrations of the various Ranges, and depending on the level defined for consolidation, the consolidated data do not appear in the immediately lower level but do appear in all of the higher ones (division, area or branch). The consolidation affects the B, D and E listings, showing the job being consolidated in the relevant Range, headed with Adjustment for consolidation. Depending on the Ranges, the data selector allows: In branch or job groups: all the projects, individual selection of projects (by clicking on the help icon the projects to be shown in the listing are marked), current or finished projects, civil engineering or building and their possible combinations (e.g., current building, only current, etc). In area or division, as well as the above criteria, selection by branches or areas and broken down lists - showing all the projects - or summary, by branches, areas or divisions, as relevant.
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Once the job selection criteria have been chosen, all the lists appear first on the screen, job by job; they may be listed or sent to a file. The criteria for selecting the projects are shown in the headers of the listings.
7.10 Change of job code
This allows the code of the projects integrated in a branch to be changed. When this option is clicked, a screen appears for entering the current and new codes.
7.11 Planeco data (DACT1)

Allows the transfer of total planned production and costs data (P-11), production forecast, result, certificates, receipts (P-13), forecasted job end dates and files from planning integration to SIE.
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This operation is carried out after planning integration has finished. Entering this option from integration, having previously chosen the Range to be transferred, opens a media selector screen for sending the data either to diskette or to the hard disk if the SIE is in the same machine. This option is operational in the integration phase; it moves the data for all of the projects integrated in the relevant Range and must be carried out every quarter. In the transfer of the DACT1 temporary joint ventures, both of the replacements centre and of the x per cent, the data are retrieved from the integrated projects in the relevant Range so that these projects must be in the database being used, in the revision phase.
7.12 Management of integration copies

7.12.1 Copy Range data
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This allows copies of the integration to be made to diskette or to the hard disk, chosen with the relevant unit selector screen. If they are saved to the hard disk, the file will be saved in the \temp directory in the PLANECO main directory. 7.12.2 Restore Range data
This allows data to be retrieved from integration copies. On entering this option, a unit selector appears for retrieving the copy. The integration data copies options must be carried out in this integration section since they are not compatible with the copies of projects because they have a different data structure.
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Economic Planning 6.3. 8 Continuous revision menu
8.1 Continuous revision
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Continuous revision is an internal copy of the job in which changes may be made to all the data in the financial planning regardless of its phase (initial planning, Monitoring or revision) without affecting the data in the last official revision since it does not affect the monthly Monitorings of this. Therefore, a continuous revision allows the preparation of the revisions for January, May and September throughout the entire quarter, entering the new data when they are known (for example, when carrying out the monthly Monitorings). Thus, on reaching the dates for the official revision, it is only necessary to check for differences and then carry out a selective transfer of those to be incorporated in a short process that will allow working without delays since four months are available for carrying out the revision in place of four or five days. But the continuous revision may also be used as a simulator for showing the effect on the final result of each new hypothesis proposed, also allowing the monthly Monitorings to be obtained (official revision and continuous revision) without additional work, given that, when carrying out the official Monitoring, the continuous revision Monitoring is carried out automatically. The official revision and the continuous revision are synchronised so that when the phase is changed in the official edition, it is changed in the continuous revision. The transfer of data between the two is only possible in the revision phase since if it was carried out in Monitoring, it would alter the comparison plan of the official Monitorings. Clicking on Continuous Revision shows a drop-down menu with the options for this group.
8.2 Go to
Clicking on Go To creates the continuous revision; this option may be carried out in both Monitoring and in revision. Once the creation process has been completed, the system moves to the general continuous revision menu which includes the same options as the official revision although, for clear differentiation, the background is yellow and there is a bitmap to the right of the status line with the letters RC, also on a yellow background. From this moment, data may be entered in any screen (including in the costs: P-6, P-8, P9 and P-10). Only the legal data for the official revision may not be changed. When the continuous revision has been created, the Go To option allows the continuous revision to be changed to an official revision by clicking on it. Monitorings must always be carried out on the official revision. Once all the data have been entered and transferred and the SIE real costs are transferred, it is possible to obtain the listings for both Monitorings. Those for the continuous revision are identified by their lack of an anagram and official form name in the header. It is also possible to obtain updated revision listings (P-6, P-8, P-9, P-10 and P-11) for both the official revision and for the continuous revision.
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8.3 Delete RC
This option allows the continuous revision to be deleted at any time. Clicking on this option opens a dialogue box to confirm the deletion. Once the next revision is open (January, May or September) the selected transfer of any differences may be carried out.
8.4 Transfer data from RC to RO

Clicking on the Transfer Data from RC to RO option displays a message to start the search for differences. Clicking on Accept opens the first screen of differences between RC and RO.
All the screens have the same structure. They are divided into two windows, the upper one for the official revision and the lower one for the continuous revision. When a datum appears only in the continuous revision window, this means that it is a new datum that did not exist in the official revision. When a datum appears in both, this means that it is a modification of a datum in the official revision.
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To transfer the data from the continuous revision to the official revision, click on the button at the left of each row in the continuous revision window and then click on the Transfer icon (up arrow).
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There are Next/Previous Screen icons for moving between the differences screens. Fifteen differences checks are carried out (chapters, units, activities, direct costs, etc) so that up to 15 screens may appear. Once the transfer has finished, clicking on the Go To option moves to the official revision for starting the P-13 for passing the coherency test. Once the job is fully coherent, the data are entered for the quarterly distribution of production, result, certification and receipts, thus completing the quarterly revision process.
8.5 Transfer data from RO to RC

Sometimes, it is necessary to make new changes after carrying out the quarterly revision to avoid having to make these changes twice (in the official revision and in the continuous revision) for which the option to transfer data from RO to RC is available. Clicking on this option displays a message to start the search for differences. Clicking on Accept opens the first screen of differences between RO and RC. All the screens have the same structure. They are divided into two windows, the upper one for the continuous revision and the lower one for the official revision. When a datum appears only in the official revision window, this means that it is a new datum that did not exist in the continuous revision. When a datum appears in both, this means that it is a modification of a datum in the continuous revision.
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To transfer the data from the official revision to the continuous revision, click on the button at the left of each row in the official revision window and then click on the Transfer icon (up arrow). There are Next/Previous Screen icons for moving between the differences screens. Once the transfer has been completed, the continuous revision is prepared for carrying out the first Monitoring.
Types of planning
9.1 Projects awaiting planning

This type of job planning is used only for integration in those projects adjudicated in the final months of each calendar quarter and which, at the time of integration, do not have their planning carried out as a current job (complete or resumed). Therefore, there are no later revisions after the initial planning. The following steps are involved in carrying out this type of planning. Once the job has been entered in the projects screen, to define it as awaiting planning, enter the P-1 (A or B), filling in its data as with any type of job and select awaiting planning in the Planning Type section.
On exiting the P1 and returning to the main menu, it will be seen at that only certain initial planning options are enabled: P-4 The administrative files editor for the job operates in the same way as any other type of planning and carries out the same coherency tests with the jobs total production. P-11 The P-11 screen is used to edit all the production and cost items in euros: Production. The production at origin and the total planned production for the job are entered, broken down into firm and in progress.
Costs. The SIE origin costs are entered (either in this screen manually or by the automatic transfer of the SIE using the DACT2 option) and the pending costs in euros in all cases as well as the percentages on production in the defined cost natures. In this last case, the amounts are updated when the pending production is updated. P-12 The jobs objectives editor operates in the same way as in any other type of planning and carries out the same coherence test on the production variation of the included objectives with their associated files.
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The time distribution editor operates in the same way as in any other type of planning and carries out a simplified coherence test: Total production (P-11) with files total (P-4). Files (P-4) with included objectives (P-12).
Joint projects awaiting planning listings. Provides the following on the printer: P-1, P-4, P-11, P-12 and P-13. The rest of the options are disabled given that the job carries out its production and cost estimate in P-11. Neither are there Monitorings or continuous revision. Once the job has been integrated, at the start of initial planning, P-1 is used to change the type of planning from awaiting planning to complete or resumed. On exiting P-1, the main menu will be changed according to the chosen type of planning and the previous data will be deleted except for those common to P-1, so that the P-11 initial planning data will match those of the planned job and not those of the job awaiting planning.
9.2 Resumed projects

Resumed planning can be used in those current projects that are a group of small contracts or that have only one prices table (rehabilitation, conservation, etc). To assign a job to resumed planning, enter Legal Data (P-1A or B) and choose the type of resumed planning. On validation, the Contract icon is enabled that provides a P-1 form for each client. From this moment, the program changes the access to the applications menu so that only those screens for the resumed planning type may be used. Therefore, the following options are deactivated: In the initial or revision planning phase: P-1 (ordinarily and revision), P-6 and coherence (P-2 - P-6). In checking and continuous revision: no option is active. Therefore it will only be possible to change the jobs situation from resumed to finished.
In order to carry out a revision for a resumed job, the Open Revision option must be used, passing to the next quarterly revision. General data (P-1A or B) The operation is similar to that of a current job, remembering that the coefficients (for adjudication and Pass K) are not multiplied since the production and cost items are entered in euros. Production (P-3) This screen has a similar structure to that used in current projects but allows the entry of production to SIE origin data, updated total and current project for each chapter, including the prices revision chapter. In each case, the breakdown is carried out for firm, in progress
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and total (firm + in progress). The relevant fields can be edited (they are blank) and the amounts are entered in euros. The P-3 may be listed from the screen using the Print icon. Files (P-4) The editing of files in finished projects is exactly the same as in current projects (see P-4 in current projects). Direct cost (P-7) The direct cost is entered by activities (automatically created according to the chapters defined in P-3); the totals for each cost nature must be edited in euros. The P-7 may be listed from the screen using the Print icon. Indirect cost (P-8 and P-9) Its operation is identical to that of current projects (see P-8, P-9, P-8D and P-9D in current projects). Costs total (P-11) In resumed projects, the P-11 screen allows the editing of the costs natures of the SIE origin job (which can be edited manually or by the automatic transfer of the SIE with the DACT2 option). The editable fields are blank, and the amounts are entered in euros. In the case of costs defined as proportional to production, either amounts or percentages may be entered; this updates the amounts when the production is updated. Objectives (P-12) This allows the entry of the data for the objectives; its operation is the same as for current projects (see P-12 in current projects). The previously edited objectives may be seen on the screen. Time distribution (P-13) This allows the entry of the quarterly distribution data forecast in production, result, certification and receipts with the same criterion as for current projects. On entering this option the same coherency tests are carried out on the jobs data as for current projects, except for the budgetary units (P2-P6): Firm production with approval (P-3). Total production (P-3) with files total (P-4). Files (P-4) with included objectives (P-12).
The summary of all the distribution data entered in the program can be obtained on the printer or on the screen using the relevant icon. Joint revision for listing (resumed projects) This provides the following listings on the printer: P-1, P-3, P-4, P-7, P-8, P-9, P-8D, P-9D, P-10, P-11, P-12 and P-13 of the revision.
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9.3 Finished projects

A job is considered as finished when its undertaking has physically ended. There is a simplified planning system for this type of job although a detailed justification of the production at origin data are retained. Given the varied causes of finished projects, it is recommended that a copy of the last planning, Monitoring or revision of the job carried out when it was current be saved always. To change a current job to the unfinished situation, enter Legal Data (P-1A or B) and change the type of planning from current or resumed to finished. On exiting the screen, confirmation of the change to finished job will be requested, given that certain data on the current job (justifications of direct cost, indirect costs, etc) will disappear. From this moment, the program changes the access to the applications menu so that the user may only enter screens belonging to the finished job planning type. Therefore, the following options are deactivated: - In initial or revision planning phase: P-6, P-7, P-8, P-9 and P-10. In the Monitoring and continuous revision: no option is active. Therefore it will not be possible to change the situation of the finished job to current, since from now on the broken down information of the jobs costs will not be updated. The job will retain the log data on previous revisions. To carry out a revision of a finished job, the Open Revision option is used, passing to the next quarterly revision. General data (P-1 A or B) The operation is similar to that of a current job, remembering that the coefficients (adjudication and pass K) are not multiplied since the production and cost items are entered in euros. Justification of production in finished projects (P-2) The production editor in finished projects includes the total production of each budgetary unit, firm and in progress, and the production at origin, broken down into firm and in progress items per project, by reformed, settlement and others. By default, when the job passes to finished, it collects all the data for the units in the last update carried out when it was current. This editor allows new chapters and units to be created. It also includes an option for passing the handling of each unit to firm and total approved, both in origin and in planned total.
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This screen allows the printing of the listings of production justification (RVPs) by units, chapters or totals, with the possibility of editing the dates on which the listings were issued. Production (P-3) The structure of the screen is similar to that used for current projects. The production by chapters (origin, pending and total, firm and in progress) is obtained from the budgetary units of which they consist. The P-3 can be listed from the screen using the Print icon, both summarised and broken down into sub-chapters, if there are any. Files (P-4) The editing of files in finished works is projects is exactly equal to that in current projects (see P-4 in current projects). Costs total (P-11) In finished projects, the P-11 screen allows the editing of all of the cost natures in a job, both at SIE origin (which can be edited manually or through the automatic transfer of the SIE with the DACT2 option) and the pending costs. The editable fields are blank and the amounts are entered in euros. In the case of costs defined as proportional to production, either amounts or percentages may be entered, which recalculate the amounts when the production is updated. Objectives (P-12) Enter the data on the objectives, with an operation that is the same as for current projects (see P-12 in current projects). The previously edited objectives may be listed from the screen. Time distribution (P-13) Allows the entry of the data on the quarterly distribution forecasts in production, result, certification and receipts, with the same criterion as for current projects. On entering this option, the same coherency tests are carried out on the jobs data as for current projects, except for the budgetary units (P2-P6): Firm production with approval (P-3). Total production (P-3) with files total (P-4). Files (P-4) with included objectives (P-12).
The summary of all the distribution data entered in the program can be obtained on the printer or on the screen using the relevant icon. Joint revision for listing (finished projects) This provides the following listings on the printer: P-1, P-3, P-4, P-11, P-12 and P-13 of the revision.
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9.4 Closed projects
A job is called closed when the measurement of receipt is fixed regardless of the measurement really carried out. To define a job as closed, enter P-1 and select Closed Measurement Type. This means that the application will treat all the chapters and all the budgetary units as closed. To treat only some chapters as closed (and, therefore, all the budgetary units in them), enter P-2 or the chapters tree screen and select Closed Chapter Type. From this moment, there is an important change in the operation regarding projects with open measurement due to the existence of units with a different measurement for production and for cost, which requires different handling of the P2-P6 coherence. The coherence screen shows a K for P2/P6 adjustment which, once validated by the user, marking the button to its right, allows working only with the measurement for cost (P6), the application automatically calculating the relevant production using the adjustment K.
9.5 Merger of projects
In order to be able to work more suitably in very large projects, allowing the aggregation of data of partial projects to the main job, a merger of current projects facility is provided. The merger is created in one of two ways: Creating a new job and defining it as merger job type and complete planning type in the Legal Data menu. Entering the Data, Job Merger, Create Merger Job section from the main menu. This opens a screen for defining the jobs code and name and whether the merger is of current or finished projects.
In the job defined as merger, activate the Projects Merger menu option. Clicking on this option opens a screen showing all the current projects in the planning database. To merge the projects, activate the relevant check box and click on the confirmation icon.
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The merger of current projects has the following properties: The merger job and the projects merged in it must be in the same phase (revision or Monitoring) and in the same month so that the operation is correct. In the case of merging external temporary joint ventures, is not necessary that they have the same percentages; in this case, the merger job has its own internal centre. It is possible to work in the same phases of a current job (initial planning, Monitoring, revisions) on the basis of the merged projects relating to production and direct cost and in the data of the merged job for the indirect costs, other indirect costs and structure costs. The merger of projects may be carried out from the start (merging projects from initial planning) or with projects already under way (in the revision phase, different to the initial one). Legal data: the legal data for each of the merged projects appear in the job merger, allowing their alteration in the Legal Data menu for the job merger, with an operation that is similar to the contracts for projects with resumed planning. Production and direct cost: each merged job creates a chapter and an activity in the job merger, the amounts of which are, respectively, those of the merged projects. The specific chapters and activities (IN, RV, Activity 999, production by a change of prices) is obtained in the merger job as the sum of the equivalents in the merged projects. This process is shown in the summary listings for the phases P-3, P-7, P-11, Prodcap, Prodact, Resprod, S3. The unitary breakdowns of production and direct cost may also be listed in the merger job. Rest of costs: indirect, other indirect costs and structure cost: the operation is similar to that of any current job, allowing its creation or changing in the merged job itself. These data are also retrieved from the merged projects.
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Rest of options: transfer of data, integration, have a similar operation to that of current projects.
Likewise, in order to retain most of the data of the merged projects at the end of the financial year, the merged job is defined for finished projects. To create the merged job that will retrieve the data of the merged projects, it is defined as such in the general data menu, in the job type fields (current, finished or merger) and planning type (finished). In the job defined as a merger, the Projects Merge menu option is activated. When this option is clicked, a screen is displayed showing all the finished projects in the computers database. To merge the projects, activate the relevant check box and click on the confirmation icon.
The merger of finished projects has the following properties: Legal data: the legal data for each of the merged projects appear in the job, allowing their alteration in the General Data menu for the job merger, with an operation that is similar to the contracts for projects with resumed planning.
Job production (P3): each merged job becomes a chapter of the merger job and the chapters of the merged projects become sub-chapters of this job. The editing of production data (entries, deletions, changes, queries) is carried out from the units editor, with a structure that is similar to that of finished projects. - Files and objectives: the job merger includes all the files for the merged projects except in the case of adjudication files, 98 and 99, which are summed. The same process is followed with the objectives. In both cases, files and objectives are renumbered, the original numbering being lost.
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-
Production, cost and forecasts (P-11 and P-13): the merger job sums all the data from the origin projects, with the possibility of changing them if necessary with the same operation as for finished projects, by editing the data directly in the respective screens.
10 Miscellaneous
Other options in the Planeco application are:
10.1 RVP listings

The RVP (valued production relationship) listings cover the need of externally justifying the projects production with a breakdown in firm and in progress items that is different to the FCC internal one. These listings may be obtained in the Data - Reports section (joint listings).
10.2 Conversion of back-up copies

The general copies of the database and the copies of projects and integrations from any previous version must be converted to version 6.2. Click on the relevant icon to open a medium selector. On accepting the relevant one (diskette or hard disk), the program automatically converts the general data copy or the copy of the job or integration Range to the latest version of Planeco. This operation is essential for converting the back-up copies from versions prior to 6.2.
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10.3 Installation on a local network
For those company centres in which there is a local network (on site, branches or central services) there is an option that can be installed to allow the shared operation of Planeco so that only one set of data is used (in the computer used as the Planeco server) to which various users on the local network have access (working as Planeco clients). The installation process is as follows: Server There must be a complete branch installation of Planeco in the server. The directory in which Planeco is installed must be shared with full access (password highly recommended). Client The client machine must be connected with the server. Carry out the branch client installation. During this installation, the user will be asked for the name of the server and for the letter of the unit assigned by the files administrator to that connection. Once the installations have been made, the Planeco application may be used from both the client and server equipment.
10.4 Recovery of budgets
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10.4.1 FIEBDC format
In initial planning, once the P-1 has been edited and the work has been defined as a complete planning, the jobs budget may be imported in FIEBDC format (Standard Building Database Exchange Format, described in the Web site www.fiebdc.es) which allows the budgets for the job to be retrieved from most commercial budget programs. When the conversion has been carried out, the initial budget is obtained for the job with the firm measurement equal to that of the approved project and, optionally, if required, the long description of the budgetary units for including in certificates. Optionally, the breakdown of budget costs may also be imported. In this case, the activities are similar to
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the jobs chapters and the direct cost of the units is justified with the broken-down prices for the job in FIEBDC format.
10.4.2 FCC format
In initial planning, once the P-1 has been edited and the work has been defined as a complete planning, the jobs budget may be imported in PRESTO format ( budget programme used in job studies). The coding of data in PRESTO must be as follows: chapters and sub-chapters to (up to 10 sub-levels): numeric with two digits. Once the conversion has been carried out, the initial budget is obtained for the job with the firm measurement equal to that of the approved project.
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Economic Planning 6.3. 11 Certification menu
11.1 Open certification
This option provides access to the certifications module. The screen shows the number and date of the certificate, regardless of the date and phase of the jobs planning. To facilitate the work, the monthly measurement of the last Monitoring for the job may optionally be imported.
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11.2 Legal data for certification
By default, the legal data used by certification are those defined for the job in P-1. They may be modified using this screen, which also allows the retention to be defined as before after VAT.
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11.3 Measurement of budgetary units
This option opens the certification editor. The operation of the editor is similar to that of P2 - it allows the following data to be created or changed: New units (not included in P2).
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Changing of data for each unit: certification code, long description (which may be imported in FIEBDC format), material undertaking price, current and previous measurement at origin.
11.4 Certification reports
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Allows the following listings to be shown on the screen, printed on the printer or exported in PDF format: Certification by budgetary units in the month, at origin or both (complete).
CertifCapCompletaSubCap.pdf CertifCapMesSubCap.pdf CertifCapOrigenSubCap.pdf Summary by chapters in the month, at origin or both (complete).
CertifUPCompletaSubCap.pdf CertifUPMesSubCap.pdf CertifUPOrigenSubCap.pdf
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11.5 Exporting of certification data
Given that different types of certification listings may be presented, there is an option to export data in text format. When this option is chosen, the data on the chapters and units are exported in text format to the temp directory in the Planeco32 directory containing the application. The files are of text type with the field names in the header.
12 Broken down prices menu
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12.1 Broken down prices
In order to improve the control of direct cost in chapters, activities and units for specific projects, it is possible to obtain the cost of the units or activities through broken down prices, created from elemental broken down prices according to the SIE cost natures. Likewise, given that most of the direct cost is in the materials natures, sub-contractors and industrial, and almost without a breakdown of prices, the justification of costs is facilitated by entering them by suppliers to obtain the broken down prices and grouping by contracts.
12.2 Suppliers
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This screen allows the creation of suppliers and the definition of the contract, that is, which part of the job (activities, costs natures and budgetary units) is contracted with a supplier. Once the supplier, activity and cost nature have been chosen, the activity units screen is displayed for defining the relevant elemental price. At the end of the process for a supplier, the cost of the units contracted with the supplier will have been defined with the forecast consumptions of elemental prices by suppliers and activities. The associated report is the following: Proveedores.pdf
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12.3 Elemental prices
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This option allows the creation of elemental prices. The coding is of the XXyyy type, where XX is the cost nature (defined on the screen) and yyyy is the alphanumeric code of the elemental price. Existing suppliers may also be assigned to the elemental prices. The associated report is the following: PreciosElementales.pdf
12.4 Elemental prices/budgetary units
This option allows the querying of the elemental prices associated with the budgetary units, by activities and cost natures.
12.5 Importing prices from another job
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This option allows the importing of suppliers, elemental prices and broken down prices for the current job from two sources: From another job. Enter the code of the origin job on the screen and mark the required options: import suppliers, elemental prices or broken down prices. If the importing of broken down prices is chosen and accepted, a screen opens for defining the units and activities in both the origin and destination to import the broken down prices. From a text file. The process similar is similar to that of the previous case. The importing formats are: Text file formats for importing: 12.5.1 Suppliers.txt Four data items are imported in this order using the pipe (|) as a field separator and with the following format: Job code Code with six digits Division (1 digit) branch (2 digits) job (3 digits). Supplier code Has a maximum size of 4 positions. Supplier identity Maximum size 11 characters. Supplier description Maximum size 30 characters. 12.5.2 Prices.txt
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Six data items are imported in this order using the pipe (|) as a field separator and with the following format: Job code Code with six digits Division (1 digit) branch (2 digits) job (3 digits). Type or nature of cost (MO, MA, MT, IE, MP, SC, SB, TC, IN) 2 alphanumeric positions MO: labour MA: external machinery rental MT: materials IE: special installations. MP: own machinery SC: Safety and quality project SB: sub-contractors TC: costs transfer IN: industrial Elemental price code Must have a maximum of five positions XXXXX. Description of elemental price Maximum size 40 characters. Code of supplier supplying the elemental price Maximum 4 positions. This is the relevant supplier code. Elemental price Contains the value of the elemental price to be imported. Must be in euros and with two decimals. 12.5.3 Breakdowns.txt Six data items are imported in this order using the pipe (|) as a field separator and with the following format: Job code Code with six digits Division (1 digit) branch (2 digits) job (3 digits). Activity code Integer type. External budgetary unit code. Maximum of 33 positions. Type or nature of cost (MO, MA, MT, IE, MP, SC, SB, TC, IN) 2 alphanumeric positions: MO: labour MA: external machinery rental MT: materials IE: special installations. MP: own machinery SC: Safety and quality project SB: sub-contractors TC: costs transfer IN: industrial Cost code Must have a maximum of five positions XXXXX. Quantity Maximum 3 decimals.
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Coefficient Maximum 4 decimals.
12.6 Retrieval of stored data
This option allows the importing of suppliers and prices of articles from the stores application used in FCC Construccin. On entering this option, a screen appears requesting a stores job code, which must exist in the stores database. On accepting, the suppliers and articles for the chosen work are imported, these being defined as a elemental prices for materials: MTyyyy.
12.7 Listings of broken down prices
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The following listings may be obtained once the elemental prices, suppliers and broken down prices have been defined: List of elemental prices. PreciosElementales.pdf List of suppliers. Proveedores.pdf Percentage of contracted direct cost: listing that shows which part of the job is contracted, that is, the costs justified using elemental prices from a supplier. The listing shows the contracted amounts and the percentage of the direct cost of the total. PorcentajeContratado.pdf In the initial planning or revision phase: D1: Detailed forecast of consumptions by units and activities. D2: Summary of forecast of consumptions by units and activities. P7 Breakdowns. D3: Total forecast of consumptions by elementary prices: total by job, by activities or by suppliers. The associated reports are the following: P29-D1_B.pdf P29-D2.pdf P29-D3_Act.pdf P29-D3_Obra.pdf P29-D3_Prov.pdf In Monitoring phase: S2 Breakdowns. DS1 job: forecast at origin of consumptions: total, by activity and by suppliers. DS2: Monthly forecast of consumptions: total and by suppliers. The associated reports are the following: P29-DS1_Act.pdf P29-DS1_Obra.pdf P29-DS1_Prov.pdf P29-DS2.pdf P29-DS2_Obra.pdf P29-DS2_Prov.pdf S2_Descompuestos.pdf
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13 Help menu
13.1 Help
Clicking on this option displays the help index on the screen. Double clicking on a section provides direct access to this help area.
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Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

The icons in general use are:

Economic Planning 6.3.

Add (Alt + N):

Change (Alt + M):

Change and add data.

Delete (Alt + B): left of each row.

Delete selected data by clicking on the button to the

Print (Alt + I): Print the relevant list or graphic.

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Accept the last row of data.

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Cancel the last row of data.

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Economic Planning 6.3.

Economic Planning 6.3.

2.1 General concepts

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Economic Planning 6.3.

2.2 Legal data (P-1A or P-1B)

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Dates: definitive adjudication and contract. P29-1A.pdf 2.2.2 In private client

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

2.5 Copies management

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Copy projects with another code

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

2.6 Compact database

Economic Planning 6.3.

3.1 Analysis (P-0)

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Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

4.1 Production (P-2)

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Economic Planning 6.3.

Economic Planning 6.3.

4.2 Production totals (P-3)

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4.3 Files (P-4)

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4.4 Direct costs (P-6)

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Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.

Economic Planning 6.3.