Integrate Total Project Logistics (TPL) into maestro*
Estimate or Financial project follow-up Structures
The financial and budget structure of a project monitored by maestro* differs from the structure used to define the costs during the estimating process. When doing an estimate, the project is structured according to the client’s demands, usually based on progress billing articles, and it is a lot more detailed than the financial structure where costs of the same nature are standardized and grouped together.
Let’s say a hydraulic excavator is required for the whole duration of the project. During the estimate, we’ll write on the progress billing how long every article has been used or the duration of every activity. For the financial structure, all this information will be put together in a single activity, “Hydraulic Excavator Costs” for instance. This activity will include all operating costs like the fuel consumption, the operator’s wage, maintenance and repairing costs, etc.
For the budget estimated by maestro* to be transferred, a link between the structure used for the project’s estimate and the one for the financial follow-up has to be established from the option RBS Association in the estimating module of Total Project Logistics.
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Equivalences can be established between Total Project Logistics and maestro*. Refer to Total Project Logistics’ documentation for more information. |
Steps
When the financial structure is associated with the project, results can be transferred directly in maestro* by following these steps:
- From the financial structure, press and release the button on the right side of the mouse, and click on the Export option. In the Importation and exportation assistant window, select the Maestro format.
- Click on Configuration management .The Maestro group configuration window opens. Select the desired Maestro group configuration, then click OK.
- Select the financial structure to be exported in the Display Structure dropdown menu. Click Next.
- Select the checkboxes of the data to be exported. Click Next.
- Open maestro* to define the connection settings.
- Click the Help icon, then the About… option. The Maestro window opens.
- Click Properties… in the lower-right corner of the window. The window File Information opens.
- Retype the information from the Web Server section of the File Information window in the three first fields of the Importation and exportation assistant window.
- In maestro*, click on the Configuration icon, then on the Modify company settings option. The Modify Settings window opens.
- Enter the name written in the Tag field of maestro*’s Modify Settings window in the Database field of the Importation and exportation assistant window.
The Username and Password fields of the Importation and exportation assistant window do not concern anyone other than maestro* users who are granted access. A generic user account can be created to start up a project and transfer the budget.
- Click Next in the Importation and exportation assistant window. The project will automatically be created in maestro*.
- In maestro*, open the Project Management option. Click on one of the activities in the Activities and budgets tab to see these fields:
- Code
- Description
- Activity Type
- Unit
- Budget
- Quantity
