Insert Global Calculation Element

Global calculation elements are elements with a link to the master data. This link is referred to as a reference. You can recognize references by the red arrow (), e.g. machine reference .

You can update referenced calculation elements of global templates at any time using the master data update.Closedsee Synchronize Master Data

By inserting a global template to the calculation, defined properties are included. This enables you to quickly set up a calculation structure and reuse data.

Calculations workspace:

In the ribbon, you can find global calculation elements using queries in the Edit Tab and insert them into the calculation structure.

Note

When you click on machines or materials in the Edit tab, the query for company-own master data opens by default.

Insert Global Calculation Element

  1. In the Structure view, select the calculation element under which you would like to insert the calculation element from the master data. (Insert position)
  2. In the ribbon, click on Edit ► Insert ► <Calculation element from master data>.

    In the Edit tab, the possible calculation elements you can insert at the selected position are displayed as activated.

    You can insert the following calculation elements as global calculation element:

    • Commercial Measures
    • Fixtures
    • Machines
      • Company own machines
      • FACTON Benchmark Machines
    • Materials
      • Company own materials
      • FACTON Benchmark Materials
    • Special Direct Costs
    • Technical Measures
    • Tools
    • Work Steps

    A tab with a respective query for the global calculation element opens.

  3. Define your query parameters.
  4. Click the Run button.

    All results are displayed in the Result view.

  5. Select a calculation element from the result set.
  6. Click in the first empty field in front of the calculation element and drag & drop it ( appears) into the insert position.

    The global calculation element is inserted.

Alternative: to step 6

  1. Right-click on your selection ► Copy.

    or CTRL + C

  2. In the Structure view, select the calculation element under which you would like to insert the calculation element from the master data. (Insert position)
  3. Right-click on Paste Special ► Paste As Link.

    or CTRL + ALT + V.

    The global calculation element is inserted.

Hint

You can also search for and copy several data sets in the Master Data workspace and insert them into the calculation as a link.

Further Information
Hint

If you want to reuse a global calculation element that has already been inserted (e.g. the same machine, since the investment costs are only to be included once in the calculation), you can insert them as follows:

Reuse Global Calculation Elements Multiple Times

  1. In the Structure view, select the global calculation element you wish to reuse.
  2. Click in the first empty field in front of the calculation element and drag & drop it.
    1. while pressing ALT to insert the global calculation element again as Link (see Insert Global Calculation Element).

      The mouse cursor displays the following icon:

      or

    2. CTRL to insert the global calculation element again as Copy.

      The mouse cursor displays the following icon: