Insert Local Calculation Element
Local calculation elements are those calculation elements that have no link to the master data. You add local calculation elements by creating and inserting them directly in the calculation or by copying and pasting them as copies of global templates.
You can directly create new local project elements in the ribbon via the Insert tab, Local resources group or via the Resources group based on global templates.
Insert Local Calculation Element Using the Edit Tab
Insert Local Calculation Element
- You are logged in as a Calculator.
- You are in the Calculations workspace.
- You are in the Structure view.
- In the Structure view, select the calculation element under which you want to insert the local calculation element. (Insert position)
- In the ribbon, click on Edit ► Insert ► Insert new local <calculation element you want to insert>.
In the Edit tab, the possible calculation elements you can insert at the selected position are displayed as activated.
- In the Details view, enter values for the local calculation element.
These values are only valid and visible in this calculation.
Insert Local Calculation Element Using a Copy of a Global Template
Insert Local Calculation Element
- You are logged in as a Calculator.
- You are in the Calculations workspace.
-
Run a query to find the global template on whose basis you want to copy and paste the local calculation element.
Run Query on Calculations
- In the Explorer ► Queries, click on ► in front of SC Calculations.
You can run queries for the following calculation groups:
- Overhead Rate Calculations - CSW - Ordered by Label
- Overhead Rate Calculations - CSW - Ordered by Modification Date
- Overhead Rate Calculations - Versions
- Should Cost Calculations - CSW - Ordered by Label
- Should Cost Calculations - CSW - Ordered by Modification Date
- Should Cost Calculations - Versions
- Should Cost Calculations - Versions - Exportable
- Click on a calculation group whose calculation you are searching.
A new »Query: <Calculation>« tab opens where you can set query parameters.
- Define your query parameters.
- Click the Run button to run the query.
All calculations found for the selected calculation group are displayed in the Result view.
- In the Explorer ► Queries, click on ► in front of SC Calculations.
- Select a global template that you wish to insert as a local calculation element from the result set.
- Click in the first empty field in front of the global template to drag and drop it into the insert position while pressing CTRL ( appears).
The copy of the global template is inserted as a local calculation element.
Alternative: to step 3
- Right-click on your selection ► Copy.
or CTRL + C
- In the Structure view, select the calculation element under which you would like to insert the calculation element from the master data. (Insert position)
- Right-click on Paste Special ► Paste As Copy.
or CTRL + ALT + V.
The copy of the global template is inserted as a local calculation element.
There is no link to the master data. All values and changes to this resource are only valid and visible locally in the calculation.
Make sure that the cursor shows this icon:
Insert Local Calculation Element in the Structure view
Insert Local Calculation Element
- You are logged in as a Calculator.
- You are in the Calculations workspace.
- You are in the Structure view.
- In the Structure view, select the calculation element under which you want to insert the local calculation element. (Insert position)
- Right-click on the element ► Insert New ► <Local Calculation Element which can be used>.
- Click on your selection.
The local calculation element is inserted.