General Conditions Screen

Updated on 02 Aug 2023
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The General Conditions screen allows you to apply existing general conditions templates to a work order estimate and to customize the general conditions to the work order. This screen is displayed when you click the Add General Conditions option or the Adjust General Conditions option from the Options menu of the Estimate screen.

The screen elements on the General Conditions Template screen are described in the following table.

Screen Element	Description
General Conditions Template	The drop-down list allows you to select a general conditions template to base general costs for the work order. General conditions templates are defined in Admin from the General Conditions Search List screen.
Total Estimated Hours	Read-only. Shows the total estimated hours based on the estimate for the work order. This value does not include the extra time required to fulfill the general requirements.
General Conditions Hours Per Day	Read-only. General condition items whose unit value is “Hours Per Day” add a specified number of work hours to each worker daily. For example, if this number shows 1.25, all crew members will spend 1.25 hours performing the general conditions task daily. So, two crew members spend 1.25 hours on a task, totaling 2.50 man-hours. This is calculated based on the sum of the amount fields for all items whose Units value is set to “Hours Per Day.”
Crew Size	Specifies the average number of crew members expected to work each day for the job duration. Please note that the default value that appears in this field will be 2.
Total Working Hours per Day	It defaults to 8 hours. You can specify the number of hours that the entire crew is expected to work on average throughout the job. This value is used to calculate the Remaining Hours Per Day.
Remaining Hours Per Day	Read-only. Calculated by subtracting General Condition Hours Per Day from Total Working Hours. Specifies the hours the crew will work on the tasks represented by the estimate, excluding general conditions.
Total Days	Once hours added by the general conditions have been accounted for, this field shows the number of calendar days required to complete the job. This field is recalculated when any of the following fields change: Amount field for items with a unit type value of Hours Per Day Total Hours Per Day Crew Size When total days are calculated, the value is always rounded up (i.e., 5.3 days 6 days).
General Condition Items Section	Provides a list of items whose cost will be distributed proportionally (based on estimated hours) across all opportunity services in the estimate.
Item Name	Read-only. Name of item from the Item Catalog. Initially populated from the selected general conditions template. Also populated when new lines are added on-the-fly to the general conditions.
Type	Read-only. Type of item from the Item Catalog.
Amount	Specifies the quantity or amount of the item to be applied based on the Unit used to calculate the Extended Cost. This field initially defaults to zero.
Factor	Multiplication factors were initially established in the general conditions template. This value will typically be set to one (1).
Units	The dropdown provides three options for specifying how the cost for the item will be calculated. Options are: Hours per Day – Specifies that the value specified in the Amount field represents the hours required for the whole crew to perform the task. Hours entered in the Hours field will reduce the daily working hours and could increase the estimated working days. Hours per day also need to calculate the estimated cost per hour as follows: Amount X Factor X Total Days X Unit Cost. Qty per Day – This does not impact the working hours available daily. The day is the value calculated for the Total Day field. For this unit type, the extended cost is calculated as follows: Amount X Factor X Unit Cost X Total Days. Fixed Amount – This does not impact the working hours available per day. For this unit type, the extended cost is calculated as follows: Amount X Factor X Unit Cost.
Unit Cost	This represents the unit cost for the item. Note that for lines with the unit type of Hours Per Day, this is the unit cost per hour for all crew members to perform the associated work, so it will be necessary to multiply the average hourly rate per crew member by the number of crew members required to do the work to enter the appropriate value.
Extended Cost	Read-only. Calculated as described under Units. When the general conditions are saved, these costs are proportionally added to the costs for the opportunity services in the estimate based on the relative number of hours estimated for each opportunity service.
Delete Item	Clicking this deletes the item from the general conditions for the estimate. It does not affect the template from which the general conditions were added. When you click this icon, Aspire displays a confirmation allowing you to designate whether to proceed.
Select a Catalog Item	This drop-down shows a list of catalog items in the same way as the Estimate screen. Selecting an item from the list adds a new item to the general conditions list. The newly added item has the amount and unit price fields defaulted to zero.
Save	Saves changes to the general conditions and returns to the Estimate screen.

Changes applied to the General Conditions screen under the estimate only update the general conditions for the opportunity. They do not affect the original general conditions template.

If the estimate is read-only because the estimate is complete, then all the controls on the General Conditions screen are disabled. The general conditions will be read-only.

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General Conditions on the Estimate Screen