Overview of Module & Station Structure

Modified on Sat, 13 Jul, 2024 at 2:49 PM

Introduction

The proposal structure is a hierarchical structure of modules and stations within the proposal. You start with the root of the proposal, which does not yet contain any modules/stations. From here, you can start breaking the proposal down into smaller parts using modules, stations, and substations (modules, stations, and substations are the default names of the components, but these can be renamed if different names are preferred). 


This is used to design the structure and track the cost of the proposal through parts, labour, subcontracts, and any additional expenses required to complete the project. This information is then collated and used to generate the financial breakdown of the entire proposal, which can be seen in the top right-hand corner of the proposal page.


Each station represents a section of the project. You can generate the parts, labour, and subcontracts needed to complete work at each station inside.


Modules are used to group stations. You can create stations in each module to fill in the abovementioned details.


You can also generate details for the module level for labour, sub-contracts, and expenses.


At the root of the proposal, you can also add processes, sub-contracts, and expenses.

Modules & Stations

The image below shows modules and stations on the [Modules] tab.

Add Modules and Stations

You can create a module or station from the [Modules] tab by clicking on either the [+Module] or [+Station] button. 


When you do so, the following form is displayed. The image below shows the "Add Module" form; the "Add Station" form is identical.


Once you fill out the form and click [Add], the module/station will be created. Below are the descriptions of the fields on the form.

FieldDescriptionNotes
Copy From Existing ModuleClicking this will reveal 2 additional fields: Proposal and Module. This allows you to copy a module or station from an existing proposal instead of creating one from scratch. Selecting a proposal will update the "Module" list with the modules in that proposal. You can copy a module to this proposal by selecting it.
ProposalThe proposal the module or station you want to copy belongs toOnly appears if the "Copy From Existing Module" button is clicked
Module/StationThe module or station you want to copyOnly appears if the "Copy From Existing Module" button is clicked
TitleThe title of the module or station 
DescriptionA description of the module or station 
QuantityNumber of identical modules/stations 

 

Edit Modules and Stations

Once you create a module or station, a widget on the screen represents it. This widget allows you to edit the module or station. Below, we will go through the options available.

Quantity


This allows you to edit the quantity of the module/station. If there are multiple identical modules/stations in the proposal, you should increment the quantity instead of creating a separate duplicate.

This can be done either when it's added or by using this widget. Click the plus or minus buttons. This causes all costs to be multiplied by the quantity field.

Re-ordering


Clicking and holding down the left mouse button on this icon allows you to drag and drop a module or station to change the order in which they appear on the proposal.

Add and Remove Image


This circle is a space on the widget allocated for the module/station image. Clicking the "+" button lets you add an image to the module or station. 

If an image already exists, you can click on it to view a larger version. 

Click the "X" button next to the "+" to remove the image.

Editing


This button allows you to edit the details of the module or station. A form will open with the same fields as when adding.

Copy

This button will create a complete copy of the module or station and add it to the same level as the copied item. The only value that isn't copied is the Quantity, which is always set to 1.

Move (Station only)


This button brings up a window that allows you to move the station either to a different module or to the root of the proposal.

Copy and Move (Station only)


This button brings up a window that allows you to create a copy of the station and select the location to which the copied module/station should be added.

Delete


This button will permanently delete the module or station, including all the details. If a module is deleted, all stations within it will also be deleted.

Cost breakdown


At the bottom of each widget, you will see this line of financial information.

This represents the total external cost, total internal cost, and profit margin. The figure in parentheses is the cost for the module/station multiplied by its quantity. 

A detailed breakdown is displayed if you click the arrow on the right.


Module and Station Detail

If you click on a module/station, it will open to show the detail within. The first thing displayed is the detail of the module/station described in the table below.

FieldDescriptionNotes
TitleTitle for the module/station
DescriptionShort description of the module/station
QuantityThe quantity of this module/station
This allows for the use of multiple identical modules or stations. All costs and pricing within these modules or stations will be multiplied by the quantity.
DetailA more in-depth description of the module/station
Image captionTitle of module/station image
ImageImage representing the module/station

Station Parts

This grid contains all the parts that are required to assemble the station. 

FieldDescriptionNotes
Sub-StationThe sub-station this part belongs toYou can use this field if you need a station broken up into further sub-stations.
Part NumberThe part number
DescriptionShort description of the part
CategoryThe category of the part
Units RequiredAmount of units required to make 1 of this station
Item PricePrice per unit
TotalPrice of all units
Total Incld. ContingencyPrice of all units with contingency appliedContingency is set in the Detail of the station and is applied to all parts within the station.
MarkupThe markup percentage for this partThis is taken from the "Markups" grid in the [Rates] tab and is read-only unless "Use Custom Markup" is checked.
Use Custom MarkupThis should be checked if you want to overwrite the "Markup" field with a custom value.When this is checked, the "Markup" field becomes editable and can be overwritten with a custom value.
Incld. Markup And Cont.Total Price of all units with markup and contingency applied.
Show On Print OutWhen ticked, this record will appear on printouts of the proposal.

Proposal Processes

This grid contains all labour performed on the proposal, module, or station level.

FieldDescriptionNotes
ProcessThe process being performed
DescriptionShort description of the process
HoursAmount of hours to perform
Contingency HoursHours to add in contingency for this process
Internal RPHThe internal hourly cost of this process
Employee LevelThe level of experience of employees who will work on this process
External RPHThe external rate per hour of this processThis is taken from the "Chargeout Rates" grid in the [Rates] tab and is read-only unless "Use Custom RPH" is checked.
Use Custom RPHIf you want to overwrite the "External RPH" field with a custom value, this should be checked.When this is checked, the "External RPH" field becomes editable and can be overwritten with a custom value.
Internal TotalTotal Internal cost of all work being performed on this process
External TotalTotal External price of all work being performed on this process
External Contingency TotalTotal External price with contingency added.
MarginPercentage margin between internal cost and external pricing
NotesAdditional notes

Sub Contracts

FieldDescription
Include On ProposalNot implemented yet
Show As ProcessNot implemented yet
ProcessThe process performed by a subcontractor
DescriptionShort description of the process being performed
Units RequiredAmount of units required
Item PricePrice per unit
TotalTotal price of all units
MarkupMarkup in percentage for this record
With MarkupTotal price of all units with markup applied

Expenses

FieldDescription
DescriptionShort description of the expense
Internal CostThe total internal cost of this expense
External CostTotal external cost of this expense
Include On ProposalNot implemented yet

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