Quantities Register

What are Lot Quantities and Floating Quantities?

Lot Quantities

Lot Quantities are quantities with a Lot reference that are linked to items in the Payment Schedule , that can then be used to compile a Progress Claim based on the lot status, including with a percentage complete for work in progress.  These are usually added using the related items panel in the lot register and are the way nearly all quantities are added in CivilPro.

Floating Quantities

Floating quantities are quantities that do not have a Lot reference as they are used for claiming items that are not linked to the progress of a lot. They are defined with an item description such as Preparation of Environment Management Plan, Site Office Provision, etc. and can be used for the progress claims of items outside work lots. For example, on a 10- month contract, you may create a new floating quantity each month of 0.1  for Site Office Provision and claim 100% each month. Alternatively, you could have a single quantity of 1 and just update its percent complete 10% each month.  

What is the purpose of Quantities Register ?

While lot quantities are usually added from the Lot register, both lot quantities and floating quantities can be added from the Quantities register. Floating quantities will be added and their percentage complete statused from the quantity register. 

How are Quantities related to Progress Claims?

The amount for each quantity that will appear in the progress claim is called the Effective Quantity. The Effective Quantity is derived from the Quantity you enter when you create the Lot Qty or Floating Qty using the following formula :

Effective Quantity = Quantity * Eff. % Complete * RPF * NC 

Understanding what the terms mean:

Effective % Complete

• Lot Quantities – equals the Lot % complete by default. The Lot % complete is always 100% for Conformed or Guaranteed Lot Quantities, but is 0% by default for open lots. Generally, the % complete for lots is set by the lot % complete in the lot register. You can override individual lot quantity % completed values by editing them directly. When this occurs, it is coloured orange. To return to the lot % complete, select one or more quantities and use the Revert to Lot % Complete from the context menu.
• Floating Quantities – is the value entered by the user. Floating % complete values are coloured orange, just like overridden lot % complete.

RPF – Reduced Payment Factor

This is used where a quantity is accepted at a reduced level of service. For example, if a concrete footpath was specified at 25MPa concrete, but was installed at 20MPa, the client may decide to conditionally accept it, but only for  5% discount. In this case, you can set the RPF to 95%. The RPF is 100% by default. You can view the RPF column by using the View => Eff. Qty Calcs option from the context menu, or by using the column chooser to select that column.

NC – Non Claimable

You may want to track a quantity (e.g. for testing), but not have it show on your progress claim. An example of this may be a stockpile quantity where you are paid for the installed material only, but need to track quantities in stockpile for QA purposes. In this case, you can mark a quantity non-claimable. This prevents it from being shown in the progress claim. You can view the NC column by using the View => Eff. Qty Calcs option from the context menu, or by using the column chooser to select that column.

How to Set Up?

Assign Quantities to Lots / Add Floating Quantities

Assign Quantities to Lots / Add Floating Quantities (D)

Tips for Users 

• Learn how to status Quantities – see Statusing Quantities / Statusing Quantities (D)
• Use the ‘View” tab on your menu bar to quickly load additional views to your register, for example, Eff Qty. Calcs and Approval Details.
• The % complete columns for Lot Quantities are updated automatically based on the Lot % completed values from the Lot Register. However, in some exceptional cases, these can be overridden manually and when that happens, the Quantity item will be coloured orange on the register.  (To undo the override and go back to Lot % complete, right-click on the register and select "Revert Percentage complete to Lot Percentage"). See “Statusing Quantities – 5”.