Smartsheet Change Register#
Column Summary#
Title | Brief Description |
---|---|
Activity Contingency % | The amount to markup the activity. % to be applied. Do not populate unless the markup for a specific item differs from the default set in the Sheet Summary. |
Activity Expense Markup | The amount to markup the expense. % to be applied. Do not populate unless the markup for a specific item differs from the default set in the Sheet Summary. |
Activity Expense Type | Select from standard expense types, or to enter a custom expense amount type a value in the form "$xx - Description of Expense" (description is optional but you must include the hyphen). |
Activity Expense Unit Cost | Indicates the cost per unit of the expense. |
Activity Expense Quantity | Indicates the quantity amount of the expense. |
Activity Labour (hrs) | The calculated number of hours required for the task. |
Activity Labour Rate ($/hr) | The activity labour rate for the task. |
Activity Lump Sum Expense ($) | |
Activity Lump Sum Labour ($) | |
Activity Lump Sum Procurement ($) | |
Activity Lump Sum Total ($) | |
Activity Reimbursable Expense ($) | |
Activity Reimbursable Labour ($) | |
Activity Reimbursable Procurement ($) | |
Activity Reimbursable Total ($) | |
Activity Procurement Markup | The amount to markup the procurement. % to be applied. Do not populate unless the markup for a specific item differs from the default set in the Sheet Summary. |
Activity Procurement Unit Cost | The cost per unit of the procurement item. |
Activity Procurement Quantity | Indicates the amount of procurement quantity. |
Applicable Activity Expense ($) | |
Applicable Activity Labour ($) | |
Applicable Activity Procurement ($) | |
Applicable Activity Total ($) | |
Applicable Expense ($) | |
Applicable Labour ($) | |
Applicable Procurement ($) | |
Applicable Total ($) | The calculated total dollar amount for this task. |
Apply Conditional Formatting? | |
Approved Date | The date the change notice / variation was approved |
Budget Assigned [hrs] | A budget in hours for the specific schedule activity if the estimate migrates to a schedule |
Budget Assigned [$] | A budget in dollars for the specific schedule activity if the estimate migrates to a schedule |
Cancelled Date | The date the change notice / variation was cancelled |
Change # | The change notice number. |
Change Status | The status of the change notice / variation. |
Cost Activity | The cost activity that will show on the schedule and Avaza |
Duration | Duration in days assigned to each cost item. This can be entered or auto-calculated based on the Start and End dates. |
Estimate Resource Loading | |
Finish Date | The anticipated finish date for each cost item. |
Information | Any information that is required to be noted. |
Labour (hrs) | The labour hours required for the task. |
Line Item Type | |
Location | The location of the resource cateogry used: 'Site' or 'Office'. |
Lump Sum Expense ($) | |
Lump Sum Labour ($) | |
Lump Sum Procurement ($) | |
Lump Sum Total ($) | |
New Activity Labour Rate ($/hr) | The new activity labour rate for the task. To be manually entered if the existing data from Estimate Data - Roles & Rates is incorrect. |
New Activity Name | The description of the new activity. |
Non-Standard Capacity | Standard resource capacity is 8hrs/day. Set this value where the activity is, for example, performed on site and involves 12hr days not standard 8hr office days (in this case type '12 |
PO | The purchase order number. |
PO Grouping | The grouping of the purchase order pulled from the 1000_PO_Register. Indicates labour or equipment if valid. |
PO Grouping Value (Incl Variation) | The total $ dollar value overview of the purchase order grouping including variation |
PO Value (Incl Variation) | The total $ dollar value of the purchase order including variation |
Predecessors | |
Project | |
Project ID | |
Qty | Indicates the quantity amount needed for the task. |
Reimbursable? | Indicates whether or not the activity is reimbursable or not. Used in calculating contingency if lump sum. |
Reimbursable Activity | |
Reimbursable Expense ($) | |
Reimbursable Labour ($) | |
Reimbursable Procurement ($) | |
Reimbursable Total ($) | |
Resource(s) | The resources identified to be allocated to the task. |
Resource Role | The resource category to be used for the task. |
Scheduled Item? | |
Submitted Date | The date the change notice / variation was submitted |
Start Date | The anticipated start date for each cost item. |
Time (Hrs) | Indicates the amount of hours required for each quantity of the task. |
Total Approved Budget [$] | The total approved budget dollars when in the 'approved' status. |
Total Approved Budget [hrs] | The total approved budget hours when in the 'approved' status. |
Total Requested Budget [$] | The total requested budget dollars when in the 'submitted' status. |
Total Requested Budget [hrs] | The total requested budget hours when in the 'submitted' status. |
Total Change Value [$] | Indicates the dollar value of all the changes irrespective of the status |
Total Change Value [hrs] | Indicates the hours value of all the changes irrespective of the status |
Variation # | The variation request number. |
Varied Date | The date the change notice / variation was received / varied |
Variation Status for Activity | The status of the variation. Formula to indicate if variation is standalone or not. |
WBS Descendants | |
WBS Level |
Column Details#
Activity Expense Type#
Dropdown
- Drug and Alcohol Screen
- Flights PER/KTA
- Flights PER/PHE
- GTE PHE Car Hire
- Hire Car KTA (/day)
- Hire Car PHE (/day)
- Induction Medical - BHP
- Induction Medical - CPPC
- Meal while on site (per day)
- MSIC - 2 Years Only
- Port Hedland Accom (MIAMIA)
- Taxi (One Way)
Enter a custom expense amount type and a value in the form:
$xx - Description of Expense
Activity Expense Unit Cost#
Formula
=IF(
[Activity Expense Type]@row = "",
"",
IF(
ISERROR(
MATCH(
[Activity Expense Type]@row,
{Expenses - Type},
0
)
),
VALUE(
SUBSTITUTE(
SUBSTITUTE(
LEFT(
Activity Expense Type]@row,
MAX(
FIND(
"-",
[Activity Expense Type]@row
)
- 1,
0
)
),
"$",
""
),
" ",
""
)
),
INDEX(
{Expenses - Unit Cost},
MATCH(
[Activity Expense Type]@row,
{Expenses - Type},
0
)
)
)
)
Activity Expense Quantity#
Formula
=IF(
[Activity Expense Type]@row <> "",
Qty@row,
""
)
Activity Labour (hrs)#
Formula
=IF(
[Time (Hrs)]@row <> "",
Qty@row * [Time (Hrs)]@row,
""
)
Activity Labour Rate ($/hr)#
Formula
=IF(
[New Activity Labour Rate ($/hr)]@row <> "",
[New Activity Labour Rate ($/hr)]@row,
IF(
[Activity Labour (hrs)]@row = "",
"",
IF(
OR(
Client# = "CPPC",
Client# = "CPM"
),
IF(
Location@row = "Office",
INDEX({Roles & Rates - CPPC/CPM_Office}, MATCH([Resource Role]@row, {Roles & Rates - Role}, 0)),
INDEX({Roles & Rates - CPPC/CPM_Site}, MATCH([Resource Role]@row, {Roles & Rates - Role}, 0))
),
IF(
Location@row = "Office",
INDEX({Roles & Rates - Standard_Office}, MATCH([Resource Role]@row, {Roles & Rates - Role}, 0)),
INDEX({Roles & Rates - Standard_Site}, MATCH([Resource Role]@row, {Roles & Rates - Role}, 0))
)
)
)
)
Activity Lump Sum Expense ($)#
Formula
=IF(
[Activity Reimbursable Expense ($)]@row = "",
"",
IF(
[Activity Contingency %]@row <> "",
[Activity Reimbursable Expense ($)]@row * (1 + [Activity Contingency %]@row),
[Activity Reimbursable Expense ($)]@row * (1 + [Default Contingency (%) \[if applic.\]]# / 100)
)
)
Activity Lump Sum Labour ($)#
Formula
=IF(
[Activity Reimbursable Labour ($)]@row = "",
"",
IF(
[Activity Contingency %]@row <> "",
[Activity Reimbursable Labour ($)]@row * (1 + [Activity Contingency %]@row),
[Activity Reimbursable Labour ($)]@row * (1 + [Default Contingency (%) \[if applic.\]]# / 100)
)
)
Activity Lump Sum Procurement ($)#
Formula
=IF(
[Activity Reimbursable Procurement ($)]@row = "",
"",
IF(
[Activity Contingency %]@row <> "",
[Activity Reimbursable Procurement ($)]@row * (1 + [Activity Contingency %]@row),
[Activity Reimbursable Procurement ($)]@row * (1 + [Default Contingency (%) \[if applic.\]]# / 100)
)
)
Activity Lump Sum Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
[Activity Lump Sum Labour ($)]@row <> "",
[Activity Lump Sum Labour ($)]@row,
0
) +
IF(
[Activity Lump Sum Expense ($)]@row <> "",
[Activity Lump Sum Expense ($)]@row,
0
) +
IF(
[Activity Lump Sum Procurement ($)]@row <> "",
[Activity Lump Sum Procurement ($)]@row,
0
)
)
Activity Procurement Quantity#
Formula
=IF(
[Activity Procurement Unit Cost]@row <> "",
Qty@row
)
Activity Reimbursable Expense ($)#
Formula
=IF(
AND(
[Activity Expense Quantity]@row <> "",
[Activity Expense Unit Cost]@row <> ""
),
[Activity Expense Quantity]@row *
[Activity Expense Unit Cost]@row *
(
1 + IF(
[Activity Expense Markup]@row <> "",
[Activity Expense Markup]@row,
[Expense Markup (%)]# / 100
)
),
""
)
Activity Reimbursable Labour ($)#
Formula
=IF(
AND(
ISNUMBER([Activity Labour (hrs)]@row),
ISNUMBER([Activity Labour Rate ($/hr)]@row)
),
[Activity Labour (hrs)]@row * [Activity Labour Rate ($/hr)]@row,
""
)
Activity Reimbursable Procurement ($)#
Formula
=IF(
AND(
[Activity Procurement Quantity]@row <> "",
[Activity Procurement Unit Cost]@row <> ""
),
[Activity Procurement Quantity]@row *
[Activity Procurement Unit Cost]@row *
(
1 + IF(
[Activity Procurement Markup]@row <> "",
[Activity Procurement Markup]@row,
[Procurement Markup (%)]# / 100
)
),
""
)
Activity Reimbursable Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
VALUE([Activity Reimbursable Labour ($)]@row) +
VALUE([Activity Reimbursable Expense ($)]@row) +
VALUE([Activity Reimbursable Procurement ($)]@row)
)
Applicable Activity Expense ($)#
Formula
=IF(
[Line Item Type]@row = "Rates Based",
[Activity Reimbursable Expense ($)]@row,
[Activity Lump Sum Expense ($)]@row
)
Applicable Activity Labour ($)#
Formula
=IF(
[Line Item Type]@row = "Rates Based",
[Activity Reimbursable Labour ($)]@row,
[Activity Lump Sum Labour ($)]@row
)
Applicable Activity Procurement ($)#
Formula
=IF(
[Line Item Type]@row = "Rates Based",
[Activity Reimbursable Procurement ($)]@row,
[Activity Lump Sum Procurement ($)]@row
)
Applicable Activity Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
VALUE([Applicable Activity Labour ($)]@row) +
VALUE([Applicable Activity Expense ($)]@row) +
VALUE([Applicable Activity Procurement ($)]@row)
)
Applicable Expense ($)#
Formula
=IF(
COUNT(CHILDREN(Activity@row)) > 0,
SUM(CHILDREN()),
IF(
[Line Item Type]@row = "Rates Based",
[Reimbursable Expense ($)]@row,
[Lump Sum Expense ($)]@row
)
)
Applicable Labour ($)#
Formula
=IF(
COUNT(CHILDREN(Activity@row)) > 0,
SUM(CHILDREN()),
IF(
[Line Item Type]@row = "Rates Based",
[Reimbursable Labour ($)]@row,
[Lump Sum Labour ($)]@row
)
)
Applicable Procurement ($)#
Formula
=IF(
COUNT(CHILDREN(Activity@row)) > 0,
SUM(CHILDREN()),
IF(
[Line Item Type]@row = "Rates Based",
[Reimbursable Procurement ($)]@row,
[Lump Sum Procurement ($)]@row
)
)
Applicable Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
VALUE([Applicable Labour ($)]@row) +
VALUE([Applicable Expense ($)]@row) +
VALUE([Applicable Procurement ($)]@row)
)
Change#
Formula
=IF(
[WBS Level]@row <= 2,
[Change #]@row,
PARENT()
)
Change Status#
Dropdown
- Draft
- CHN Submitted
- CHN Cancelled
- CHN Approved
- VAR Submitted
- VAR Cancelled
- VAR Received
- BASE SCOPE
Cost Activity#
Formula
=IF(
[WBS Level]@row = 1,
IF(
[Project ID]# <> "xxxx",
"P" + [Project ID]# + " | " + [Project Name]#,
"SETUP REQ'D: OPEN SHEET SUMMARY"
),
IF(
[WBS Level]@row = 2,
[Change #]@row + IF([Change #]@row <> "", " - ", "") + [New Activity Name]@row,
[New Activity Name]@row
)
)
Estimate Resource Loading#
Formula
=IF(
AND(
[Variation Status for Activity]@row <> "VAR Received",
NOT(CONTAINS("Cancelled", [Variation Status for Activity]@row)
)
),
IFERROR(
([Labour (hrs)]@row / Duration@row) /
(
COUNTM([Resource(s)]@row) *
IF(
[Non-Standard Capacity]@row <> "",
[Non-Standard Capacity]@row, 8
)
) *
IF(
[Resource Loading Factor]# > 0,
[Resource Loading Factor]#,
1
),
0
),
0
)
Lump Sum Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Lump Sum Total ($)]@row <> "",
[Activity Lump Sum Total ($)]@row <> 0
),
[Activity Lump Sum Total ($)]@row,
SUM(CHILDREN([Fixed Price Total ($)]@row))
)
)
Labour (hrs)#
Formula
=IF(
AND(
[Activity Labour (hrs)]@row <> "",
[Activity Labour (hrs)]@row <> 0
),
[Activity Labour (hrs)]@row,
SUM(
CHILDREN(
[Labour (hrs)]@row
)
)
)
+
IF(
[Cost Activity]@row = "BASE SCOPE",
SUM(
COLLECT(
{PO Register - PO Value At Project Award [hrs]},
{PO Register - Reference},
PO@row,
{PO Register - Project ID},
[Project ID]@row
)
),
0
)
Line Item Type#
Dropdown
=IF(
[WBS Descendants]@row = 0,
IF(
[Proposal Type (for Display Only)]# = "Rates Based",
"Rates Based",
IF(
[Reimbursable Activity]@row = 1,
"Rates Based",
"Lump Sum"
)
),
IF(
COUNT(DISTINCT(DESCENDANTS())) = 2,
"Lump Sum + Rates",
IF(
CONTAINS("Rates Based", DISTINCT(DESCENDANTS())),
"Rates Based",
"Lump Sum"
)
)
)
Location#
Dropdown
- Office
- Site
Lump Sum Expense ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Lump Sum Expense ($)]@row <> "",
[Activity Lump Sum Expense ($)]@row <> 0
),
[Activity Lump Sum Expense ($)]@row,
SUM(CHILDREN([Lump Sum Expense ($)]@row))
)
)
Lump Sum Labour ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Lump Sum Labour ($)]@row <> "",
[Activity Lump Sum Labour ($)]@row <> 0
),
[Activity Lump Sum Labour ($)]@row,
SUM(CHILDREN([Lump Sum Labour ($)]@row))
)
)
Lump Sum Procurement ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Lump Sum Procurement ($)]@row <> "",
[Activity Lump Sum Procurement ($)]@row <> 0
),
[Activity Lump Sum Procurement ($)]@row,
SUM(CHILDREN([Lump Sum Procurement ($)]@row))
)
)
Lump Sum Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Lump Sum Total ($)]@row <> "",
[Activity Lump Sum Total ($)]@row <> 0
),
[Activity Lump Sum Total ($)]@row,
SUM(CHILDREN([Fixed Price Total ($)]@row))
)
)
PO Grouping#
Formula
=IFERROR(
INDEX(
COLLECT(
{PO Register - PO Grouping},
{PO Register - Reference},
PO@row, {PO Register - Project ID},
[Project ID]@row
),
1
),
"Default"
)
PO Grouping Value (Incl Variation)#
Formula
=IFERROR(
SUM(
COLLECT(
{PO_Register - Order Net Value},
{PO_Register - PO Grouping},
[PO Grouping]@row,
{PO_Register - Project ID},
[Project ID]@row
)
),
""
)
PO Value (Incl Variation)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
SUM(
COLLECT(
{PO Register - Order Net Value},
{PO Register - Reference},
PO@row,
{PO Register - Project ID},
[Project ID]@row
)
),
""
)
Project#
Formula
=IF(
[Project ID]# <> "xxxx",
"P" + [Project ID]# + " - " + [Project Name]#,
""
)
Project ID#
Formula
=[Project ID]#
Reimbursable Expense ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Reimbursable Expense ($)]@row <> "",
[Activity Reimbursable Expense ($)]@row <> 0
),
[Activity Reimbursable Expense ($)]@row,
SUM(CHILDREN([Reimbursable Expense ($)]@row))
)
)
Reimbursable Labour ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Reimbursable Labour ($)]@row <> "",
[Activity Reimbursable Labour ($)]@row <> 0
),
[Activity Reimbursable Labour ($)]@row,
SUM(CHILDREN([Reimbursable Labour ($)]@row))
)
)
Reimbursable Procurement ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Reimbursable Procurement ($)]@row <> "",
[Activity Reimbursable Procurement ($)]@row <> 0
),
[Activity Reimbursable Procurement ($)]@row,
SUM(CHILDREN([Reimbursable Procurement ($)]@row))
)
)
Reimbursable Total ($)#
Formula
=IF(
[Change Status]@row = "BASE SCOPE",
"",
IF(
AND(
[Activity Reimbursable Total ($)]@row <> "",
[Activity Reimbursable Total ($)]@row <> 0
),
[Activity Reimbursable Total ($)]@row,
SUM(CHILDREN([Reimbursable Total ($)]@row))
)
)
Resource Role#
Dropdown
- Admin/Doc Control
- Application Engineer
- Controls Engineer L1
- Controls Engineer L2
- Draftsperson
- Electrical Supervisor
- Electrician
- Electrical Engineer L1
- Electrical Engineer L2
- Engineering Manager
- Functional Safety Engineer L1
- Functional Safety Engineer L2
- Functional Safety Expert
- Graduate Engineer
- Graduate Engineer Half Cost
- IT Specialist
- Lead Controls Engineer L1
- Lead Controls Engineer L2
- Lead Designer
- Lead Electrical Engineer L1
- Lead Electrical Engineer L2
- Lead Electrician
- Lead Network Engineer L1
- Lead Network Engineer L2
- Network EngineerL1
- Network EngineerL2
- PH Lead Controls Engineer
- PH Controls Engineer
- PH Software Developer
- Principal Controls Engineer
- Principal Network Engineer
- Project Engineer
- Project Director
- Project Manager
- SCADA SME
- Senior Controls Engineer L1
- Senior Controls Engineer L2
- Senior Designer L1
- Senior Designer L2
- Senior Electrical Engineer L1
- Senior Electrical Engineer L2
- Senior Network Engineer L1
- Senior Network Engineer L2
- Senior Project Manager
- Specialist Drives Engineer
- Technical Assistant
- Technical Officer
- Technical Writer
- Vacation Student Engineer
Time (Hrs)#
Formula
=INDEX(
{Project Register - Total Awarded Budget [hrs]},
MATCH(
[Project ID]#,
{Project Register - Project ID},
0
)
)
Total Approved Budget [$]#
Formula
=IF(
[WBS Level]@row = 1,
SUM(CHILDREN([Total Approved Budget \[$\]]@row)),
IF(
AND(
[Applicable Total ($)]@row <> "",
[Applicable Total ($)]@row <> 0,
OR(
[Variation Status for Activity]@row = "CHN Approved",
[Variation Status for Activity]@row = "VAR Received"
)
),
[Applicable Total ($)]@row,
IF(
[Variation Status for Activity]@row = "BASE SCOPE",
SUM(
COLLECT(
{PO Register – PO Value At Project Award [$]},
{PO Register - Reference}, [PO Reference]@row,
{PO Register - Project ID}, [Project ID]@row
)
),
SUMIF(
CHILDREN([Change Status]@row),
OR(
@cell = "CHN Approved",
@cell = "VAR Received"
),
CHILDREN([Applicable Total ($)]@row)
)
)
)
)
Total Approved Budget [hrs]#
Formula
=IF(
[WBS Level]@row = 1,
SUM(CHILDREN([Total Approved Budget \[hrs\]]@row)),
IF(
AND(
[Labour (hrs)]@row <> "",
[Labour (hrs)]@row <> 0,
OR(
[Variation Status for Activity]@row = "CHN Approved",
[Variation Status for Activity]@row = "VAR Received"
)
),
[Labour (hrs)]@row,
IF(
[Variation Status for Activity]@row = "BASE SCOPE",
SUM(
COLLECT(
{PO Register - PO Value At Project Award [hrs]},
{PO Register - Reference}, [PO Reference]@row,
{PO Register - Project ID}, [Project ID]@row
)
),
SUMIF(
CHILDREN([Variation Status for Activity]@row),
OR(
@cell = "CHN Approved",
@cell = "VAR Received"
),
CHILDREN([Labour (hrs)]@row)
)
)
)
)
Total Change Value [$]#
Formula
=[Applicable Total ($)]@row
Total Change Value [hrs]#
Formula
=[Labour (hrs)]@row
Total Requested Budget [$]#
Formula
=IF(
AND(
[Applicable Activity Total ($)]@row <> "",
[Applicable Activity Total ($)]@row <> 0,
OR(
[Variation Status for Activity]@row = "CHN Submitted",
[Variation Status for Activity]@row = "VAR Submitted"
)
),
[Applicable Activity Total ($)]@row,
SUMIF(
CHILDREN([Variation Status for Activity]@row),
OR(
@cell = "CHN Submitted",
@cell = "VAR Submitted"
),
CHILDREN([Applicable Total ($)]@row)
)
)
Total Requested Budget [hrs]#
Formula
=IF(
AND(
[Activity Labour (hrs)]@row <> "",
[Activity Labour (hrs)]@row <> 0,
OR(
[Variation Status for Activity]@row = "CHN Submitted",
[Variation Status for Activity]@row = "VAR Submitted"
)
),
[Activity Labour (hrs)]@row,
SUMIF(
CHILDREN([Variation Status for Activity]@row),
OR(
@cell = "CHN Submitted",
@cell = "VAR Submitted"
),
CHILDREN([Labour (hrs)]@row)
)
)
Variation Status for Activity#
Formula
=IF(
[WBS Level]@row <= 2,
IF(
AND(
[Change Status]@row = "VAR Submitted",
CONTAINS(
"CHN",
[Change #]@row
)
),
"CHN Approved",
[Change Status]@row
),
PARENT()
)
WBS Descendants#
Formula
=COUNT(DESCENDANTS([WBS Level]@row))
WBS Level#
Formula
=COUNT(ANCESTORS()) + 1