Parameters are used in cost estimating relationships or parametric formula in your company to calculate estimates - for both labor hours and costs - which are dependent on other inputs. These inputs are called parameters and can be:

• Fixed or pre-defined parameters as explained here
• Automatically calculated or base parameters

Fixed or pre-defined parameters can be set up globally for your entire company such as "Program_Audit_Percent_Of_Labor" or they can be:

• Company-wide meaning that you maintain different parameter values for each company
• Proposal-wide meaning that you maintain the parameter values in your proposal header and use it throughout the different bases of estimates in your proposal e.g. "Number_of_sites_to_install"
• BOE-specific meaning the parameter values can change from one BOE-WBS to the next in the same proposal
• Resource specific meaning that the parameter value is entered uniquely for one labor resource group in one BOE
• Fiscal year dependent meaning that the parameter value can change from one fiscal year to the next
• A base parameter, automatically calculated on the basis of other estimates

To create or edit a parameter select "Parameters" from the "Master Data" menu in your application.

You will see a list of all the parameters in your organization. Here you can:

1. Click the + to create a new parameter
2. Click the x button to delete a parameter. Do not delete a parameter which is used in formula expressions
3. Sort or filter the parameter list to find the parameter you are looking for
4. Click the pencil or double-click on any parameter to view or edit its details

The parameter details page allows you to view or edit the parameter description, type and scope, what type of value it is, as well as the values of this parameter, as follows:

1. Enter or edit the description of your parameter, making it short enough to quickly read but long enough to describe your parameter in full and avoid it getting mixed up with any other parameter. Keep the description unique and put in your group or department name if this parameter is only for use by your group or department or company
2. The parameter ID is generated automatically however feel free to edit this code or ID to make it shorter or more meaningful. It is the parameter code or ID which appears in the formula expression so pay attention to this field. If you do edit it, only use letters, numbers, hyphen and underscore and keep it unique
3. It is very important to select the correct type of parameter from the list above. For example if this parameter is set up once and for all for you organization then select "global", else select whether it is company-wide, BOE-specific, resource-specific or a base or auto-calculated parameter.  Parameter scope only applies to auto-calculated parameters
4. Select what type of value will be assigned to this parameter for example is it a number or a percent, or a cost or an effort, or a quantity with its own unit of measure
   • Always specify or select the unit of measure for parameters which are a quantity
   • Text and date based parameters such as Value from List, Short Text, Checkbox and Date are not supported at this time. They will be activated when formula expressions based on text and date fields are supported
5. If the parameter values vary by year then check this box, for example factors vary by fiscal year. This box will be automatically checked if you selected a Fiscal Year type of parameter in point (3)
6. Optionally enter a full explanation of your parameter in the remarks box. Include information about who is responsible for maintaining this parameter and updating it based on historical performance, or if not a specific person then explain how to update this parameter to keep it accurate
7. In the table below you can enter values for your parameter. The values will depend on what type of parameter you selected for example, in this case, the parameter type is "Company wide" so separate values must be maintained for each company in your organization

8. If you for example selected parameter type of "BOE specific" as shown below then the values must be maintained for each BOE-WBS in each proposal

9. Select the BOE-WBS in this column. Ignore the Item/Part column!  You can edit the columns manually if the wrong columns appear however in this screen the columns to maintain should automatically adjust based on which parameter type you selected. You can also edit the parameter values from within your proposal (for proposal-wide parameters) or within your estimate (for BOE specific parameters).