• Goals

Goals can be set based on cost and weight of a Part with calculation of the roll-up value of its child parts. Values may be entered as either target, estimated or actual. These three properties play a crucial role in the goal roll-up for a part. Here is an example of how it works.

Let's say a parent part, named Parent, has two child parts - child1 and child2. The child parts have a Target cost goal, of $10 each. The Parent has a Target cost goal of $15. You must specify at least a target goal for the parent in order to initiate a roll-up.

 Now, let's say that child1 is about to be bought, and we estimate its cost to be $15. The Parent will then have :

The Target goal for the parent, in this case cost, will remain as long as at least one of the child parts has a Target value for its goal. However, as soon as all children have an Estimated goal value, or an Actual goal value,  the parent's value changes to Calculated. So, let's say the child2 Estimated cost is now 12. Here is what the values will look like:

Now, let's say child1 has completed its life cycle, and the Actual goal value is 17.  The parent will be immediately recalculated to reflect this change, and the parent's Calculated value will be 29. The same process takes place if child2 gains an Actual goal value - the parent is immediately recalculated.

Here is another example of the goal value calculations, this time for a multilevel BOM.