Design Goals

You can add design goals to a Part item using the Goals tab in the relationship accordion. A design goal is either defined by cost or weight. The supplied values for each Child Part can then be used in a part structure to calculate the cost of a Parent Part. To add a design goal for a Part:

1. Open the Part.
2. Click Edit.
3. Go to the Goals tab.

4. Click New Part Goal on the Goals relationships toolbar. A new row appears in the Goals table.

   

   

   Figure 56.

5. Enter the appropriate values for each cell of the new row:

   • Goal – (Required) Cost or Weight.
   • Target – The design target value for the cost or weight.
   • Estimate – The estimated value for the cost or weight.
   • Calculated – The roll-up calculated value for the cost or weight based on the child component values in the BOM. This value is not editable.
   • Actual – The actual value for the cost or weight. For cost, this may be the value that was negotiated with the vendor. For weight, this may be the value resulting from a measurement.
   • Comments – Remarks about the design goal.
   Note

   Goals and their calculations do not have a unit of measure. Their values must be entered in the same units.

6. Click Save to save your changes.
   
   Note

   A Part can have at most one Cost and one Weight Goal row. If there are several rows for Goals of the same type, you will receive an error upon saving the Part. Delete the extra row to resolve the error.

Costs are entered as either Target, Estimate, Calculated, or Actual. Based on the values supplied in the design goal, a calculated cost/weight rollup will occur automatically for a BOM. To initiate a roll up, you must specify at least a Target on the parent. The calculated value is determined using the values supplied in the design goal based on the following hierarchy from lowest to highest accuracy: Target, Estimated, Calculated, Actual.
In other words:

• If the Target and Estimated values are supplied, then the Estimated value is used.
• If the Target, Estimated and Calculated values are supplied, the Calculated value of the part is used.
• If Actual value is specified, it overrides any of the other values defined.

Specifying only Target values on the child parts will prevent a roll-up calculation. As long as the children cost goal values are Target, they do not alter the parent’s goal value. The Target goal for the Parent will remain as long as there is at least one child part that has only a Target value for its cost goal. However, as soon as all children have an Estimated or Actual goal value, the parent’s value changes to Calculated. The parent’s Goal value is automatically re-calculated whenever any Child has a Goal changed. In the following example, Parent Part contains two immediate children: Child A and Child B.

Figure 57. Child A has a Target cost goal of 10.00, and an Estimated goal of 15.00, but the Actual cost is 17.00. Actual cost is used for the rollup calculation. Child B has an Estimated cost goal of 14.00 so that is used for the rollup calculation. If a user supplies an Actual cost goal to Child B, then this value will be used for the rollup calculation. To initiate a roll up, you must specify at least a Target on the parent. A user Now the calculated cost of Parent Part appears automatically and is 31.00.