The Conversion factor within our Budget Code quantity line item allows you to "convert" the UOM of a line item to the Cost Code's overall UOM.  It does this using a weighted conversion factor that you provide.  For example, if the Cost Code UOM is Linear Feet (LF), but you have a quantity item where the units are being tracked as Each (EA), the conversion factor would provide a way to convert the units from EA to LF.  When enabled, you will see an Input Quantity, as well as a Converted Quantity within your QTY ITEMS. Your total budget/change/forecasted quantity will be based on the sum of your converted Quantity Amounts. Reported quantities are also multiplied by the conversion factor, providing an earned quantity that is in line with the factors in your budget setup.

1. Open the jobcost module. 

2. Under the budget section, click to edit cost code

3. Within the cost code, under the Quantities Tab, you will find your quantity line items laid out. 

4. In order to enable conversion factors, you’ll want to select the box to turn it on. 

5. Once conversion factors are enabled, you will be able to edit the factors within the specific line items. 

6. Additionally, you will be able to view your original quantities as well as the converted quantities. 

7. Below shows the quantity entry screen from the timecard

8. After selecting the items, you can see the budgeted quantities at each line item

9. To access reporting of these quantities, you can go to Production Quantities>Analysis>Period QTY. Within this report, you can review what’s been entered and how the conversion factors are reflected in your reporting.