Maintain Generic Staff (MAM2 BOM3, BPM5)

This screen is only accessible to administrators.

Use this screen to view records, create new records or copy from the generic staff list. You can also determine whether the resource is shared and active in this screen.

The Maintain Generic Staff screen allows you to establish generic job categories that are useful when you assign people that you do not already have on staff. It also enables you to reflect future growth in the company. It is important to populate this data before Costpoint Planning users begin creating budgets.

To maintain the Generic Staff Table, complete the following steps:

  1. In Planning » Organization Budgeting » Controls and Utilities, select Maintain Generic Staff (MAM2,BOM2,BPM5).

  2. Enter the job and rate information for the generic staff in the following fields:

  1. Job Code

  2. Job Description

  3. Hourly Average

  4. Accrual Rate

  1. Select the Active check box to set the status to active.  

  2. Select the Shared check box to add the generic staff to budget tool Lookups where appropriate.

  3. In Default PLC, enter the PLC if desired.

  4. In Default Account ID, click to select the default account ID.

  5. In Home Organization ID, click to select the Home Organization ID.

  6. In Security Organization ID, click to select the Security Organization ID.

  7. If you have designated that this generic staff be shared, the system allows it to be shared according to the security level you designate.  

  8. Any user who has access to the security level you choose for the generic staff, can use that generic staff in their budget

  1. Click to save your changes.

The table below describes the columns that display for the Maintain Generic Staff table.

Column Headings

Description

Job Code

This column displays the Job Code.

Job Description

This column displays the Job Description.

Hourly Average

This column displays the Hourly Average.

Accrual Rate

This column displays the number of PTO hours per year.

Active

This column is checked if the resource is active.

Shared

This column is checked if the resource is shared.

Default Acct ID

This column displays the Default Acct ID.

Default PLC

This column displays the Default PLC.

Home Organization ID

This column displays the Home Organization ID.

Security Organization ID

 

Use this column to select the Security Organization ID.

Generic Staff Use Subtask

You can now view all projects under a specific generic staff and all the generic staff usage. This grid prevents users from editing values (except for the accrual rate) for generic staff that are in use.

This grid contains the following information:

The following buttons also display in the form.

Buttons

Description

New

Click this button to create a new record for project level reporting. A new row is added to the table where you can assign the corresponding user access to projects by entering the required information like Project ID, Project Name and User ID. Click Save to finalize the new record.

Copy

Click this button to do any of the following:

  • Copy Record - Copy and immediately paste the current row.

  • Copy Data to insert into Excel - Copy selected row into the clipboard for pasting into Excel or other program.

  • Copy Data to paste into new records - Copy selected row into internal buffer so they can be pasted later.

Delete

Click this button to remove the selected row and delete the access rights to projects assigned to the user.

Form

Click this button to switch from Table view to Form view.

Query

Click this button to launch a query.