to display the calendar and select a starting date to copy values fromUse this screen to view, copy or create new records for staff hours or input labor hour resources to be used for the entire period of performance for the project or task ID.
The following information displays in the Staff Hours subtasks.
|
Column Headings |
Description |
|
ID Type |
This columns the type of ID of the resource. For new records, use the drop-down list and select from either Employee, Generic Staff or Key Entry ID Types. |
|
ID |
This column displays the ID of the resource, such as one of the following:
|
|
Name |
This column displays the name of the resource. |
|
Acct ID |
This column displays the labor account ID of the resource. |
|
Org ID |
This column displays the Organization ID of the resource. |
|
GLC/PLC |
This column displays Project Labor Category or General Labor Category of the resource. |
|
Hr Rate |
This column displays the resource's rate per hour set for this budget. |
|
Rev |
Uncheck the box in this column for any individual resource where you do not want revenue calculated. |
|
Brd |
This column displays the overhead expenses for the project selected. |
|
Totals |
This column totals the numbers for each resource during the date range selected for the budget. |
|
YY-MM-DD |
This displays the PTO hours per year. You can edit this field directly using the form. |
Use this subtask link when creating new business budget to view what other projects an employee has been budgeted on or to know what other schedule the employee is allocated/assigned to.
This link only displays when the new business budget has a status of Working.
The following are the columns that display for the Employee Schedule table.
|
Column Headings |
Description |
|
Project ID |
This column displays the project ID. |
|
Source |
This column displays the source of the budget. |
|
Version |
If more than one budget exists, this field displays the version number of each. |
|
Manager |
This column displays the name of the resource's manager. |
|
Total |
This displays the total per column information. |
|
YY-MM-DD |
This displays the hours per resource per period. You can edit this field directly using the form. Begins with the current month and shows data back six months. |
The following are the columns that display for the Employee PLC table.
|
Column Headings |
Description |
|
PLC |
This column displays the Project Labor Category code at the current level of the project for a selected employee. If no PLCs exist at that level, Costpoint Planning displays the PLCs assigned to the employee at the lower level of the project, and if none exist at the lower level, it displays PLCs assigned at the higher level. Alternately, if PLCs are not assigned to the employee at either level, it displays the PLCs assigned to the project. |
|
Description |
This column displays the description of the Project Labor Category. |
|
Project ID |
This column displays the Project ID of the employee. |
The Advanced Search subtask displays if the budget/EAC has a status of Working. Learn more about the Advanced Search fields.
The following are the fields that display on the Fill form.
Click to display the calendar and select a starting date to copy values from
Click to display the calendar and select an end date to copy values throughout.
If you click this option, the value is copied all the way through in that one record from the starting date to the end date.
If you click this option, the value is copied in all rows and columns from start date to end date.
If you click this option, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell.