Staff Escalation Subtask

Use this screen to update staff escalation records or change the percent of escalation of staff salaries.

Escalation is based on hire date. A value of zero means that person had not been hired yet, and then would escalate at a given rate annually throughout the project. The escalation date is based on configured values, it could be an anniversary date or particular month.

Note: The employee rate is different for EAC and Budget. A budget starts utilizing an employee’s rate at the first period of the budget, but an EAC adjusts the employee’s rate to the current period of the EAC.

The following information displays on the Staff Escalation subtask.

Column Headings Description
Hide Row This check box reflects the Hide Row check box on the Staff Hours subtask.
Note: This column displays only if the Enable Subtask Row Hide check box is selected.
ID Type Use the drop-down list and select from either Employee, Generic Staff or Key Entry.
ID Click to search the ID of the resource.
Name Enter the name of the resource in this field.
Acct ID This column displays the labor account ID of the resource.

Click to search for the account ID.

Org ID This column displays the Org ID of the resource.
PLC This column displays the Project Labor Category of the resource.
Hr Rate This column displays the employee's rate per hour based on the current period of the budget.
Note: By default, the Hr Rate is displayed when Labor Suppression in Manage Users is set to OFF. You can set the Hr Rate to be displayed or not using the Project tab of Configuration Settings. When Labor Suppression is set to ON the Hr Rate is not displayed.
YY-MM-DD This column displays the staff escalation rate per a given period. Value of zero means the employee has not been hired yet.

Fill Value

This subtask displays only on Working status budgets or EACs. Use the fields on the screen to configure options for auto-filling the period columns with data from existing sources.

Start by selecting the row(s) you want to update and then click the Fill Values subtask link to display the Fill Values to Selected Record/s form, where you can select a fill method and set date parameters.

Field Description
Select Fill Method

The Select Fill Method drop-down list provides three different options, which are described in more detail in the table below. Additional fields may display depending on the method selected, and each method requires you to select the range of periods you copy from.

For example, if Start Period set to 12/31/23 and End Period is set to 4/30/24, data for the selected method is captured for that range of periods. After you click Fill, the row or rows that you selected in the subtask populate with information encompassed by those dates.

The table below describes the four different fill methods and any additional fields that display.
Column Headings Description
Copy from Source Record Select this option to copy subtask row details from one resource to another. A Source Record field displays on the dialog box that enables you to select the record you want to copy from.
Specify Escalation Select this option to fill the period columns of the selected rows with a specific amount. An Escalation field displays on the dialog box, where you can type the amount.
Use Start Period Escalation

Select this option to copy the escalation that exist in the selected starting period to all periods up through the selected ending period.

For example, if you set Start Period to 12/31/23 and End Period to 9/30/24, the amounts that exist in the first period are copied to every period up to 9/30/24.

Fill After you have selected your fill method and set the start and end dates, click Fill to populate the period columns of the selected rows in the Hours subtask.