to select, a valid starting project that
should receive an allocation. This is a required field. Use this subtask to enter the information that will serve as the basis for the allocation when the Allocation Method on the main screen is either Cost Incurred or Hours Incurred. To customize the basis, enter a range for projects, accounts, or organizations. For each line, you can specify a debit account that will be used by all project/ organization combinations in that range. In the Debit Org Code column, you can specify which organization (owning, performing, or fixed) is to receive the allocation. You can enter more than one line in the table window.
If your Allocation Method is either Cost Incurred or Hours Incurred, the PROJ_SUM table must contain amounts or hours, respectively, for the range of projects/accounts/ organizations entered in order to have a basis for allocation. After you post the allocation, you must run the Compute Burden Cost screen (Projects » Cost and Revenue Processing » Project Cost Processing) again.
This non-editable field displays the allocation code from the main screen.
In this table window you can specify which project/account/org combinations will form the base for the allocation code. The system will add the total cost in the PROJ_SUM table for all project/account/org combinations to get the total base amount. It will then divide the cost incurred for each project/account/org line by the total to obtain a percentage. This percentage, multiplied by the total amount in the Cost Accounts subtask, will be debited to the project on each line of this table. The account and org that are debited are displayed in the Debit Account and Debit Organizations columns of the table.
This non-editable field displays the line numbers automatically generated by Costpoint.
Enter, or use to select, a valid starting project that
should receive an allocation. This is a required field.
Enter, or use to select, a valid ending project that
should receive an allocation. This is a required field.
Enter, or use to select, a valid starting account.
The system uses this account to determine the allocation amount that will
be charged to the project. This is a required field.
Enter, or use to select, a valid ending account. The
system uses this account to determine the allocation amount that will
be charged to the project. This is a required field.
Enter, or use to select, a valid starting organization.
The system uses this organization to determine the allocation amount that
will be charged to the project. This is a required field.
Enter, or use to select, a valid ending organization.
The system uses this organization to determine the allocation amount that
will be charged to the project. This is a required field.
Enter, or use to select, a valid debit account that
will receive the allocation amount during the creation of the journal
entry. The debit account specified for each line will be used by each
unique project/organization combination in those ranges. The debit account
has the same characteristics as any other direct account (the Detail
and Project
Required
check boxes must be selected in the Maintain Accounts screen (Accounting
» General Ledger » Accounts), and the account must be included
in the receiving project's account group and any transaction validation
screens specified for the project). This is a required field.
Use the drop-down list to select one of three options:
FIXED
OWNING
Performing
This is a required field.
If you select Fixed, the allocation will debit the same organization for each project that receives an allocation. Specify this organization in the Debit Organization field.
If you select Owning, the allocation will debit the organization designated as the Owning Organization in the Basic Info screen (Projects » Project Setup » Project Master) and Maintain Project Master screen (Projects » Project Setup » Project Master) for each project that receives an allocation.
If you select PERFORMING, the organizations that contributed the costs to be allocated will be debited for each project that receives an allocation. If multiple organizations contribute costs, the allocation will be pro-rated based on the direct costs, and indirect costs, if selected.
Enter, or use to select, a valid organization to debit.
Use this field only if the Debit
Org Code is Fixed.
Changes to this screen update the PROJ_ALLOC_QTYBASE table.