to select, the project against which
the history will be entered. This is a required field. The field to the
right displays the project description.Use this screen to enter prior fiscal year hours and amounts for employees and vendors by labor category. History is entered against a project/account/ organization combination. Organizations, projects, and accounts entered must exist in their respective tables but need not be currently open. The system uses the historical data in this table to print inception-to-date totals on the Labor Summary Report.
Use this screen when you initialize Costpoint. Once Costpoint is operational, the system will maintain the data in this screen. You should not make any changes.
Use this drop-down list to select a fiscal year.
Use this drop-down list to select an accounting period. All project history for a given fiscal year must be applied to the same period number. You should specify either the last period of the fiscal year or the period in which all YTD costs were rolled. Once Costpoint is operational, the system will update this field with the actual period in which the transaction occurred.
Use this drop-down list to select a subperiod. All project history for a given fiscal year and period must be applied to the same subperiod. Once Costpoint is operational, the system will update this field with the actual subperiod in which the transaction occurred.
Enter, or use to select, the project against which
the history will be entered. This is a required field. The field to the
right displays the project description.
Enter, or use to select, the organization number at
the level at which the history data will be entered. This is a required
field. The field to the right displays the organization description.
Enter, or use to select, the account number against
which the history will be entered. This is a required field.
The field to the right displays the description of each account number.
Enter, or use to select, the Project Labor Category
(PLC). This is a required field.
Enter, or use to select, the General Labor Category
(GLC). This is a required field.
Enter, or use to select, the employee number. You can
select employees, vendor employees, or vendors on the row. Only one of
these is allowed per row.
This column displays the name of each employee selected in the Employee column.
Enter, or use to select, the vendor number (subcontractor).
You can select employees, vendor employees, or vendors on each row. Only
one per row is allowed. This field is required for labor accounts
only.
This column displays the name of each vendor selected in the Vendor column.
Enter the vendor employee for the selected vendor. Only those vendor employees that have been entered in the Maintain Vendor Employees screen (Accounting » Accounts Payable » Vendor Info) for the selected vendor will be available for entry in this field. This field is required for labor accounts only.
This column displays the vendor employee name associated with the selected Vendor Employee.
Enter the labor amount for each employee or vendor against each labor category.
Enter the number of hours for each employee or vendor against each labor category.
This column displays the billing rate applicable to the employee (vendor)/labor category for the entered fiscal year/period/subperiod. Once Costpoint is operational, the Load Labor Rates screen (Projects » Cost and Revenue Processing » Revenue Processing or Projects » Billing » Prepare Billings) will update this field.
Enter the billing rate before discount. This is for informational purposes only. If you are not using billing discounts, this column is hidden. The Load Labor Rates process updates this field.
Use this drop-down list to select the rate type for this project's PLC. Valid options are:
A - Actual
B - Billing
C - Ceiling Rate
S - Standard
The A rate type divides actual amount paid by actual hours (actual amount/actual hours) to obtain the rate during the load labor rates process. The A selection allows the application of multipliers to the rate for revenue and billing calculations. The B rate type uses the T&M project rate that does not include multipliers. The C rate calculates the A rate, then compares it with the ceiling and uses the lesser of the two rates. The C selection allows the application of multipliers to the rate for revenue and billing calculations. The S rate is equal to the Salary or Hourly rate per employee in the Salary Info and History screen (People » Employee » Basic Employee Setup). This rate reflects the standard rate without any auto adjusting on the timesheet. Multipliers will be applied against the S rate type. Once Costpoint is operational, the Rate Type field will be updated during the Load Labor Rates process.
Enter the effective bill date used for retrieving billing rates.
This column displays the allowable hours for this employee (vendor)/labor category for the entered fiscal year/period/subperiod. The allowable hours are the billable hours. Non-billable hours are not included here.
Changes to this screen update the LAB_HS table.