Use this screen to set an override fee percent on each of the elements of direct cost for the project. The system uses this override fee percent in place of the percent entered in the Revenue Info screen when computing revenue and billings. You can also set an override fee on hours when using the Cost Incurred Plus Fee on Hours (CPFH) revenue or billing formula. This screen is available for all revenue formulas.
You can set fee overrides at a higher level than the revenue formula. For example, you can set up the fee override on travel for this project at the top level of the project, even if the revenue formula exists at a lower level. When overrides exist at multiple project levels, the system looks for the closest override at the same project level or higher in the project tree.
Use this screen to initially set up any fee override percentages that apply to direct cost for a project. Additional maintenance of the data on this screen is required only when a fee override percentage changes, or when a new one must be entered. If you add a new override or change an existing one, you must recalculate revenue and billings before the change will be reflected in revenue and billings.
Use the table window in this block to enter overrides on the fee that is applied to direct costs. You should enter the overrides by account.
Account *
Enter, or use Lookup to select, the number for any account contained in the Account Group for the project, exclusive of the accounts that have a function code of "Revenue," "Billed," or "Unbilled-General."
This non-editable column displays the description of each account number entered in the Account field.
Enter the override percent that you want to use in this field. Override percents can be positive, negative, or zero. An empty column indicates that there is no override to the fee percent entered in the Revenue Info screen.
If you are using a Cost Incurred Plus Fee on Hours (CPFH) billing or revenue formula, enter the fee override.
Select a code that will determine whether the override percent should apply to the Revenue, Billing, or Both computation. Available codes include the following: "Revenue," "Billing," and "All."
Any rows that display an Apply to (R/B/A) code will be saved. Rows that have a "0.00" Fee Percent entered and no Apply to (R/B/A) code will not be saved. To place an override on a particular account, you must enter a value in both the Fee Percent and the Apply to (R/B/A) fields.
* A red asterisk denotes a required field.
Changes to this screen update the OVRIDE_FEE_ON_DIR (Override Fee on Direct Cost) table.
