Use this screen to compute the Multi-Job Allocation journal entry, which allocates the costs of a project, or projects, to other projects. This enables you to use a project for cost accumulation and then allocate it similarly to a service center. You must set up the allocation in the Multi-Job Allocation Setup screen (Projects\Maintain\Allocations) before you execute this screen. You may also have to complete the Multi-Job Allocation Cost History screen (Projects\Configure\Allocations) and the Multi-Job Allocation Labor History screen (Projects\Configure\Allocations). Please refer to the documentation on these screens for additional instructions.
When completed, this process generates a separate multi-job allocation journal entry for each allocation code. You can then edit and post these entries in the usual way. Note that if you edit an allocation entry before posting, you should also make the change in the Multi-Job Allocation Cost History screen to ensure this table is correct for subsequent calculations.
Compute Multi-Job Allocation entries after entering and posting all the costs for the projects you want to allocate. You should also compute burden, even if you are allocating indirect costs, to ensure that the project tables are updated. After computing and posting this journal entry, compute burden for the receiving projects to ensure the allocated amounts are included in the revenue process.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Project Allocation Code
Use this drop-down box to select the range option for your computation. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the starting allocation code for the range of project allocation codes you want to include. If you select All or From Beginning in the Option field, this field will be inactive.
Enter, or use Lookup to select, the ending allocation code for the range you want to include. If you select All, One, or To End in the Option field, this field will be inactive.
Accounting Period
This field displays "One" because you can select only one period.
Enter, or use Lookup to select, a valid ending fiscal year for the Multi-Job Allocation entry.
Period *
Enter, or use Lookup to select, a valid ending period for the Multi-Job Allocation entry.
Enter, or use Lookup to select, a valid ending subperiod for the Multi-Job Allocation entry.
The non-editable field to the right displays the ending date of the subperiod entered.
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
PROJ_ALLOC_HS
PROJ_ALLOC_LAB_HS
JE_HDR
JE_TRN
JE_TRN_LAB_EMPL
JE_TRN_LAB_VEND