Costpoint Online Help

Using the Help Search
Using the Help Search
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Fees Subtask

Use this subtask to enter fee amounts for the project's budget.

You can use this subtask for projects that calculate revenue based on a fixed fee budget amount or a fee percentage. You can enter a fee percentage that calculates the fee entered based on the total amount budgeted. You can also enter a fixed fee amount in lieu of a fee percentage. In addition to a fee percentage or a fixed fee amount, you can include an award fee or other fee amount. You can typically use this subtask to establish or calculate a fee instead of using a multiplier on the Labor, Units, or Direct subtasks.

Table Window

To enter a new row, click .

Field Description
Organization

This column displays the default value from the owning organization entered on the Manage Project User Flow screen.

To modify the organization, enter, or click to select, the organization for this fee row.

Organization Name

This non-editable column displays the name of the organization entered in the Organization column.

Account

Enter, or click to select, the account for this fee row.

Account Name

This non-editable column displays the name of the account entered in the Account column.

Reference No

Enter, or click to select, the reference number for this fee row. This column is optional, and if you use the reference feature, the actual cost data for this project must also be tracked with reference numbers. This ensures correct variance reporting for actual versus budgeted.

Note: This column does not appear unless you select the Budget Using Ref Number and Ref Name check box on the Configure Project Budget Settings screen.
Fiscal Year

This non-editable column displays the fiscal year for this project budget row. Only fiscal years that are open are accepted. Total budgets always have zeros for the fiscal year and period.

Note: This column does not display unless you select the Budget by Period check box on the Info tab.
Period No

This non-editable field displays the fiscal period. For new budget rows, the period is "0" until you use the Spread function to divide the fiscal year into periods.

Note: This column does not display unless you select the Budget by Period check box on the Info tab.
Fee Percentage

Enter the fee percentage for this fee row. This percentage is multiplied by sum of the total budget and total indirect amounts from the main screen. If a (flat) fee amount is used instead of a percentage, this field remains zero.

Fee Amount

Enter the fee amount for this fee row. If a fee percentage is used instead of a (flat) fee amount, this field remains zero.

Other Fee Amount

Enter any additional fee amount for this fee row. This amount is added to either the Fee Amount or the amount calculated from the Fee Percentage column. You can keep award fee amounts separate using this column.

Total Fee Amount

This non-editable column displays the Fee Amount or the amount calculated from the Fee Percentage column, along with any Other Fee Amounts.

Unallocated Amt
Note: This column does not appear unless you select the Budget by Period check box on the Info tab.

This non-editable column totals all amounts unallocated to a fiscal year or period for this total budget row. It is the total budget amount less the amount spread over fiscal years and periods.