Dir Cost Ceil_ Subtask

Use this subtask to impose a ceiling amount for any level of an account that is used in the calculation of revenue and billings for each element of direct cost for a project.

This ceiling amount becomes the not-to-exceed amount for calculating how much direct cost is included when calculating revenue or billings.

Use this subtask to initially set up any ceilings on direct cost that are used in the revenue and/or billing computations. Initialize this screen after you have set up the Manage Project Account Groups screen, Basic Info tab, Revenue Details subtask, and the Billing Details subtask and before calculating billing or revenue. Additional maintenance of the data in this screen is required only when a ceiling amount changes, or when a new one must be added.

You can impose these ceilings on an account at any level, including the summary level.

This subtask is also available as a standalone application, Manage Direct Cost Ceilings.

Contents

Field	Description
Account	Enter an account number or click to find the appropriate account. This column can display any of the account numbers at any level (including summary levels) contained in the account group for the project, exclusive of the accounts that have a function code of Revenue, Billed, or Unbilled-General. If an account is not linked to the account group that is assigned to the project on the Basic Info tab, the application displays the following warning: "This account is not set up for this project's Account Group Code." The application does, however, allow you to put this or any account in this table. If accounts that are not included in the project account group or are not expense accounts are listed in this table, the processing time of the Compute Revenue process increases. Exercise caution when selecting the accounts in this table. This is a required field.
Account Name	This column displays the name of each account number displayed in the Account column. Account names are defined on the Manage Accounts screen.
Functional Currency Ceiling Amount	Enter the ceiling amount for the account. Ceiling amounts can be a positive number or can be zero. This is a required field.
Apply to R/B/A?	Use the drop-down list to select the code that determines whether the Ceiling Amount applies to the Revenue, Billing, or Both computations. Available codes include the following: Revenue, Billing, All (both Revenue and Billings), or None (neither Revenue nor Billings). This is a required field.
Billing Currency Ceiling Amount	Enter the ceiling amount in billing currency for the account. This field is editable if the billing currency code entered on the Manage Project Billing Information is different from your company's functional currency, and if either Billing or All is selected for Apply to R/B/A. If the project has no PROJ_BILL_INFO record or is above the project billing level, this field is disabled.
Billing Currency	This non-editable field displays the code for the currency used to bill this project. Costpoint retrieves this currency code from the Manage Project Billing Information screen. If the project has no PROJ_BILL_INFO record or is above the project billing level, this field displays N/A. Note: The Billing Currency Ceiling Amount and Billing Currency fields are available only if you are licensed for multicurrency.