Costpoint Online Help

Using the Help Search
Using the Help Search
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Cost/Hours Base Subtask

Use this subtask to enter the information that serves as the basis for the allocation when the Allocation Method on the main screen is either Cost Incurred or Hours Incurred.

To customize the basis, enter a range for projects, accounts, or organizations. For each line, you can specify a debit account that is used by all project/organization combinations in that range. In the Debit Org Code column, you can specify which organization (owning, performing, or fixed) is to receive the allocation. You can enter more than one line in the table window.

If your Allocation Method is either Cost Incurred or Hours Incurred, the PROJ_SUM table must contain amounts or hours, respectively, for the range of projects/accounts/ organizations entered in order to have a basis for allocation. After you post the allocation, you must run the Compute Burden Costs screen again.

Table Window

In this table window you can specify which project/account/org combinations form the base for the allocation code. Costpoint adds the total cost in the PROJ_SUM table for all project/account/org combinations to get the total base amount. It then divides the cost incurred for each project/account/org line by the total to obtain a percentage. This percentage, multiplied by the total amount on the Cost Accounts subtask, is debited to the project on each line of this table. The account and org that are debited are displayed in the Debit Account and Debit Organizations columns of the table.

Field Description
Line

This non-editable field displays the line numbers automatically generated by Costpoint.

Starting Project

Enter, or click to select, a valid starting project that receives an allocation. This is a required field.

Ending Project

Enter, or click to select, a valid ending project that receives an allocation. This is a required field.

Starting Account

Enter, or click to select, a valid starting account. Costpoint uses this account to determine the allocation amount that is charged to the project. This is a required field.

Ending Account

Enter, or click to select, a valid ending account. Costpoint uses this account to determine the allocation amount that is charged to the project. This is a required field.

Starting Organization

Enter, or click to select, a valid starting organization. Costpoint uses this organization to determine the allocation amount that is charged to the project. This is a required field.

Ending Organization

Enter, or click to select, a valid ending organization. Costpoint uses this organization to determine the allocation amount that is charged to the project. This is a required field.

Note: When entering the project, account, and organization ranges, be sure there are no overlapping values.
Debit Account

Enter, or click to select, a valid debit account that receives the allocation amount during the creation of the journal entry. The debit account specified for each line is used by each unique project/organization combination in those ranges. The debit account has the same characteristics as any other direct account (the Detail and Project Required check boxes must be selected on the Manage Accounts screen, and the account must be included in the receiving project's account group and any transaction validation screens specified for the project). This is a required field.

Debit Org Code

Use the drop-down list to select one of three options:

  • Fixed: If you select Fixed, the allocation debits the same organization for each project that receives an allocation. Specify this organization in the Debit Organization field.
  • Owning: If you select Owning, the allocation debits the organization designated as the Owning Organization on the Basic Info tab of the Manage Project User Flow for each project that receives an allocation.
  • Performing: If you select PERFORMING, the organizations that contributed the costs to be allocated are debited for each project that receives an allocation. If multiple organizations contribute costs, the allocation is pro-rated based on the direct costs, and indirect costs, if selected.

This is a required field.

Debit Organization

Enter, or click to select, a valid organization to debit. Use this field only if the Debit Org Code is Fixed.