Job Allocation Combinations Workspace

Use this workspace to enter and maintain rules that govern the allocation combinations that are allowed for job entries.

An allocation combination is the combination of dimension values that you use when you create a job entry. You can set up rules governing allocation combinations and apply the rules to jobs.

A rule serves three purposes:

• It controls which combinations of dimension values are allowed when you create a job entry. For example, it can determine that only activities in a certain range can be used when you enter time on a time sheet or post a job journal.
• It controls whether a job entry with certain dimensions will be included in the fixed price of a job.
• It determines which dimensions can be used in a job entry and which are mandatory to include in a job entry.

Note: The rules do not apply to budget journal entries in the Budget Journal workspace in the Budget module.

Note: The Fixed Price Contract Budget job parameter must have the Include Outlays in Fixed Price attribute set to Yes or the job allocation combinations are ignored.

Use the Job Allocation Combinations tab to specify the dimensions that you can and must specify manually when you create entries for the jobs that are assigned this rule. In the Lines sub-tab, enter the combinations of activities, dimension values, and tasks that are allowed.

If you want to create general allocation combination rules to apply to all of the jobs in Maconomy, or to jobs that belong to certain companies, you can create these rules in the G/L Allocation Combinations and Company Allocation Combinations workspaces in the G/L module. Maconomy then applies all of the rules—from the Job Allocation Combinations workspace, the G/L Allocation Combinations workspace, and the Company Allocation Combinations workspace—to the relevant jobs.

You can also specify rules that control whether entries are included in the fixed price of both fixed-price jobs and time and-materials jobs. Entries that are not included in the fixed price are invoiced separately.

For this to work, the job must be set up with a Pricing Principle job parameter with the Fixed-Price Inclusion attribute set to By Job Allocation Combination. This functionality applies to all fixed-price jobs that you assign to the job allocation combination in question, and to those time and materials jobs that you assign to the job allocation combination and that you set up to use revenue recognition by completion percentage and/or to handle overruns.

If you create a completely blank line, Maconomy displays a warning, because that type of line would allow all allocation combinations on job entries.