Contents of the Employee Realization Allocation Dialog Box

Use the fields and options to modify employee realization information.

Some options display only when you open this dialog box in Billing > Interactive Billing.

Setting up the Employee Realization Allocation Grid

The default view for the grid is controlled by the Project View on Detail Tabs checkbox in the Transaction Details section of the Billing Session Options dialog box in Interactive Billing.

• Select this checkbox to display data for all WBS (work breakdown structure) levels when you open the Employee Realization Allocation grid.
• On the Interactive Billing form, click to the left of the project name. From the drop-down list, select what to display in the grid; only a particular phase (WBS2) or task (WBS2 and WBS3), or all phases and tasks for a project.

Field	Description
Project Name	Vantagepoint displays the project name as the title of the dialog box for which the employee has realization.
Invoiced Total	When employees at the project level display in the grid, the invoice total is for all the Employee Realization Reporting allocation accounts listed on the Invoice Accept dialog box. When employees at the phase (WBS2) or task (WBS3) level display in the grid, the invoice total is equal to the available realization amounts in the grid.
Allocation Total	This field displays the total amount allocated for labor and employee-specific unit realization for all employees in the project. If you edit any amounts, you must distribute the amount to another row so that the Allocation Total equals the Invoiced Total. These totals must have the same amounts before you can proceed.

Employee Realization Allocation Grid

Field	Description
Employee	When you access this dialog box in Interactive Billing: This grid displays all employees with labor detail for an invoice. This includes employees that have posted labor amounts and any employees that you insert on the Labor tab of the Interactive Billing form. All of an employee's hours for a phase and task (posted on multiple days) are summarized in one entry in the grid. You cannot add employees to the grid. When you access this dialog box in Employee Realization: This grid displays employees for the projects and periods that you selected on the Employee Realization Allocation form that initially displays in Billing > Employee Realization. You cannot add employees to the grid.
Project	This displays the project number for which the employee has realization.
Phase (WBS2)	If you use phases (WBS2), this field displays the phase hours for an employee.
Task (WBS3)	If you use tasks (WBS3), this field displays the task hours for an employee.
Hours	When you access this dialog box in Interactive Billing: This field displays an employee's total hours for the invoice from all invoice transactions, including inserted, modified, and billed records. The Hours column does not include hours that are written off or on hold. The hours displayed here are the same as the hours displayed on the Labor tab in Interactive Billing before you accepted the invoice with the exception of written-off and hold records. Non-billable labor hours are included in the hours, without regard to the option in Billing Settings on whether or not to include non-billables. You cannot edit the hours. When you access this dialog box in Employee Realization: This field displays an employee's hours for employee-specific time and units from posted invoices for the projects and periods that you selected on the Employee Realization Allocation form that initially displays in Billing > Employee Realization.
Currency	If you use multiple currencies, this field displays the currency of the realization amounts.
Billing Value	This column displays only if you select Billing as the calculation method when you enable Employee Realization in Settings > Accounting > Labor Options. This monetary amount includes all the billable time record transactions associated with an employee. This includes inserted, modified, and billed records. This column does not include hours that are written off or on hold. If you use multiple currencies, the billing value is displayed in the billing currency.
Cost Value	This column displays only if you select Cost as the calculation method when you enable Employee Realization in Settings > Accounting > Labor Options. This monetary amount in this column includes all time record transactions that are associated with the employee, including posted and billing transactions, as well as non-billable labor. This column does not include hours that are written off or on hold. To view cost values, you must have the appropriate settings specified for your role via the Labor Cost Rates/Amount option in the Miscellaneous section of the Accounting tab in Settings > Security > Roles. If you use multiple currencies, the cost value is displayed in the project's billing currency.
Employee Specific Unit Realization	This is the monetary amount of realization from unit postings for which the unit is designated as employee-specific. The Employee-specific Revenue checkbox must be selected on the Units hub form. The revenue account specified for the unit on the Units hub form must be an allocation account designated for employee realization reporting. This amount includes only units that are billable, including billing modifications to the unit. The amount does not include units that are on hold or to be written off. A cost-only unit (non-billable) is not included. If an employee is associated with only an employee-specific unit and does not have labor transactions associated with an invoice, the unit will be allocated to the specific employee. You can edit this field when all of a project's WBS levels are displayed in the grid. You can move realization amounts (Employee Specific Unit Realization and Labor Realization) between different WBS levels as long as the Total Realization matches the total invoice at the project level.
Labor Realization	This is the monetary amount of realization that is associated with an employee's hours. The amount is calculated using the calculation method (Cost, Billing, or Hours) that is specified when you enable Employee Realization in Settings > Accounting > Labor Options. The total labor revenue amounts is prorated among the employees who work on the project. You can edit this field. For example, you can edit the labor realization amount for an employee to give more credit based on the employee's effort rather than raw hours, cost, or billing value. When all of a project's WBS levels are displayed in the grid, you can move realization amounts (Employee Specific Unit Realization and Labor Realization) between different WBS levels as long as the Total Realization matches the total invoice at the project level. If the fee method for an invoice is Percent Complete by Phase and you enabled posting by billing phase (on the Fees tab in Billing Terms), the full amount of the phase billing is allocated to the specified WBS2 or WBS2/WBS3. You can switch the Employee Realization Allocation grid to the project view and assign the allocation to labor on other phases as needed. If you use multiple currencies, the labor realization value is in the project's billing currency.
Total Realization	This field displays the sum of the employee-specific realization monetary amount and the labor realization monetary amount for each employee. The total realization amount for all employees matches the invoice amount for the allocation accounts specified on the Employee Realization Allocation Accounts grid in Settings > Accounting > Labor Options.
Run	When you access this dialog box from Interactive Billing, click this button to save realization calculations, close the dialog box, and preview the invoice.
Save	When you access this dialog box from Employee Realization, click this button to save employee realization allocation amounts and any changes that you make to the allocation grid.
Cancel	Click this button to cancel your changes and close the dialog box.