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To create a

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Cost Code:

  1. Expand WBS by clicking on the

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  1. arrow image-20240610-135407.pngImage Added

  2. Expand 

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  1. Cost Rate Setup by clicking on the

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  1. arrow image-20240610-135410.pngImage Added

  2. Click

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  1. on Cost Code

  2. Click

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  1. on Add

  2. In the New Cost Code setup window the following fields need to be selected:

    • Cost Code* - Select an option from the drop down menu that fits the

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    • cost code being set up:

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Default Bill Rate - 00000

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Based on WBS Level 1 - 00100

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Based on Time Code and WBS Level  1 - 10100

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Based on Time Code and WBS Level1 and Function - 10101

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    • Select an option from the drop down menu that fits the cost code being set up, a set of cost codes will appear in the drop down

      • Based on Employee, and Time Code - 11000

      • Based on Employee, Time Code, and WBS Level1   - 11100

      • Based on Employee, Time Code, and WBS Level1 and Level2 -

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      • 11200

      • Based on

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      • Employee, WBS Level1

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      • -

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      • 10100

      • Based on

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Based on Time Code and Employee and Level1 and Function  - 11101

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      • Employee, WBS Level1 and level2 - 10200

      • The code consists of 5 digits as in the following order, each digit in the code represents a an attribute based on which the cost rates are set up, the digits are set in the following order

        1. Time Code (1

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        1. if the cost rate is set based on the time code and 0 if Off)

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        1. Employee (1

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        1. if the cost rate is set based on the employee and 0 if Off)

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        1. WBS Level (0 if Off ,  1

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        1. if the cost rate is based on Level 1, 2

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        1. if based on Level 2,

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        1. 3 if based on Level 3,

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        1. 4 if based on Level 4)

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  1. Name* - Enter in a name for the

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  1. Cost Code

  2. Sequence* - The order in which the

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  1. cost code would be applied in the case there are multiple

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  1. cost codes that apply.

  2. Click

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  1. the Save 

* Indicates a required field