Page Comparison

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1. Expand WBS by clicking on the plus sign.arrow Image Added

2. Expand Cost Code Rate Setup by clicking on the plus signarrow Image Added

3. Click on Cost Code

4. Click on Add

5. 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 cost code being set up: 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, but the additional cost codes can be configured from Options → T&E Settings → T&E Flags (Search by Owner =”TM_BILL_CODE” filter to see the list and click Add to add more)

   • Default Cost Code - 00000

   • Based on WBS Level 1 - 00100

   • Based on Time Code and WBS Level  1 - 10100

   • Based on Time Code and WBS Level1 and Function - 10101

   • Based on Time Code and WBS Level1 and Level2 - 10201

   • Based on Time Code and WBS Level1 and Level2 and Level3 - 10301

   Based on Time Code and Employee and

   • Based on Employee, and Time Code - 11000

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

   • Based on Employee, Time Code, and

   Employee and

   • WBS Level1 and

   Function  - 11101Based on Time Code and Employee and

   • Level2

   and Function 

   • -

   11201

   • 11200

   • Based on Employee

   , Time Code

   • , WBS

   level 1, Operating Unit - 11110

   • Level1 - 10100

   • Based on Employee,

   Time Code, WBS level 1, Department and Function - 11121

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

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

     3. WBS Level (0 if Off ,  1 if the cost rate is based on Level 1, 2 if based on Level 2, 3 if based on Level 3, 4 if based on Level 4

   )

   • OBS (0  if off, 1 if the cost rate is based on Operating Unit, 2 if the rate is based on the Department)

   Function (0 if Off and 1 if the rate is based on the employee function

   • 1. )

6. Name* - Enter in a name for the Cost Code

7. Sequence* - The order in which the cost code would be applied in the case there are multiple cost codes that apply.

   For example: a company may have a default rate defined by level 1 (project), but in exception cases the rate may change for individuals within a specific function. So in this case the first sequence or the level of priority would be given to the cost rate to the rate by wbs level 1 and function and the second priority level to the cost rate by wbs level 1. for Example the cost code
   10301 means the cost rate is based on Time Code and WBS Level1 and Level2 and Level3 -

8. Click the Save 

* Indicates a required field