Use this drop-down list to select a fiscal year.

Use this drop-down list to select an accounting period. All project history for a given fiscal year must be applied to the same period number. Specify either the last period of the fiscal year or the period in which all YTD costs were rolled. After Costpoint is operational, Costpoint updates this field with the actual period in which the transaction occurred.

Use this drop-down list to select a subperiod. All project history for a given fiscal year and period must be applied to the same subperiod. After Costpoint is operational, Costpoint updates this field with the actual subperiod in which the transaction occurred.

Enter, or click to select, the project against which the history is entered. This is a required field. The field to the right displays the project description.

Enter, or click to select, the organization number at the level at which the history data is entered. This is a required field. The field to the right displays the organization description.

Enter, or click to select, the account number against which the history is entered. This is a required field.

The field to the right displays the description of each account number.

Enter, or click to select, the Project Labor Category (PLC). This is a required field.

Enter, or click to select, the General Labor Category (GLC). This is a required field.

Enter, or click to select, the employee number. You can select employees, vendor employees, or vendors on the row. Only one of these is allowed per row.

This column displays the name of each employee selected in the Employee column.

Enter, or click to select, the vendor number (subcontractor). You can select employees, vendor employees, or vendors on each row. Only one per row is allowed.  This field is required for labor accounts only.

This column displays the name of each vendor selected in the Vendor column.

Enter the vendor employee for the selected vendor. Only those vendor employees that have been entered on the Vendor Employees subtask of the Manage Vendors user flow for the selected vendor are available for entry in this field. This field is required for labor accounts only.

This column displays the vendor employee name associated with the selected Vendor Employee.

Enter the labor amount for each employee or vendor against each labor category.

Enter the number of hours for each employee or vendor against each labor category.

This column displays the billing rate applicable to the employee (vendor)/labor category for the entered fiscal year/period/subperiod. After Costpoint is operational, the Load Labor Rates screen updates this field.

Enter the billing rate before discount. This is for informational purposes only. If you are not using billing discounts, this column is hidden. The Load Labor Rates screen updates this field. 

Use this drop-down list to select the rate type for this project's PLC. Valid options are:

• A: Actual
• B: Billing
• C: Ceiling Rate
• S: Standard

The A rate type divides actual amount paid by actual hours (actual amount/actual hours) to obtain the rate during the Load Labor Rates process. The A selection allows the application of multipliers to the rate for revenue and billing calculations. The B rate type uses the T&M project rate that does not include multipliers. The C rate calculates the A rate, then compares it with the ceiling and uses the lesser of the two rates. The C selection allows the application of multipliers to the rate for revenue and billing calculations. The S rate is equal to the Salary or Hourly rate per employee on the Manage Employee Salary Information screen. This rate reflects the standard rate without any auto adjusting on the timesheet. Multipliers are applied against the S rate type. After Costpoint is operational, the Rate Type field is updated during the Load Labor Rates process.

Enter the effective bill date used for retrieving billing rates.

This column displays the allowable hours for this employee (vendor)/labor category for the entered fiscal year/period/subperiod. The allowable hours are the billable hours. Non-billable hours are not included here.