Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Hours Subtask

Use this subtask to view, copy, or create labor hour records for staff, subcontractors, and consultants.

Contents

The following fields display on the Staff Hours subtask.

  • Hide: Click this button to hide project budget/EAC resources that have the Hide Row check box selected.
    Note: This button only displays if the Enable Subtask Row Hide check box is selected.
  • Unhide: Click this button to display hidden project budget/EAC resources.

    This button only displays if the Enable Subtask Row Hide check box is selected.

Column Headings Description
Hide Row Select this check box if you want to hide the project budget/EAC resource.
Note: This column displays only if the Enable Subtask Row Hide  check box is selected.
Warnings This column displays the number of warnings that occurred per record.
Note: The Warning messages display on the Warnings subtask.
Hours Type Select the type of hours you want to enter. Choose from the following options:
  • Staff Hours
  • Subcontractor Hours
  • Consultant Hours
ID Type Select the resource ID Type. The options that display vary depending on the value selected in Hours Type.

If you chose Staff Hours, options include:

  • Employee
  • Generic Labor Category
  • Generic Staff
  • Key Entry
  • Project Labor Category

If you chose Subcontractor Hours or Consultant Hours, options include:

  • Contract Employee
  • Generic Labor Category
  • Key Entry
  • Project Labor Category
  • Vendor
  • Vendor Employee
Name This column displays the name of the resource.
Acct ID This column displays the labor account ID of the resource.
Org ID This column displays the Organization ID of the resource.
GLC/PLC This column displays Project Labor Category or General Labor Category of the resource.
Hr Rate This column displays the employee's rate per hour based on the current period of the budget.
Note: By default, the Hr Rate is displayed when Labor Suppression in Manage Users is set to OFF. You can set the Hr Rate to be displayed or not using the Project tab of Configuration Settings. When Labor Suppression is set to ON the Hr Rate is not displayed.
Rev Clear the check box in this column for any individual resource where you do not want revenue calculated.
Brd This column displays the overhead expenses for the project selected.
Total Inc Pending

This column displays the total EAC amount plus the current pending charges.

Pending

This column displays the pending charges.

Totals This column totals the numbers for each resource during the date range selected for the budget.
YY-MM-DD This displays the PTO hours per year. You can edit this field directly using the form.

Warnings Subtask

Use the Warnings subtask to view messages that identify potential issues on Working Status budgets for the selected record. This subtask displays only if warnings exist.

Column Headings Description
Cost Type This column displays the cost type.
ID Type This column displays the ID Type.
ID This column displays the ID.
Name This column displays the name of the resource.
Org ID This column displays the Org ID.
Acct ID This column displays the account ID.
Warning This column displays the warning message.

Employee Schedule Subtask

Use this subtask link when creating budget to view what other projects an employee has been budgeted on or to know what other schedule the employee is allocated/assigned to.

Note: This subtask only displays if Staff Hours is selected in the Hours Type column.

The following are the columns that display for the Employee Schedule table.

Column Headings Description
Project ID This column displays the project ID.
Source This column displays the source of the budget.
Version If more than one budget exists, this field displays the version number of each.
Manager This column displays the name of the resource's manager.
Total This displays the total per column information.
YY-MM-DD This displays the hours per resource per period. You can edit this field directly using the form.

Begins with the current month and shows data back six months.

Pending Charges Detail

This subtask links directly to Pending Charges Detail report and only displays for EACs.

Employee PLC Table Details

The following are the columns that display for the Employee PLC table.

Column Headings Description
PLC This column displays the Project Labor Category code at the current level of the project for a selected employee.

If no PLCs exist at that level, Costpoint Planning displays the PLCs assigned to the employee at the lower level of the project, and if none exist at the lower level, it displays PLCs assigned at the higher level. Alternately, if PLCs are not assigned to the employee at either level, it displays the PLCs assigned to the project.

Description This column displays the description of the Project Labor Category.
Project ID This column displays the Project ID of the employee.

Advanced Search

The Advanced Search subtask displays if the budget/EAC has a status of Working.

See "Advanced Search" under Related Topics below for more information.

Fill

The following are the fields that display on the Fill form.

Field Description
Start Period

Click to display the calendar and select a starting date to copy values from

End Period

Click to display the calendar and select an end date to copy values throughout.

Fill Values

If you click this option, the value is copied all the way through in that one record from the starting date to the end date.

Fill Rows

If you click this option, the value is copied in all rows and columns from start date to end date.

Fill Columns

If you click this option, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell.