Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Project Labor Categories Subtask

Use this screen to copy or create new Project Labor Categories.

The PLC functionality uses time phased rates. These rates can be added and linked to existing PLCs to extend rates for future budget planning. For Costpoint clients, the time phased PLC rate information will be uploaded from Costpoint.

The following information displays in the Burden Cost subtasks.

Column Headings Description
PLC Each resource, with the default labor account and PLC assigned, is pulled in from time collection.
PLC Description This column displays the description of the PLC.
Link to Project PLC Select Link to Project PLC if you want to link the accounting system PLC to the project PLC.

When the PLCs are linked, the accounting PLCs can be cloned when the project PLCs are cloned. When two PLCs are linked, the rate from the accounting system PLC is used for any of the existing date ranges.

Project PLC If you selected Link to Project PLC, click the Project PLC drop-down list to display all of the PLCs assigned to the project.
Project PLC Description If you selected Link to Project PLC, this field displays the description that was applied to it.
Cloned This field indicates whether the PLC was cloned from another Project.
Originating Project This field displays the project from which the PLC was cloned

Clone Project Labor Categories Subtask

You can clone project labor categories using this subtask.

Field Description
Project ID

Enter, or click , to select the project ID.

Clone Acctng PLCs Links

Select this check box to clone accounting PLCs.

Project Labor Categories Billing Rates Schedule Table Details

You can copy or create new PLC Billing Rates Schedules using this table. The following information displays:

Column Headings Description
PLC This column displays the PLC code and description.
Bill Rate This column displays the rate for that date range.
Start Date This column displays the date when the rate will take effect. If this field is blank, the start date will be the beginning of the project.
End Date This column displays the date when the rate will end. If this field is blank, the end date will be at the end of the project.

Employee Billing Rates Schedule Subtask

This subtask displays specialized rates per employee or contract employee. You can add, modify, and delete records in this subtask.

Column Headings Description
Lookup Type Click to choose the type of employee you want to add. Options include:
  • Employee
  • Contract Employee
Employee Click to choose the employee.
Employee Name This column displays the name of the employee.
PLC This field displays the inherited PLC selected on the Project Labor Categories subtask and is not editable.
PLC Description This field displays the description of the PLC and is not editable.
Source If the PLC and rate were linked to the Project from within Costpoint, then CP displays in this field. If it was set up within Planning, it displays B&P.

Records populate from Costpoint if a specific rate was entered for the resource within the PLC Rates table in the Projects domain, and if the project is sequenced to the PEC (Project/Employee PLC Rates) level in the Manage Rate Sequence Order screen.

Bill Rate Enter the billing rate for the employee in this field.
Start Date Click to select or modify the date on which the billing rate takes effect.
End Date Click to select or modify the date on which the billing rate is no longer in effect.

Vendor Billing Rates Schedule Subtask

This subtask displays specialized rates per vendor or vendor employee. You can add, modify, and delete records in this subtask.

Column Headings Description
Lookup Type Click to choose the type of record you want to add. Options include:
  • Vendor
  • Vendor Employee
Vendor Click to choose the vendor.
Vendor Name This column displays the name of the vendor.
Vendor Employee Click to choose the vendor employee.

This field is only enabled when Vendor Employee is selected from Lookup Type.

Vendor Employee Name This column displays the name of the vendor employee.
PLC This field displays the inherited PLC selected on the Project Labor Categories subtask and is not editable.
PLC Description This field displays the description of the PLC and is not editable.
Source If the PLC and rate were linked to the Project from within Costpoint, then CP displays in this field. If it was set up within Planning, it displays B&P.

Records populate from Costpoint if a specific rate was entered for the resource within the PLC Rates table in the Projects domain, and if the project is sequenced to the PVC ( Project/Vendor PLC Rates) level in the Manage Rate Sequence Order screen.

Bill Rate Enter the billing rate for the employee in this field.
Start Date Click to select or modify the date on which the billing rate takes effect.
End Date Click to select or modify the date on which the billing rate is no longer in effect.