Establishing charge levels

Top  Previous  Next

Module:  Project Administration    

Applet:  Projects

 


Description: How to Establish Charge Levels. Charge levels control at what level ODC, OCC, and ICC expense charges can be applied. No level needs to be established for time charges since they always occur at the bottom node.

 

Step 1 - Right click on the bill terms node (Project Name) on the project tree and choose Charge Levels.

Note: Make sure you are not in Edit Project Structure mode.

Establishing Charge Levels 1

 

 

 

Step 2 - Select Charge Levels. You will have three pull-downs for each of the PM types.

Establishing Charge Levels 2

 

 

 

Step 3 - Choose the levels of the project to which you want to change each type and click Save.

Note:  The default is Project and it is preset. The level represents the ceiling, or top level, to which expenses can be charged. All nodes below that level are also allowed.

Establishing Charge Levels 3