Module: Project Administration Applet: Recalculate Markups |
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Description: The ability to recalculate markups is used when the markup is set on a project or expense code after transactions have already been entered. To recalculate markups, the user must have permission (via the Permissions applet in the Administration module). This utility allows the user to recalculate the markups on non-labor project cost transactions.
Project Override Expense for ODC (Other Direct Charges) and CNS (Consultant Expense), can be set at any level of the WBS (Work Breakdown Structure). Setting the Markup at lower levels will override higher levels (e.g., task overrides phase, phase overrides project). Access the Markup Overrides by right-clicking on the Project Name in the Project Explorer (in the Projects Applet). Accordingly, the Markup fields on the Exp/GL tab have been removed.
Note: In order to access the Recalculate Markups Applet, you will need to have permission via the Permissions applet, located in the Administration Module.
Grid descriptions are listed below
Limit Transactions By (Date) - Choose the dates for which to recalculate the markup rates. Choices are: Do Not Limit, Transaction Date Range, or Period Range.
Limit Transactions By (Expense Codes) - Choose the expense codes for which to recalculate the markup rates. Choices are: Do Not Limit, Expense Codes, or Expense Group.
Statuses to Include:
| • | Ready - When checked, time line items with a bill status of Ready to Bill will be included. |
| • | Hold - When checked, time line items with a bill status of Hold will be included. |
| • | Never Billed - When checked, time line items with a bill status of Never Bill will be included. |
| • | Billed - When checked, time line items with a bill status of Billed will be included. |
| • | Write Off - When checked, time line items with a bill status of Write Off will be included. |
Include PM Types
| • | ODC |
| • | OCC |
| • | ICC |
Only This Project - Here you can select a specific project for which to recalculate markup or leave blank for all projects.