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Overview
The Combination section allows you to return data from multiple hourly, fixed fee, ODC, and OCC sections. This allows for the grouping of project charges by project level and then by type of expense.
Key Concepts
| • | The Sections dropped into the Design Sections grid populate the Dataset. Even though you may see the field in the Dataset of the RDL, that item will not be returned until you go to the respective section and check that box. |
| • | If you want to use the data in a SQL Query section, the data populates the Temp_Invoice_Combined table. |
Field Descriptions
Name
| • | Textbox - The name of the Combination section can be edited here. Must be unique. |
| • | Print When Zero - When checked, the section will print regardless if there is any current amount to be billed. |
Cap Level
| • | Drop-down - The level that the Combined Cap is set at |
Note - The Contract Levels must be set at this level on Labor, ODC and OCC to use this cap. More on Contact Levels/ Caps. Also, all of the underlying sections must have the WBS Level set to the same level as this number.
Design Sections Header
Description - This grid works like the main Invoice Designs Tab. Select the Labor, ODC, and OCC sections that contain the fields that you would like to include in the Combinations Dataset. Add them to the grid (as seen above), and hit Save. Now you can download the combination section and alter the RDL as you would with any other section.
| • | Section Type - This drop-down displays the Section Type that you want to drop into the design. Options are Header, Labor, ODC, OCC, Combined, SQL Query, Summary Statement and Taxes. |
| • | Section - This drop-down displays the available sections and are dependent on the selection from the Section Type drop-down. In order for an item to show in the drop-down, it must exist in the Section Designs Tab. An item displays on the Section Design tab either by copying or creating a new section. |
| • | Add - When clicked, the section selected from the Section drop-down will be added to the Design Sections grid. |
| • | Up button - Moves the highlighted section up in the Design Sections grid. |
| • | Down button - Moves the highlighted section down in the Design Sections grid. |
Design Sections Grid
| • | Type - The type of section added. This is from the Section Type drop-down. |
| • | Name - The Name of section added. This is from the Section drop-down. |
| • | Cap Type - The combined caps allow for combining different pm types (Labor, ODC and OCC) into a single cap for not-to-exceed type invoicing. The system will compared aggregate charged and previously billed against the aggregate cap. Please note that the caps must be setup at the same level for a given project. |
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