| Field | Description |
|---|
|
Employee Realization Allocation drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
|
Employee
|
When you access this dialog box in Interactive Billing, this grid displays all
employees with labor detail for an invoice. This includes
employees that have posted labor amounts and any
employees that you insert on the Labor tab of the Interactive Billing form. All of an
employee's hours for a
phase and
task (posted on multiple days) are summarized in one entry in the grid. You cannot add
employees to the grid.
When you access this dialog box in
Employee Realization, this grid displays
employees for the
projects and periods that you selected on the
Employee Realization Allocation form that initially displays in
. You cannot add
employees to the grid.
|
|
Project
|
This displays the
project for which the
employee has realization.
|
|
Phase (WBS2)
|
If you use
phases (WBS2), this field displays the
phase hours for an
employee.
|
|
Task (WBS3)
|
If you use
tasks (WBS3), this field displays the
task hours for an
employee.
|
| Hours
|
- When you access this dialog box in Interactive Billing, this field displays an
employee's total hours for the invoice from all invoice transactions, including inserted, modified, and billed records. The
Hours column does not include hours that are written off or on hold. The hours displayed here are the same as the hours displayed on the
Labor tab in Interactive Billing before you accepted the invoice with the exception of written-off and hold records. Non-billable
labor hours are included in the hours, without regard to the option in Billing Configuration on whether or not to include non-billables. You cannot edit the hours.
- When you access this dialog box in
Employee Realization, this field displays an
employee's hours for
employee-specific time and
units from posted invoices for the
projects and periods that you selected on the
Employee Realization Allocation form that initially displays in
.
|
| Billing Value
|
This monetary amount includes all the billable time record transactions associated with an
employee. This includes inserted, modified, and billed records. This column does not include hours that are written off or on hold.
This column displays only if you chose the Billing Calculation Method for
Employee Realization Reporting on the Reporting tab of
.
If you use multiple currencies, the billing value is in the billing currency.
|
| Cost Value
|
This monetary amount includes all time record transactions that are associated with the
employee, including posted and billing transactions, as well as non-billable
labor. This column does not include hours that are written off or on hold.
You must have security set (Labor Cost Rates/Amount in the Miscellaneous section of the Accounting tab in
) to view cost information to see values in this column. This column displays only if you chose the Cost Calculation Method for
Employee Realization Reporting on the Reporting tab of
.
If you use multiple currencies, the cost value is in the
project's billing currency.
|
|
Employee Specific
Unit Realization
|
This is the monetary amount of realization from
unit postings for which the
unit is designated as
employee-specific. The
Employee-specific Revenue check box must be selected on the
Units hub form. The revenue
account specified for the
unit on the
Units hub form must be an allocation
account designated for the
Employee Realization Reporting feature on the Reporting tab of
.
This amount includes only
units that are billable, including billing modifications to the
unit. The amount does not include
units that are on hold or to be written off. A cost-only
unit (non-billable) is not included.
If an
employee is associated with only an
employee-specific
unit and does not have labor transactions associated with an invoice, the
unit will be allocated to the specific
employee.
You can edit this field when all of a
project's WBS levels are displayed in the grid. You can move realization amounts (Employee Specific
Unit Realization and Labor Realization) between different WBS levels as long as the Total Realization matches the total invoice at the
project level.
|
| Labor Realization
|
This is the monetary amount of realization that is associated with an
employee's hours. The amount is calculated using the calculation method (Billing, Cost, or Hours) that is specified on the Reporting tab of
.
The total labor revenue amounts (as defined by the
accounts on the Reporting tab that are specified for the
Employee Realization Reporting feature) is prorated among the
employees who work on the
project.
You can edit this field. For example, you can edit the labor realization amount for an
employee to give more credit based on the
employee's effort rather than raw hours, cost, or billing value.
When all of a
project's WBS levels are displayed in the grid, you can move realization amounts (Employee Specific
Unit Realization and Labor Realization) between different WBS levels as long as the Total Realization matches the total invoice at the
project level.
If the fee method for an invoice is Percent Complete by
Phase and you enabled posting by billing
phase (on the Fees tab in Billing Terms), the full amount of the
phase billing is allocated to the specified WBS2 or WBS2/WBS3. You can switch the
Employee Realization Allocation grid to the
project view and assign the allocation to labor on other
phases as needed.
If you use multiple currencies, the labor realization value is in the
project's billing currency.
|
| Total Realization
|
This displays the sum of the
employee-specific realization monetary amount and the
labor realization monetary amount.
The total realization amount for all
employees matches the invoice amount for the allocation
accounts specified on the Reporting tab of
.
|
| Sum bar
|
This displays the totals in each of the
Employee Specific
Unit Realization,
Labor Realization, and
Total Realization columns.
|
| Invoice Total
|
When
employees at the
project level display in the grid, the invoice total is for all the
Employee Realization Reporting allocation
accounts on the Invoice Accept dialog box. When
employees at the
phase (WBS2) or
task (WBS2 and WBS3) level display in the grid, the invoice total is equal to the available realization amounts in the grid.
|
| OK
|
Click this button to save realization calculations, close the dialog box, and print or preview the invoice. Whether the invoice prints or is previewed depends on whether or not you selected the
Preview Accepted Invoice check box in the
Final Invoice Processing section of the Billing Session Options dialog box.
|
| Allocate
|
Click this button to allocate
employee realization amounts to the
employees who are displayed on this dialog box.
|
| Save
|
Click this button to save any changes that you make to the allocation grid. Saving is not necessary before you click the
Allocate button. This does not save the realization calculations for another session, but it may help you as you move between
projects in the
Employee Realization dialog box.
|
(the
Phase/Task lookup) to the left of the
project name. From the drop-down list, select what to display in the grid; only a particular
phase (WBS2) or
task (WBS2 and WBS3), or all
phases and
tasks for a
project.