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

Manage Supporting Schedule Formats

Use this screen to establish the formats for the supporting schedules that are printed with your bills.

You can use these supporting schedules internally or submit them to your customers to document your bills. Detailed information by transaction, including notes, is available for each line of the bill. You can include summary information regarding previous, current, and cumulative amounts billed by line on the schedules. There are four different supporting schedule types: Non-Labor, Labor — Non-T&M projects, Labor — T&M projects, and Units.

Detailed information available on each of the reports is as follows.

Non-Labor Supporting Schedule

The Non-Labor Supporting Schedule contains the following information:

  • Bill line description
  • Fiscal year and period
  • Transaction description
  • Voucher number or journal entry number
  • Vendor ID
  • Invoice ID
  • Current amount
  • Cumulative amount
  • Transactions notes (optional)
  • Summary of previous, current, and cumulative amounts billed (optional)

Labor Supporting Schedule (Non-T&M Projects)

The Non-T&M Labor Supporting Schedule contains the following information:

  • Labor categories and descriptions
  • Current hours
  • Current cost amount
  • Cumulative hours (optional)
  • Cumulative amount (optional)
  • Hours-only information (optional)
  • Employee/vendor name (optional)
  • Timesheet dates (optional)
  • Timesheet comments (optional)
  • Summary of previous, current, and cumulative amounts billed (optional)

Labor Supporting Schedule (T&M Projects)

The T&M Labor Supporting Schedule contains the following information:

  • Billing rates
  • All other information listed previously for non-T&M projects

Units Supporting Schedule

Unit billings are billings that include units (of some item) billed at catalog or CLIN prices. These billings can be transaction-based (for example, using units transactions recorded on the Manage Unit Usage screen) or based on an automatic billing quantity established on the Manage CLIN Information screen. To take full advantage of the unit features, you must use the Costpoint Product Definition add-on module. Refer to special topic "Units" for more information. The Units Supporting Schedule contains the following information:

  • Usage date
  • Item ID
  • Revision number
  • Quantity
  • Unit price
  • Total price
  • Sales tax amount
  • Current amount
  • Cumulative amount
  • Selling item description
  • Long selling item description
  • Notes (optional)
  • Summary of previous, current, and cumulative amounts billed (optional)

If supporting schedules are required, initialize this screen before calculating billings.