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Cost Fee Ovrd Subtask

Use this subtask to set an override fee percent on each of the elements of direct cost for the project.

Costpoint uses this override fee percent in place of the percent entered on the Revenue Details subtask when computing revenue and billings.

You can also set an override fee on hours when using the Cost Incurred Plus Fee on Hours (CPFH) revenue or billing formula. This subtask is available for all revenue formulas.

You can set fee overrides at a higher level than the revenue formula. For example, you can set up the fee override on travel for this project at the top level of the project, even if the revenue formula exists at a lower level. When overrides exist at multiple project levels, Costpoint looks for the closest override at the same project level or higher in the project tree.

Use this subtask to initially set up any fee override percentages that apply to direct cost for a project. Additional maintenance of the data on this subtask is required only when a fee override percentage changes, or when a new one must be entered.

This subtask is also available as a standalone application: Manage Cost Fee Overrides.

Contents

Field Description
Account

Click , then enter, or click to select, the number for any account contained in the Account Group for the project, exclusive of the accounts that have a function code of Revenue, Billed, or Unbilled-General.

Account Name

This non-editable column displays the description of each account number displayed in the Account column.

Fee Percent

This column displays the fee override percent. Override percents can be positive, negative, or zero.

Functional Currency Fee on Hours

If you are using a Cost Incurred Plus Fee on Hours (CPFH) billing or revenue formula, enter the fee override.

Apply to R/B/A

This column displays a code that determines whether the override percent applies to the Revenue, Billing, or Both computations. Available codes include the following: R (Revenue), B (Billings), and A (both Revenue and Billings).

Any rows that display an Apply to R/B/A code are saved. Rows that have a "0.00" Fee Percent entered and no Apply to R/B/A code are not saved. To place an override on a particular account, you must enter both the Fee Percent and the Apply to R/B/A code.

Billing Currency Fee on Hours

If you are using a Cost Incurred Plus Fee on Hours (CPFH) billing or revenue formula, enter the fee override.

This field is editable if the billing currency code entered on the Manage Project Billing Information is different from your company's functional currency, and if either Billing or All is selected for Apply to R/B/A.

If the project has no PROJ_BILL_INFO record or is above the project billing level, this field is disabled.

Billing Currency

This non-editable field displays the code for the currency used to bill this project. Costpoint retrieves this currency code from the Manage Project Billing Information screen.

If the project has no PROJ_BILL_INFO record or is above the project billing level, this field displays N/A.

Note: The Billing Currency Fee on Hours and Billing Currency fields are available only if you are licensed for multicurrency.