TABLE OF CONTENTS

• Calculations
  • BOM Warehouse
  • Build Plan Class
  • Build Plan Profit Center
  • Build Plan Sales Rep
  • Employee Category
  • Employee Class
  • Material Price List: MarkedUp Percentage
  • Material Price List: Billable
  • OverHead Percentage For Budget
  • Project Owner
  • Time Card Reviewer
• How to configure the calculation

We use “Calculation Specification” Reference to determine a required value of Profit Center, Project Owner, Class, TC Reviewer, etc. for the data breaking down by specific groups.

For instance, you can set up a Profit Center for a unique combination of Project, Region, Customer, and Class. All Build Plans which compliant this combination will use the specified Profit Center.

The reference is available for users of the "Project Library Managers" group.

Calculations

Each determined calculation has an individual group of data. Let's view what type of calculations we have and what view of data they include.

BOM Warehouse

Used to determine a Warehouse for the group of Region, Market, Project, Scenario, and Carrier. This Warehouse will be populated in the BOM associated with the Build Plan, which complies to the data group.

Build Plan Class

To define a Class on a Build Plan generation that corresponds to the particular group of Project, Scenario, Region, Market, Carrier, BP Owner and  BP Owner's Office/Department.

Build Plan Profit Center

To calculate a default Profit Center in a Build Plan. The group of data includes Project, Region, Customer, Carrier, and BP Owner. 

Read more here.

Build Plan Sales Rep

This is used to calculate a Sales Rep in a Build Plan after it is created. The dimensions are Project, Region, Customer, Carrier, BP Owner and Class.

Employee Category

To calculate an Employee Category in the Employee card for a particular set of Office Department, Job Title and Supervisor.

Employee Class

1. To calculate a Class for an employee under a particular office department. The dimensions: Office/Department, Root Department.

The Employee Class is displayed in the Employees reference, Time Cards and Payroll Periods reports.

2. Or to set a Class in the VIM Invoice transformed from COD Purchase Requests. Class is determined for the Employee's Root Department.

The system checks the Requester field in the COD Purchase card and defines the Employee's Root Department, then search a Class for that root department in the Calculation Specifications, after that it populates the defined Class to the VIM Invoice.

Class in the VIM Invoice is used to filter invoices in the VIM Interface by class. Class filter is set up in the Employee Card for the VIM Validator Role.

Material Price List: MarkedUp Percentage

To define a percentage of marked up price for a material item. The data can be breaking down by Project, Price List Item Class, Material Category.

Material Price List: Billable

To automatically designate a material as billable or non-billable for a Project Price List. The calculation can be set up in the context of Project, Price List Item Class, and Material Category.

OverHead Percentage For Budget

To calculate a percentage of overhead type of expenses in a Build Plan budget. The combination of data may consist of Our Company, Scenario, Region, Overhead Type.

To create an Overhead Type (for example: Self-Employed, Fully-Subcontractor), use the same reference — Overhead Types. 

Project Owner

To set a Project Owner for the single group of Project, Region, Customer, and Class. 

Time Card Reviewer

To calculate a Reviewer, you specify a Project Role for the combination of Region, Market, Project, Scenario, and Work Order Type.

This means, that if most of the Time Card hours are allocated to the Work Order that corresponds to a particular combination of data, then we will take the member of that Project Role from the Build Plan associated with the Work Order and assign this Employee as a Reviewer.

How to configure the calculation

1. Create a record.

2. Select a needed Business Determined Calculation.

3. Set the data section for each calculated value (Project Owner, the % of marked up price or overhead expenses and so on).

4. Enter a key variable value for the calculated item.

Note that data sections (dimensions) has a priority. The first section is the highest one. Then it comes in descending order.