How To: Index Costs for Resources
To process a resource cost change follow these steps:
- Type Resource Cost Worksheet in the Search box and select Departments/Resource Planning/Periodic Activities/Resource Cost Worksheet to open the worksheet.
- Click the Suggest Resource Cost on Wksh. action in the ribbon to open the selection page.
- After reviewing and/or updating the worksheet the new costs can be implemented with the Implement Cost Change action. The options determine where the prices are updated to.
Suggest Resource Cost on Worksheet
| Field | Description |
|---|---|
| Type | Select one of 2 options: Resource = to select from the Resource cost table; Resource Group = to select from the Resource Group cost table |
| Code | Code related to Type. Leave blank when you want to select all records from the selected type. Code related to Type. Leave blank when you want to select all records from the selected type. |
| Note: When Create New Costs is false this field works as a filter, when true Code will specify the value for the new record and is not allowed to be blank. | |
| Note: There are no Job fields as Jobs do not have a Job Cost table. | |
| Work Type | Select a code to filter or to create new depending on the Create New Costs setting. |
| Starting Date | The date from which the new price must be effective. With the Fill Ending Date field the current price will be ended the day before the starting date. |
| Ending Date | The date until the new price must be effective. |
| Only Costs Above: | If you only want to update costs above a specified value. Only costs that are higher than this will be changed. If a cost is lower than or equal to this amount, a line for it will be created in the Resource Cost Worksheet window, but with the same unit cost as in the Resource Cost table. |
| Unit Cost Adjustment Factor | Specify a factor wth which the current cost must be updated (1,05 = 5%). |
| Direct Unit Cost Adjustment Factor | Enter the factor that the current costs will be multiplied by (1,05 = 5%). |
| Rounding Method: | Enter a code for the rounding method that will be used to determine the new costs. To see the existing rounding method codes, click the field. |
| Create New Costs: | Place a check mark in the check box if you want the batch job to create new cost suggestions (for example, a new combination of resource and time). Don't insert a check mark if you only want to adjust existing cost. |
| Fill Ending Date: | Place a check mark in the check box if you want the batch job to make all the previous records ending date to the current records starting date -1 in the implement cost change batch job. |
| Resource Cost | Use this filter to select prices from the Resource and Resource Group pricing table |
Implement cost change
Creating a new budget in a Job is optional.
| Field | Description |
|---|---|
| Create budget based on active budget | Place a check mark in the check box if you want the batch job to create a new budget as a copy from the active budget. The price update will then be implemented in the new budget. |
| Make new budget active | Place a check mark in the check box if you want the batch job to activate the new budget. |
| Resource Cost Worksheet | Use this filter to make the selection on what to update in the Resource Costs Table. |