The
information in this document is applicable to product update 421 and higher. If
you have versions lower than this, certain features explained here will not be
applicable.
Show
Select Internal or External to
display the internal or external rates of the project, respectively. By default, Internal is selected.
The following fields will be displayed if Internal
is selected at Show:
Item
Type or select an item to display the internal
rates linked to the item and related to the definition at the Person, Item,
Item, Person, and/or Default: Person check boxes.
Person
Type or select a person to display the internal
rates linked to the person and related to the definition at the Person, Item, Item, Person, and/or Default: Person check boxes.
Item group
Type or select an item to display the internal rates linked to the item group and related to the definition at the Person, Item, Item, Person, and/or Default: Person check boxes.
Person, Item
Select this check box to display all the internal rates per project per item per person.
Item
Select this check box to display all the internal rates per project per item.
Person
Select this check box to display all the internal rates per project per person.
Default: Person
Select this check box to display all the default internal rates per person.
The overview will be automatically updated with the internal rates per item per person, internal rates per project per item, internal rates per project per person, and/or the default internal rates per person that meet the defined criteria.
Note: It is possible that not all the columns in the
overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Person
This column displays the names of the people.
Hours
This column displays the descriptions of the items.
Costs/Hour
This column displays the costs of the items per
hour.
Job title
This column displays the job titles of the people.
Cost centre
This column displays the cost centres.
The following fields will be displayed if External
is selected at Show:
Item
Type or select an item to display the external rates linked to the item and related to the definition at the Person check box.
Person
Type or select a person to display the external
rates linked to the person and related to the definition at the Person check box.
Item group
Type or select an item to display the external rates linked to the item group and related to the definition at the Person check box.
Reference date
Type or select a reference date to display the external rates linked to the date. Leave this blank to list the external rates linked to any date.
Person
Select this check box to display the external rates per item per person and external rates per project per item. Clear this check box to display the external rates per project per item only.
The overview will be automatically updated with the external rates per project per item per person and/or external rates per item that meet the search criteria.
Note: It is possible that not all the columns in the
overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting Columns.
Person
This column displays the names of the people.
Item code
This column displays the codes of the items.
Description
This column displays the descriptions of the items.
Status
This column displays the statuses of the items.
Unit
This column displays the units of measurement of the items.
Valid
This column displays the start dates of the validity period of the external rates.
To
This column displays the end dates of the validity period of the external rates.
Sales price
This column displays the sales prices of the items defined based on the corresponding source.
Cost price
This column displays the cost prices of the items defined based on the corresponding source.
Margin %
This column displays the margins of the items. The margin for each item is calculated based on the following formula:
Margin % = (Sales price – Cost price) x 100 %
Source
This column displays the sources where the
external rates are based on. The sources may be from the price lists, hour item
maintenance screens, or person maintenance screens.
Column section
New
Click this to create an internal or external rate, depending on your selection at Show. For more information, see Creating and maintaining internal rates per project per item per person and internal rates per project per item/person and Creating and maintaining external rates per project per item per person and external rates per project per item.
Add: Job level
Click this to generate an internal rate per job level. For more information, see Creating and maintaining internal rates per job level.
Note: This check box is displayed only if Internal
is selected at Show.
Edit
Click this to edit the purchase price of the selected internal rate or sales price and/or validity of the selected external rate. For more information, see Creating and maintaining internal rates per project per item per person and internal rates per project per item/person and Creating and maintaining external rates per project per item per person and external rates per project per item.
Note: This icon is enabled only when you select a rate other than the default internal rate per person.
Delete
Click this to delete the selected rate.
Note: This icon is enabled only when you select a rate.