Cost Event - Settings

• Show Unit Price Information:

  This setting is used to show or hide the following unit price information on the Line Items page of a cost event

  • Quantity
  • Unit Code
  • UOM
  • Unit Price
  • Pivot Type

  You may want to hide unit price information if it is of a sensitive nature. The show/hide takes place when the cost event is saved.

  Note: Proliance continues to process all unit price-related business rules even if you choose to hide this information. This ensures that all information is current if you choose to display unit price information later on.

  The Show Unit Price Information setting is unavailable if BCM integration is disabled.

• Default Pivot Type:

  Select which value should remain constant when Proliance recalculates the formula:

  Amount = Quantity * Unit Price

  This constant value, known as the pivot type, is used as the default when Proliance creates new allocations in the Cost Account Allocation Grid. You can change the pivot type when the allocations are created.

  The Pivot Type setting is available only when Show Unit Price Information has been enabled.

This section specifies the default ACR column that will be synchronized with the value from the Applied Revenue Amount column of a revenue cost event line item.

Proliance uses as the applied revenue amount the column "furthest to the right", as shown on the interface. For more information, see "Cost Event - Line Items".

Select the appropriate ACR column for each of the following settings.

• Calculated Revenue: If Calculated Revenue is being used as the applied revenue, select the ACR column to be filled in with the Applied Revenue amount.  

• Manual Revenue: If Manual Revenue is being used as the applied revenue, select the ACR column to be filled in with the Applied Revenue amount.  

• Quoted Revenue: If Quoted Revenue is being used as the applied revenue, set the ACR column to be filled in with the Applied Revenue amount.  

• Revised Revenue: If Revised Revenue is being used as the applied revenue, select the ACR column to be filled in with the Applied Revenue amount.  

• Final Revenue: If Final Revenue is being used as the applied revenue, select the ACR column to be filled in with the Applied Revenue amount.  

Note: The 'No Change' option indicates that Proliance will continue using the previously chosen ACR column. For example, Calculated Revenue uses the Budget Pending Changes ACR column, while Manual Revenue is listed as 'No Change.' Under this scenario, if the Applied Revenue Amount moves from using Calculated Revenue to Manual Revenue, Proliance will continue using Budget Pending Changes as the ACR column.

This section is used to specify the default ACR column that will be synchronized with the value from the Applied Expense Amount column of an expense cost event line item.

Proliance uses as the applied expense amount the column "furthest to the right", as shown on the interface. For more information, see "Cost Event - Line Items".

Select the appropriate ACR column for each of the following settings.

• Preliminary Expense: If Preliminary Expense is being used as the applied expense, select the ACR column to be filled in with the Applied Expense amount.

• Revised Expense: If Revised Expense is being used as the applied expense, select the ACR column to be filled in with the Applied Expense amount.

• Quoted Expense: If Quoted Expense is being used as the applied expense, select the ACR column to be filled in with the Applied Expense amount.

• Adjusted Expense: If Adjusted Expense is being used as the applied expense, select the ACR column to be filled in with the Applied Expense amount.

• Final Expense: If Final Expense is being used as the applied expense, select the ACR column to be filled in with the Applied Expense amount.

Automatically Create Drawdowns:

• Drawdown PreferenceSelect "Do Not Allow Overdraw" to prevent the draw down from moving below 0 when the line item is an amount greater than what's available in the cost account.
  
  Select "Allow Overdraw" when you want the draw down to be the same as the full required amount; if the amount is less than zero as a result, this is referred to as "Overdraw".
  
  Note: You can alternate between the two preferences as needed depending on your security permissions; the total amounts will immediately reflect the rules of the new setting.

Note: The 'No Change' option indicates that Proliance will continue using the previously chosen ACR column. For example, Preliminary Expense uses the Cost Estimated ACR column, while Revised Expense is listed as 'No Change.' Under this scenario, if the Applied Expense Amount moves from using Preliminary Expense to Revised Expense, Proliance will continue using Cost Estimated as the ACR column.

This section is used to specify the default line item type and markup percentages.

• Line Item Default Type: Select the default line item type for all new cost event line items. All new line items created will be assigned to this type. You can change the line item type afterwards if necessary. For more information, see "Changing the Cost Event Line Item Type".  

• Default Markup (%): Enter a default markup percentage for revenue cost event line items. You can change the percentage on the Line Items page.

• Default Calculation Rule: The Default Calculation Rule allows you to control the type of value shown in the Applied Expense or Applied Revenue column.
  
  You can specify whether to use the system default rule to automatically process line item calculation or to manually select the applied expense or revenue column.  Auto and Manual are two available options.
  
  Auto is the default selection and is used if you want to apply the default calculation rule. The default calculation rule determines the current expense amount being applied for the line item. Proliance determines this amount based on the expense column furthest to the right in the grid with a non-zero value.
  
  Manual allows you to select the column in the Applied Expense from Type or Applied Revenue from Type columns and override the automatic default calculation rule.
  
  The Default Calculation Rule is set at the Document level, and if required, it can be over-ridden for each line item by using the Calculation Rule Field.

Select the book type for all line items added to the cost event. This setting affects new line items only. The book type of line items that already exist in the cost event is unchanged. For information on how to change the book type of a line item, see "Changing the Book Type of a Cost Event Line Item".