Working with Unallocated Costs

If more than one staff have added time to many projects against the unallocated costs sub project, it will be easier to run a report by project and then do a WIP transfer.

ClosedGetting Started

Setup required before use

 Who Can Use It? Where Is It?

Turn off unallocated costs

  • Project manager
  • Director
  • Administrator
  • System Administrator
    		•

    Reports > Project > Unallocated Costs Report

    Tip: This report can be accessed via the Earned Valuation module.

    View the Unallocated costs report

    Where: Reports > Project

    ClosedComplete the following steps to run the report:

    1. Double click the Project list with unallocated costs report.

    2. Select Sorting and Grouping.

    3. Uncheck the New page group.

    4. Run.

    WIP transfer

    Once you know the projects that have Unallocated costs, they need to then be transferred to a sub project.

    Refer to the WIP transfer topic for more information.

    Create a sub project

    The transactions booked to Unallocated costs don't form part of the Agreed fee or original scope of work. You may need to create a new sub project such as a Variation before transferring the transactions. 

    Want to learn more?

    Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

     

    © 2019 Total Synergy Pty Ltd

     

     

    Open topic with navigation