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Create Revenue Plan Schedule Overrides
There are two key sections that must be present on the sheet to manage Revenue Plan Schedule Overrides:
· Contract Details: include details of a contract. ‘Contract Number’ column must exist on the sheet.
· Plan Details: include details of a Revenue Plan. ‘Plan Name’ column must exist on the sheet. ‘Job Rate Schedule’ column in the Plan Details section must exist on the sheet to manage Job Rates.
To keep the sheet layout manageable, select only the necessary schedule override type you want to work with. This can be achieved by using the ‘Design a Sheet’ option when selecting ‘Create New Sheet’, or by manually removing unneeded sections or columns. For further details see Generating a New Sheet.
The parent section ‘Contract Details’ and the child section ‘Plan Details’ have upload actions Create records and Update records. They do not need to be populated to create the rate schedule overrides. The upload actions exist so that you can use them to propagate to as many as six grandchild sections if you’re wanting to create overrides for multiple sections at once. For further details about upload actions, see Upload Action Columns.
Person Rates
To create schedule overrides for Person Rates, the ‘Person Rates Upload Action’ column value must be Create. Mandatory values to create a Person Rates override:
· PR Start Date
· PR End Date
· PR Person Number (if the Person Name is a duplicate, a Person Number must be selected)
· PR Currency
· Either PR Rate or PR Discount Percentage (not both)
‘PR Override Id’ column will be populated with a value after the overrides are uploaded.
Job Rates
To create schedule overrides for Job Rates, the ‘Job Rates Upload Action’ column value must be Create. Mandatory values to create a Job Rate override:
· JR Start Date
· JR End Date
· JR Job Code (if the Job Name is a duplicate, a Job Code must be selected)
· JR Currency
· Either JR Rate or JR Discount Percentage (not both)
‘JR Override Id’ column will be populated with a value after the overrides are uploaded.
Labor Multipliers
To create a schedule override for Labor Multipliers, the ‘Labor Multipliers Upload Action’ column value must be Create. Mandatory values to create a Labor Multiplier override:
· LM Start Date
· LM End Date
· Multiplier
‘LM Override Id’ column will be populated with a value after the overrides are uploaded.
Job Assignments
To create schedule overrides for Job Assignments, the ‘Job Assignments Upload Action’ column value must be Create. Mandatory values to create a Job Assignment override:
· JA Start Date
· JA End Date
· JA Person Number (if the Person Name is a duplicate, a Person Number must be selected)
· JA Job Code (if the Job Name is a duplicate, a Job Code must be selected)
‘JA Override Id’ column will be populated with a value after the overrides are uploaded.
Note: Billing Title Override is not relevant to Revenue Plans.
Non Labor Rates
To create schedule overrides for Non Labor Rates, the ‘Non Labor Rates Upload Action’ column value must be Create. Mandatory values to create a Non Labor Rate override:
· NL Start Date
· NL End Date
· Expenditure Type
· NL Currency
· Enter NL Rate, NL Markup Percentage, or NL Discount Percentage (one only)
‘NL Override Id’ column will be populated with a value after the overrides are uploaded.
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