Person Costing Setup Example

You can allocate costing at the assignment level for a person that divides the time worked between two managers at different cost centers, and override costing for a specific element at the assignment level.

In this example, Joe creates presentations for the marketing division. You learn that for the next six months Joe will spend 40 percent of his time creating presentations for the sales division. With the exception of the parking allowance, which you continue to cost to the marketing division, you must split his costs between the two divisions.

Create Costing for the Assignment

1. Use Costing for Persons task.

2. On the Costing for Persons page, search for Joe's record. Click Joe's name.

3. On the Costing for a Person page, in the Costing for a Person Overview section, select Joe's assignment.

4. From the Actions menu, select Create Costing.

5. In the Create Costing dialog, enter January 1, 2013 for date the costing takes effect.

6. In the Create Cost Accounts: Assignment section, click Create.

7. Click Create again to add a second row.

8. In the Create Cost Accounts table, complete the fields as shown in this table.

   Percent	Cost Center
   40	41533
   60	41577

9. Click Save.

Create Costing for an Element

1. In the Costing for a Person Overview section, select Joe's assignment.

2. From the Actions menu, select Create Costing of Element.

3. In the Create Costing window, enter January 1, 2013 as the date the costing takes effect.

4. In the Create Cost Accounts: Assignment section, select the Parking Allowance element and click Create.

5. In the Create Cost Accounts table, complete the fields as shown in this table.

   Percent	Cost Center
   100	41577

6. Click Save.

7. Click Submit.

   The costing remains in effect until you end the record with the date the allocation no longer applies.