Position Costing for Redwood Positions Pages

You can manage the position costing information in the newly added Costing region in the Redwood Position pages and processes. The Costing region is hidden by default. You need to enable it using business rules.

The costing information can be managed when creating or updating a position, or while requesting a new position or requesting a position change.

The costing of position is specific to a legislative data group. You need to have access to the legislative data group to add or modify the costing of the position. The changes to the position costing are within the context of a legislative data group.

To update an existing position costing, search for and click the position on the Positions search page. On the position page, go to the Costing region. Open the costing record that you want to update, and click Update Record in the Select an action drop-down list. Modify the data as required. Click +Add to add another costing LDG. Click Save.

To delete an existing position costing, on the position page, open the costing record and click Delete Record in the Select an action drop-down list.

Note: If you delete a date effective record for a position, the costing doesn’t get deleted.

Similarly, you can add the position costing information and modify the position costing in the Costing step of the Request a New Position and Request a Position Change processes respectively.

Here are some key points about position costing:

• You can't create costing for a position if no cost allocation structure is attached to the legislative data group.
• You can't create costing when costing exists in a future date.
• The total percentage of cost allocations must be between 0 and 100. If it's less than 100, a warning message is displayed, stating that the remaining allocation goes to Default Account, and you can proceed further after you confirm. If the total percentage of cost allocations is above 100, an error message is shown, and you can’t proceed further until you correct it.
• If you enter a percentage and don't enter any costing segments, an error message is displayed.
• Position costing isn’t a child of the position. It’s a separate object on its own. So whatever operations you’re doing on the position won’t impact the costing.
• A position has its own effective start date and effective end date, and position costing has its own effective start date and effective end date. The position dates and the position costing dates are different and independent of each other.
• If costing is already existing for a position, all the costing records that lie between the effective start date and effective end date for the position are displayed in the Position Costing section.
• When you duplicate a position, the costing data won’t be copied to the duplicated position. You need to add the costing data manually.
• Position costing can also be managed from the position costing pages of payroll. Any changes made in payroll will reflect here and vice versa.