Creating a Project Cost Percent Complete Rule

Create a new project cost-to-cost percent complete rule from the Project Cost Percent Complete Rule page:

To create a Project Cost Percent Complete rule:

1. Go to Setup > Accounting > Project Cost Percent Complete > New.

2. Enter a unique Name for the rule.

3. (Optional) Check the Default box to make this the default rule for your project's cost-to-cost percent complete rule.

   Note:

   If there is an existing default rule, checking the Default box will replace it with this rule.

4. In the Budget Basis list, select the method to get the project’s cost budget: Estimate at Completion (EAC), Pre-defined Value from Project, or Custom Criteria.

   Budget Basis	Required Features	Budget Calculation Basis
   Estimate at Completion (EAC)	Enable the Advanced Project Budgets feature in Setup > Company > Enable Features > Company > Projects.	Calculated from the Total Sum row in the Budgeted Cost column under the Budget subtab in Lists > Relationship > Projects.
   Pre-defined Value from Project	—	Calculated by adding the Labor Cost Budget and Non Labor Cost Budget fields on the Financial subtab in Lists > Relationship > Projects.
   Custom Criteria	Enable the SuiteAnalytics Workbook feature in Setup > Company > Enable Features > Analytics > SuiteAnalytics Workbook.	Calculated using the value selected from the Labor Budget list, Non Labor Budget list, or Additional Cost Budget Dataset list. Note: If you select the incorrect option in any of these lists, you’ll see an error message. An option is incorrect if it doesn’t meet the alias requirements. You should have the Percent Complete Project, Percent Complete Date, and Percent Complete Amount aliases. Map these aliases to the project type, date type, and amount type dataset columns respectively. For more information, see Creating and Updating a Project Cost Percent Complete Dataset.

5. In the Actual Cost Basis list, select the method to get the real cost of the project. You can select either Project Profitability, or Custom Criteria.

   Actual Cost Basis	Required Features	Actual Cost Calculation Basis
   Project Profitability	Enable the Advanced Project Profitability feature in Setup > Company > Enable Features > Company > Projects	Calculated from the P&L subtab under Lists > Relationship > Projects. Important: The Actual Cost column name should always include the language-specific label in the Project Profitability setup in Setup > Accounting > Project Profitability. For more information, see Language Specific Actual Cost Label.
   Custom Criteria	Enable the SuiteAnalytics Workbook feature in Setup > Company > Enable Features > Analytics > SuiteAnalytics Workbook.	Calculated using the value you select from the Actual Labor Cost list, Actual Non Labor Cost list, or Additional Actual Cost Dataset list. Note: If you select the incorrect option in any of these lists, you’ll see an error message. An option is incorrect if it doesn’t meet the alias requirements. You should have the Percent Complete Project, Percent Complete Date, and Percent Complete Amount aliases. Map these aliases to the project type, date type, and amount type dataset columns respectively. For more information, see Creating and Updating a Project Cost Percent Complete Dataset.

6. Click Save.

Note:

On the Project Cost Percent Complete Rule page, go to Customize > Customize Form > Fields to customize the visible and hidden fields.

Besides the labor and nonlabor datasets, you can use additional datasets too. The Additional Cost Budget Dataset and Additional Actual Cost Dataset fields are hidden by default, but you can add them if you want to use more datasets.

Note:

The SuiteApp includes the Default Project Cost Percent Complete Rule with default datasets for Cost Budget and Actual Cost:

• Project Percent Complete Actual Labor

• Project Percent Complete Actual Non Labor

• Project Percent Complete Budget Labor

• Project Percent Complete Budget Non Labor

General Notices