Expenditure Type Derivation from Payroll Cost Attributes

Derive the expenditure type associated with payroll costs distributed to projects using conditions and attributes from the associated person assignment and project information. These business defined rules allow for flexible derivation of the expenditure types for more efficient and effective costing, billing, and reporting of distributed labor costs. During the distribution of payroll costs using labor schedules, the business rules will be applied to the distributed labor costs and override the expenditure type if one or more conditions result as true. The order of the rules in the template will define which outcome / expenditure type is applied if more then one rule is applicable.

Leveraging the Manage User-Defined Rules for Project Management setup functionality, rule templates can be managed with history tracking and the ability to get the latest list of rules from the last successful upload and the base template from the download action, if needed. 

Manage User-Defined Rules for Project Management Setup Page

The Labor Schedule Cost Distribution Derivation template allows for creating multiple rules with complex conditions to meet specific business needs. Rule conditions can be created using attributes that span the cost distribution lifecycle, including the definitions of the payroll cost and the distribution rules, along with the numerous person assignment values, enabling businesses to meet complex and simple rules all in a logical and controllable order of precedence.

Labor Schedule Cost Distribution Derivation Excel Template

The business benefit of this feature is the increased flexibility in deriving the expenditure type of distributed payroll costs based on the related business attributes of the person, assignment, and payroll, which allows for better downstream control of burdening, budget alignment, and reporting. These rules reduce the maintenance of the expenditure type in the payroll cost distribution rules, by changing the rules and conditions when business needs change, instead of the labor schedules.

Here's the demo of these capabilities:

Steps to Enable

To enable this functionality:

1. Navigate to Setup and Maintenance -> Manage User-Defined Rules for Project Management.
2. Download the Labor Schedule Cost Distribution Derivation rule template.
3. Enter rules and conditions and upload, ensuring the upload is successful.

If there are existing rules defined in the Manage Pay Element Expenditure Type Derivation pages, these rules will be applied to imported payroll costs until a template is uploaded using the steps above.

Tips And Considerations

• Attributes in text comparison conditions are applied using the equal operand; for example, Pay Element = Regular Salary.
• Attributes in text comparison conditions need to match explicitly using case-sensitivity.
• Use the Excel insert row action to ensure the macro in the template picks up the new row properly.
• Upload templates in new environments instead of the export and import method to ensure that if unique identifiers are different, the rules apply correctly to the new environment data.

Key Resources

• Using Project Costing - Labor Distribution - Management Pay Element Expenditure Type Derivation
• Similar Excel templates can be used to configure approval rules, such as Payables invoice approval. Whilst templates for approval rules are not identical to the template delivered by this feature, the documentation may still be useful and can be found in the Manage Workflow Rules Using a Spreadsheet topic of the Implementing Common Features for Financials and Project Management guide.

Access Requirements

To use this feature, you need these privileges (Privilege Name and Code provided):

• Manage User-Defined Rules for project Management (PJF_MANAGE_USER_DEFINED_RULES_PRIV)