Calculate Overhead (tppdm2200m000)

Use this session to calculate overhead costs that must be applied for projects.

Note
  • Overheads can be calculated and applied to projects only if the status is Active or Finished and if the work authorization status is set to Released.
  • The sequence in which overhead is calculated is determined by the value of the field Level in the header of the Overhead Application Base (tppdm2600m000) session. First, the overhead with the Level field set to 1 in the Overhead Application Base (tppdm2600m000) session is calculated, followed by the overheads with the Level set to 2, 3 and so on.
  • The process of calculating and applying overhead can be scheduled to run periodically or can be manually started.

 

Calculate up to and including fiscal period
The fiscal period for which the overheads are calculated.
Note

The default value is the previous period. However, you can modify the date.

Year
The fiscal year of the period for which the overheads are calculated.
Date
The date of the fiscal period for which the overheads are calculated.
Projects
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.
Exclude
If this check box is selected, the enterprise unit, program, project-group or project, within the specified range are excluded from the overhead calculation and application.
Project Level
The aggregation-level to select the projects for which the overheads are calculated.

Allowed values

Project Level.

Project
The From and To fields define a range of: Enterprise units, Programs, Project-groups or Projects specified in the Project Level field.

 

Calculate
Calculates the overheads that must be applied to the selected projects.