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.

Field Information

Project Selection
Calculate Overhead up to and including
Calculate up to and including fiscal period

The fiscal period for which the overheads are calculated. The value in this field is retrieved based on the value selected in Fiscal Period Selection field.

Year

The fiscal year of the period for which the overheads are calculated. This is a display field.

Period End Date

The date of the fiscal period up to and including which the overheads are calculated. This is a display field.

Fiscal Period Selection
Fiscal Period Selection

The fiscal period for which the overheads are calculated.

Allowed values

  • Previous Period : The current date minus one period (and year). This is the default value.
  • Current Period : The current fiscal period based on the current date is used. This option is used when the overhead is calculated, or a Job is scheduled to run, just before month-end.
  • Period for Date : Allows to specify a relative date on which the Fiscal Period must be based. The default date is the current date.
  • Manual : Allows the user to enter any date or period manually. This value can also be used for the save defaults.
Note: The option selected will determine the values displayed in the Calculate up to and including fiscal period and Period End Date field.
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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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

Enterprise Unit

The overheads are calculated at enterprise unit unit level.

Program

The overheads are calculated at program level.

Project Group

The overheads are calculated for project groups.

Project

The overheads are calculated at 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 Projects with Phase

If this check box is selected, the project with the selected phases are excluded from the overhead cost calculation.

Phase

The phase of the project.

Note: This field is enabled and mandatory if the Exclude Projects with Phase check box is selected.
Description

The description or name of the code.

Options
Number of parallel processes

This specifies the number of the overhead calculation processes or workers running parallel at the same time. This is a display field.

Note: This value can be set or configured using the Servers field in the Parallel Processing Configuration (ttaad7520m000) session.
Logging

If this check box is selected, the overhead calculation process information are saved in log file after calculation.

File

The path in which the overhead calculation log file is saved after calculation.