Adjusting a Planned Effort or Salary Percentage

Due to rounding variances, planned effort percentages calculated when you run Effort Calculation and Certification Report (GM165) with report option 1 (Calculate Effort) or report option 2 (Recalculate Effort) may result in total percentages that do not quite equal 100 percent. Use Effort Rounding Adjustment (GM66.1) to adjust the percentage on one line so that all the lines total 100 percent. If cost sharing is used, you can adjust cost sharing as well.

Note: Any adjustments you make after running Effort Calculation and Certification Report (GM165) with option report 1 (Calculate Effort) will be erased if you rerun Effort Calculation and Certification Report (GM165) with the same parameters and option report 2 (Recalculate Effort). You may then have to reenter your adjustments.
Note: This form applies to planned effort or salary percentages only. This form does not affect actual effort percentages and the rules that they are subject to.

To adjust an effort or salary percentage

  1. Access Effort Rounding Adjustment (GM66.1).
  2. Select Next to access the effort report you want to adjust.
    Note: Only non-certified effort reports where the total effort percentage is not equal to 0 percent or 100 percent and non-certified effort reports where the total salary percentage is not equal to 100 percent are displayed on this form.
  3. Select the line where you want the adjustment to be absorbed.
    Note: Only one line can be selected to absorb the adjustment on any given effort report.

    Use the following guidelines to enter field values.

    FC

    Select Change.

    Adj

    Select the appropriate adjustment option.

    Planned Effort (1): If the Total Planned Effort is not equal to 0 percent or 100 percent, this option adjusts the total planned effort to 100 percent and changes the line's planned effort percentage to absorb the difference.

    Planned Effort and Cost Share (2): If Total Planned Effort is not equal to 0 percent or 100 percent, this option adjusts the total effort percentage in the line to absorb the differences and recalculates the cost share percentage for the line. The cost share percentage is the planned effort percentage minus the salary percentage.

    Salary and Cost Share (4): If Total Salary is not equal to 100 percent, this option adjusts the total salary to 100 percent, changes the line to absorb the cost, and recalculates the cost share percentage for the line. The cost share percentage is the planned effort percentage minus the salary percentage.

    Salary (3): If Total Salary is not equal to 100 percent, this option adjusts the total salary to 100 percent and changes the line's salary percentage to absorb the difference.

    Note: Options 1 and 2 are allowed only if the planned effort is not equal to 0 percent or 100 percent. Options 3 and 4 are allowed only if the salary total is not equal to 100 percent.
    Plan

    Display only. This field displays the calculated planned effort percentage from Payroll Close (PR197) or Non-Lawson Payroll Tran Import (GM500). These programs create and save planned effort percentages based on labor distribution template.

    If you select this line to adjust the total effort percentage, this field will change to reflect the adjustment when you select the Change form action.

    Salary

    Display only. This field displays the calculated salary percentage from Payroll Close (PR197) or Non-Lawson Payroll Tran Import (GM500). These programs create and save planned effort percentages based on labor distribution template.

    If you select this line to adjust the total salary percentage, this field will change to reflect the adjustment when you select the Change form action.

    Cost

    Display only. This field displays the cost share percentage applied to the effort. This percentage is calculated optionally in Effort Calculation and Certificaton Report (GM165): (Planned Effort Percent) - (Calculated Salary Percent) = (Cost Share Percent)

    If you select this line to adjust the cost share percentage (with the effort percentage or salary percentage), this field will be recalculated to reflect the adjustment.

    Act

    Display only. This field displays the actual effort percentages, as entered on Actual Effort Entry (GM65.2). If values exist in this field, the total percentage for this field is always 100 percent; otherwise, this field is zero.

  4. Select the Change form action to save the adjustment.
    Caution: 
    After efforts reports have been adjusted to 100 percent, they are no longer accessible from this form. If you accidentally adjusted the wrong line, the only way to correct your mistake is to run Effort Calculation and Certification Report (GM165) again with the Recalculate Effort option and then reenter the adjustment on a different line.