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How to Add PLP and PSI Coding to a Project

Modified on: Fri, Apr 29 2022 10:29 AM


How to Add PLP and PSI Coding to a Project  


Document Overview 
- Add coding to an existing project template 
 
NOTE: This function is primarily used by Project Setup and Financial Managers. Access is restricted. Reach out to Project Setup for assistance. 
 

Sample Completed Function Below. 

 

 

 

  1. Job Costing 

  1. Setup 

  1. Local Tables 

  1. Enter Cost Code  

 

 

 

 

  1. Click the Query by Example search icon 

  1. Enter the year and division number of the project needing to have PLP or PSI coding setup, followed by a % symbol 

 

 

 

  1. Click the Insert icon 

  1. Enter the project number 

  1. Enter the project name 

  1. Under Ctrl.Cost Code enter “ALL” 

  1. Under Cost Code Type Code enter “OH” 

  1. The job number will populate on the Alternate line 

  1. Enter NA in the WM column  

  1. Ensure the project is marked “Yes” for active 

 


 

  1. Job Costing 

  1. Job 

  1. Assign Phases 

 

 

  1. Enter the project’s Overhead number in the “Job” field 

  1. Click the Insert icon to add a new line 

  1. Enter the project number 

  1. The project name will populate in the “Description” field 

  1. Type ALL in the “Control Phase Code” field 

  1. Type OH in the “Phase Type” field 

  1. Ensure the WM is set to “NA” 

  1. Click the Save icon 

 

  1. Click the Category Detail button  

 

 

 

 

  1. Click the Insert icon 

  1. Enter the coding in the “Category” field  

  1. Click Save 

  1. Click Close 

 

 

  1. Job Costing 

  1. Setup 

  1. Local Tables 

  1. Enter Cost Code  

 

 

 

  1. Click the Search icon 

  1. Enter the project number 

  1. Press Enter 

  1. Change the Active column to “No” 

 

 

  1. A popup alert will appear  

  1. Click “No” twice 

 

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