How to Add PLP and PSI Coding to a Project
Modified on: Fri, Apr 29 2022 10:29 AMHow 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.
Job Costing
Setup
Local Tables
Enter Cost Code
Click the Query by Example search icon
Enter the year and division number of the project needing to have PLP or PSI coding setup, followed by a % symbol
Click the Insert icon
Enter the project number
Enter the project name
Under Ctrl.Cost Code enter “ALL”
Under Cost Code Type Code enter “OH”
The job number will populate on the Alternate line
Enter NA in the WM column
Ensure the project is marked “Yes” for active
Job Costing
Job
Assign Phases
Enter the project’s Overhead number in the “Job” field
Click the Insert icon to add a new line
Enter the project number
The project name will populate in the “Description” field
Type ALL in the “Control Phase Code” field
Type OH in the “Phase Type” field
Ensure the WM is set to “NA”
Click the Save icon
Click the Category Detail button
Click the Insert icon
Enter the coding in the “Category” field
Click Save
Click Close
Job Costing
Setup
Local Tables
Enter Cost Code
Click the Search icon
Enter the project number
Press Enter
Change the Active column to “No”
A popup alert will appear
Click “No” twice