Cost/Revenue Rules Dashboard

This page will display a list of cost/revenue rules defined in the platform. Cost/revenue rules are used to automatically calculate labour costs and labour revenue for a portfolio entity based on forecast and actual effort. New cost/revenue rules can be initiated from this page.

• The dashboard can be accessed from the Administration Workbench. From the menu, select Admin Center under the Administration section.

• From the administration workbench, select Cost/Revenue Rules from the Time and Finance section.

• Enter text in the filter criteria to restrict the rules displayed

• Click on the ‘+’ sign in this page to create a new rule. The will open the Cost/Revenue Rule Details page

• If there is no +' sign then the user does not have the authority to create cost/revenue rules.

• Click on the ID of an existing rule to view the Cost/Revenue Rule Details  page.

• The default cost/revenue rules are identified by a star in the default column. This indicates that this cost/revenue rule will be applied if no other applicable rules are found.