Account assignment details section

Account Assignment Details

Assignments encompass the WBS and Cost Centers giving you the flexibility to assign contract line items to different account assignments. This gives the project flexibility to be able to assign line items to a WBS as well as a cost center within the ERP system based on the project specific requirements.

WBS Category

For WBS Category, the selections available to choose from are Permanent, Consumables and Rentals. You need to pick the appropriate drop-down for that line item.

Whatever is selected for the WBS category, it triggers the General Ledger Account and the type of materials. You must have the category selected because it controls your ERP system’s GL and taxability.

Once a Purchase Order (PO) is created, you cannot change the vendor or the line type because these become hard coded. If mistakes were made, you must create another line item and delete the wrong one.

Account Distribution

When Account distribution is selected as “Single” all your costs for that line item will be tied to one WBS code.

A Split by drop-down appears with the option to split your costs by Quantity, Percentage or Value. Once you have that determined, you can split as needed between multiple WBS elements in the boxes below. You can also add as many WBS items to that line item as needed.

Cost Center

Cost center adds an account assignment type to complement the existing WBS type. Some projects need to be charged to a different type of an account that does not integrate with Control but does integrate with the ERP system. They would get their numbers through Control, Plan or Progress. Having the Cost Center option gives you the flexibility to assign contract line items to different account assignments in the ERP system. Based on project specific requirements.

The Cost Center is a free-text field. However, in the Master Data Library, cost centers can be defined to use. If your organization maintains cost centers in the Master Data Library, they l appear as an auto-fill under the cost center pull-down. There is nothing in this field which forces you to have an exact make with any other items listed.

Cost center fields and columns appear throughout the application where WBS code fields and columns already exist. Cost Center selection would be used when costs are being charged to the overall project and not to a specific WBS.