Contract Forecasting - Resolving Contract Forecasting One-To-One Mapping Error

Overview

Contract Forecast with PCI Projections; standard Treeview path: CMiC Field > Budget & Cost Management > Contract Forecasting

This process describes how to resolve one-to-one mapping errors in the Contract Forecasting with PCI Projections (Classic) screen that occur when a contract has a bill code mapped to more than one cost code category.

Process

The following steps outline how to identify and remove duplicate billing codes in a contract.

Step 1: Export Cost Codes to Excel

Pgm: JBJCMST – Assign Billing Codes to Cost Code/Categories; standard Treeview path: Job Billing > Contracts > Assign Billing Codes to Cost Code/Categories

In the Assign Billing Codes to Cost Code/Categories screen in the Job Billing module in Enterprise, select the contract and use the [Export] button to export the Cost Code/Category table to Excel.

Step 2: Search for Duplicate Bill Codes

Example of Cost Code/Cost Type Excel file

In the Cost Code/Cost Type Excel file, select the Billing Code column. On the Home tab, select Conditional Formatting.

Example of Conditional Formatting drop-down in Excel

In the Conditional Formatting drop-down, select Highlight Cells Rules and then select Duplicate Values.

Example of Duplicate Values pop-up in Excel

Select the desired formatting conditions in the Duplicate Values pop-up and press [OK] to apply the formatting to the Billing Code column. In the example shown above, the duplicate billing codes are shown with a light red fill and are mapped to two different cost code categories (i.e., "1000" and "2000" in the Cost Type column).

Step 3: Query and Remove Duplicate Bill Codes

Pgm: JBJCMST – Assign Billing Codes to Cost Code/Categories; standard Treeview path: Job Billing > Contracts > Assign Billing Codes to Cost Code/Categories

In the Assign Billing Codes to Cost Code/Categories screen, use the Filter icon () on the Block Toolbar to filter the Cost Code/Category section by the duplicated billing code. Users can copy the billing code from the Excel file and paste the value into the filter field. For more information, please refer to Query by Example.

Example of deleted billing code in Cost Code/Category section

Delete the value in the Billing Code field that does not match the cost code category and press [Save].

Step 4: Add New Bill Codes to Contract

Pgm: JBCONT – Contract Entry; standard Treeview path: Job Billing > Contracts > Enter Contract – Billing Items tab

In the Contract Entry screen in the Job Billing module, select the contract and press the [Add New Bill Codes] button on the Billing Items tab. In the pop-up, select the 'Add New Bill Codes Only' radio button.

Step 5: Launch Contract Forecasting with PCI Projections

Contract Forecast with PCI Projections; standard Treeview path: CMiC Field > Budget & Cost Management > Contract Forecasting

Users can launch the Contract Forecasting with PCI Projections screen to verify that the one-to-one mapping error has been resolved, as shown in the screenshot above.

NOTE : Users may need to refresh the forecasting period via the [Refresh] button on the main toolbar to bring in the new billing codes added to the contract.