Change Management - PCI Markup Rules

Pgm: PMMKUPRL – Maintain PCI Markup Rules; standard Treeview path: Change Management > Local Tables > PCI Markup Rules

NOTE: The markup rules created using the CM module are generic markup rules applicable to all types of PCIs. When markup rules are required for a specific PCI type, then the PCI Markup Rules screen in CMiC Field must be used (standard Treeview path: CMiC Field > Budget & Cost Management > PCI Markup Rules). For more information on using PCI types, refer to CMiC Field - PCI Markup Rules.

Selection Criteria

Company

Company under which markup rules are created.

Job

Job for which markup rules are created.

[Copy From Job] – Button

Pop-up window launched from [Copy From Job] button on the Maintain PCI Markup Rules screen (standard Treeview path: Change Management > Local Tables > PCI Markup Rules)

This button’s pop-up is used to copy PCI markup rules from the job selected in this pop-up’s Job field to the job selected on the main screen. Note, only jobs with assigned PCI markup rules are available in the Job LOV.

Rules

This section is used to enter the basic information for a PCI markup rule, by specifying its description, order, rounding rule, and compound level.

For the selected PCI markup rule in this section, the Details section is used to specify the markup details for the rule.

Order

All generated markup lines are displayed in order, according to their order number set using this field.

Description

Description for PCI markup rule.

Rounding Rule

Specifies how the PCI markup amount is to be rounded. The options include the following rounding rules:

• No Rounding

• Round to Nearest .01

• Round to Nearest 1

• Round to Nearest 10

• Round to Nearest 100

• Round to Nearest 1,000

• Round to Nearest 10,000

• Round to Nearest 100,000

• Round to Nearest 1,000,000

For example:

PCI Amount: 3,000,000

Markup Rounding Rule: Round to Nearest 100,000 (hundreds of thousands)

Markup Rule: 8%

Markup Amount with No Rounding: 240,000

Markup Amount with Rounding Applied: 200,000

Rounding Method

Specifies whether the amount is always rounded up or down, or if it’s rounding using the standard method.

Level

Level at which PCI markup rule is compounded in relation to the other rules (e.g. all level 2 rules are compounded on level 1 rules).

Details

This section is used to specify the markup details for the rule selected in the Rules section. 

Calculate On Job

Job for which rule applies.

Cost Code

Cost code(s) for which the PCI markup rule applies. The [...] button will open the Cost Code Multiselect LOV where users are given the option to select one or multiple cost codes.

The cost codes in the LOV can be filtered and selected based on the Cost Code, Description, or Controlling Code columns. If the 'Selected' checkbox is checked on the LOV filter, then the list will display only the selected cost code(s). Clicking the 'Select All' checkbox will select all cost codes. If the user filters the list first, then checking the 'Select All' checkbox will select only the cost codes returned by the filter.

If more than one cost code is selected, then "Multiple" will be displayed on the Calculate on Cost Code field. Selecting a single cost code, will display the selected cost code on the field.

The selection will be maintained, even if the LOV is closed. On reopening, the user will know which cost codes has been selected previously.

After selection of cost codes, clicking on the Accept button will close the LOV. Validation takes place if the cost code listed on the Calculate on Cost Code field is used for more than one markup rule.

Cat

Category for which the PCI markup rule applies.

Allocate To Job

Job to which markup amount(s) is against.

Cost Code

Cost code to which markup amount(s) is against.

Cat

Category to which markup amount(s) is against.

Budget %

Percentage to increase JC budget amount for bill code specified by selected job, cost code, and category.

Billing %

Percentage to increase JB revenue (contract) amount for bill code specified by selected job, cost code, and category.

Applying PCI Markups to PCIs

When a PCI is created, to apply all applicable PCI markup rules, click the [Calc. Markups] button on the Detail tab of the Enter PCI screen, shown below. Note, the [Calc. Markups] button is only enabled for unposted PCIs.

Pgm: PMCHGFM – Potential Change Items; standard Treeview path: Change Management > Change Orders > Enter PCI – Detail tab

After clicking [Calc. Markups], a pop-up will appear, notifying the user of how many markup lines were added:

On the Detail tab, the new line(s) for the markup(s) will be displayed:

Pgm: PMCHGFM – Potential Change Items; standard Treeview path: Change Management > Change Orders > Enter PCI – Detail tab