CPT Configuration
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About this page
This page is used to configure aspects of the RME
Costing and Pricing Tool. It provides options to change some default
settings to suit specific scenarios.
Menu path: RME menu > Projects > CPT Configuration
CPT Configuration: Fields
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On-Cost
Method * |
Mandatory;
default: Employment Type
Used to determine the method of applying on-costs
to salaries
Options include: |
Employment
Type (default)
When selected, you can define on-cost percentages in Institution
Level rules. On-cost variations can also be set in a Fund Scheme Level rule, On-Cost
Percentage Variations section.
Percentages can be defined for staff members working
for the institution less than 12 months, more than 12 months,
or on a casual basis.
For this method, Personnel record details for
Employment Type and
Employment Start Date
are used determine the On-Cost
value to apply. |
On-Cost
Pattern
This option is designed
to cater for institutions that assign on-cost patterns to employees.
For example, a pattern ABCXYZ may be assigned to an employee which
equates to a salary on-cost of 49%. Different people across the
institution can have a different on-cost percentage that needs
to be used in salary calculations for CPT.
If selecting this option, some configuration is
required. For details, see: On-Cost Method:
On-Cost Pattern below. |
Fund
Scheme Rules based on Funding Organisation? |
Default:
No
Indicates whether Fund Scheme Level rules are
defined per fund scheme, where each fund scheme is linked to one
organisation (No - default),
or defined for a fund scheme and organisation combination (Yes), for situations where there
can be multiple organisations for a fund scheme.
If Yes,
an Organisation field
will automatically display in the following funding rules pages:
• Fund
Scheme Level
• Indirect
Cost Recovery Variation
• Applied
Rules
Corresponding Organisation
fields also automatically display in the following CPT pages:
• Consumable
and Capital Items
• Facility
Usage
• Funding
Rules
• Project
Price
• Project
Team
For details about this solution, see: Fund
Scheme Rules based on Funding Organisation below. |
Use Project Location for Indirect
Cost Recovery? |
Default:
No
Indicates whether you want to define indirect
cost recovery (ICR) percentages for funding rules based on project
location (lab or non-lab).
By default, this is set to No
so that project location is not considered in funding rules for
ICR.
If you change this setting to Yes,
sections are automatically added to define ICR method and percentages
for both lab and non-lab project locations on the following funding
rules pages:
• Institution
Level
• AOU
Level
• Project
Type Level
• Fund
Scheme Level
• Indirect
Cost Recovery Variation
In the Applied Rules page, a Project
Location dropdown will be displayed for selection. The
Indirect Cost Recovery Percentages section will show the values
and fields based on the selected project location.
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Project
Team Page Layout * |
Mandatory;
default: Standard
Used to determine the level of information to
display on the Project Team page in CPT
The layout setting is applied when a funding rule
is applied to a project (when details have been entered into an
eForm and you click a link or button to go to the tool). If the
setting is changed, the new layout will only apply when a funding
rule is applied to a project after the change.
Options include: |
Standard (default)
Applies a defined page
layout that provides a concise level of information in the page.
Each row can be expanded to view a grid that displays
the workload commitment.
In eForms, workload commitment is entered as a
total commitment in the Commitment
field in a Workload Commitment RIC.
|
Extended
Applies a defined page
layout that provides a more detailed breakdown of project team
salary costs, supporting funded and unfunded commitment
It displays salary cost
as base salary and on-cost.
In-kind is calculated
on unfunded workload commitment.
Funded cost and funded
salary are calculated on funded workload commitment.
Dependency:
To support the extended layout, configure the Workload
Commitment RIC for eForms to include an Unfunded
Commitment field, as well as a Funded
Commitment field, to enter both funded and unfunded values.
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Bypass validation for Consumable and
Capital Items in CPT? |
Default:
No
Used to enable or disable the standard rule for
item amount validation in the CPT Consumable and Capital Items
page |
No |
Applies the standard rule for
item amount validation (default)
In the CPT Consumable and Capital Items page,
an item amount entered in an eForm is considered as a fixed total
amount for that item. It is shown in the CPT: Consumable and Capital
Items page as a read-only amount in the Total
column.
The total of allocated item costs must equal this
amount, otherwise an error message displays, and the cost allocation
cannot be saved. |
Yes |
Bypasses the standard rule for
item amount validation
Users can enter item amounts in the CPT Consumable
and Capital Item page that differ from the item total, for example,
so they can test the project costing with different item amounts.
Changes can be saved successfully but to alert
the user, the line item and page are marked as Invalid
and a warning displays.
Cost and price are calculated with amounts entered
in the tool.
When the sum of allocated amounts for at least
one item does not equal the item total, a dynamic Allocation
Surplus / Deficit column displays next to the Total
column to clearly view the differences.
• If
the sum is less than the item Total,
the deficit shows as a negative value.
• If
the sum is more than the Total,
the surplus shows as a positive value.
Impact to an eForm
When CPT item amounts are changed and no longer
equal eForm amounts, the Costing
Status becomes In Progress.
To alert users, both the eForm page with the Consumable and Capital Items
control and the control itself are marked as Invalid
and a message displays. A red exclamation mark displays next to
unequal items.
Option: Update eForm
amounts from CPT
To add a button in an eForm that users can use
to update item amounts in the eForm with the amounts from the
tool to correct differences, in your eForm design for the Consumable
and Capital Item field control, tick the Update
value from Costing and Pricing Tool? configuration option.
You can also change the button label in the Button
Text field to suit your needs.
In an eForm, when a user clicks this button, amounts
from CPT are updated in the eForm so the amounts are in sync.
Validation indicators are removed, and the Costing
Status becomes Valid
(provided any other
messages are cleared). |
See
also: CPT: Consumable and Capital Items |
On-Cost Method: On-Cost Pattern
If your institution assigns on-cost patterns to employees, complete
the following steps to implement the solution to support on-cost patterns.
1. In the CPT
Configuration page in RME, change the On-Cost
Method to On-Cost Pattern.
Result: The system automatically adjusts
funding rules pages for Institution Level, Fund Scheme Level and Applied
Rules to display the On-Cost
Percentages grid (CPT022) that
lists the patterns and values, in place of employment-based on-cost fields.
The CPT Funding Rules page also changes to display on-cost patterns. For
a full list of changes, see: Page
layouts for on-cost options
The On-Cost
Percentages grid is a Page View (CPT022) which is assigned by default
to the following roles: Grants Admin, Grants Data Entry, Researcher, and
RME Application Admin. If assigning CPT access to other roles or users,
include this Page View as well.
2. Set up on-cost
pattern names or codes as category items under: RME
> Setup > Categories > Person related categories > On-Cost
Pattern.
Result: On-cost pattern category items
can be selected from the fields in CPT pages, eForms and core records.
3. Add
the On-Cost Pattern field
to the Page View for the Personnel record, Employment Details related
item (PEP011). This field is not added automatically to existing views.
Result: This dropdown field is
used to select the on-cost pattern when assigning to employees.
4. In Personnel
records, complete the On-Cost
Pattern field for all users likely to be involved in research projects.
Result: The value will be auto-populated
in the On-Cost Pattern field
in an eForm.
5. In Institution
Level rules, define the values for each pattern in the On-Cost
Patterns
grid. Consider the option to indicate if annual leave should be excluded
from on-cost.
6. In Fund Scheme Level rules, define a variation
if required. Consider the option to indicate if annual leave should be
excluded from on-cost.
7. In RPR eForms used for CPT, add
the On-Cost Pattern field
to Linked Personnel and New Staff RICs as required. So that this field
can be editable in an eForm, do not configure it to be read only.
Results:
• For
existing team members, this field will be automatically populated
in eForms for the primary Employment Details record in the Personnel
record, or alternatively, the selected Employment related item record
in the Job Title field (if
the Primary? flag is not used to indicate primary
employment records).
• The pattern selected and shown
in the On-Cost Pattern field
in an eForm will be used by the tool to reference the On-Cost
Pattern grid in the applicable funding rule to determine the on-cost
percentage to calculate the on-cost amount.
8. In
RME core, add the On-Cost
Pattern field to the Page
Views for Project record, Investigator and New Staff related items.
Result: When the Push to Database Tables
activity is executed in the workflow associated to the eForm, the On-Cost Pattern value in the RIC will be
pushed to the On-Cost
Pattern field in a related item, as relevant.
Page layouts for on-cost options
Funding rules page layouts depend on the option selected in the On-Cost Method dropdown. The table
below outlines the on-cost elements per option:
Fund scheme rules based on funding
organisation
By default, the relationship between fund schemes and organisations
is one-to-one in RME. A Fund Scheme record can only be linked to one organisation.
If you deal with fund schemes that can have multiple organisations associated
with them, implement the solution outlined below. Note that in this solution,
organisations are not linked to the Fund Scheme core record. End users
can select the relevant organisation in an RPR eForm or Project record,
Fund Scheme related item from a list of all current organisations in the
system.
1. In the Fund
Scheme Page View (FND001), change the Access
Type property for the Organisation
field from Required to Optional
so it is no longer mandatory. For details about managing Page Views, see:
Page Views and Page Layout
Designer
Result: This allows a Fund Scheme record to be saved without an organisation
being selected. In Fund Scheme core records, do not select an organisation.
End users can select the relevant organisation as needed from a list of
all current organisations in the system. If there is one organisation
for a fund scheme when the Access Type
is changed to Optional, the organisation
can be selected in the Organisation
field, however validation for mandatory fields will be not be evoked.
2. In the CPT Configuration page, change
the Fund Scheme Rules based on Funding
Organisation? option to Yes.
Results: An Organisation lookup field will be automatically displayed on
the following Funding Rules pages:
3. Fund Scheme Level
The Organisation field is
added to allow administrators to select both the fund scheme and the organisation
for a rule from lookup fields. It displays the name of the organisation
of the fund scheme by default, if one is defined in the Fund Scheme core
record, otherwise it will be blank.
4. Indirect
Cost Recovery Variation
The Organisation field is
added to options for Org. Unit, Project Type and Fund Scheme to allow
administrators to set a variation rule for a combination. It is only editable
after a selection is made in the Fund Scheme lookup. It can be blank.
5. Applied Rules
The Organisation field is added
to options for Org. Unit, Project Type and Fund Scheme to allow administrators
to view the rules applied based on a combination of options. It is only
editable after a selection is made in the Fund Scheme lookup. It can be
blank.
6. In an eForm,
users will be able to select the relevant organisation Linked Fund Source
RIC. Fund schemes can be duplicated as long as the organisation is different
for each as the constraint on adding a fund scheme more than once in an
eForm is suspended when the Fund Scheme
Rules based on Funding Organisation? configuration is Yes.
If an organisation is defined for the fund scheme, this is auto-populated
in the RIC but can be edited.
7. In CPT, an
Organisation lookup field will
be automatically displayed on the following pages to display organisations
selected in the eForm: Consumable and Capital Items, Facility Usage, Funding
Rules, Project Price, and Project Team.
8. When the Push
to Database Tables activity is executed in the workflow, fund scheme and
organisation details are pushed to the Project record, Fund Schemes related
item.
More about CPT configuration
For a quick guide for the tasks to set up CPT, see: CPT
configuration guide
For a list of CPT pages in the tool, see: Costing and Pricing Tool Introduction
- Costing and Pricing Tool pages
Related topics
• Costing
and Pricing Tool
• Funding
Rules
• Fund
Scheme Level rules
• Project
Type Level rules
• Indirect
Cost Recovery Variation
• Applied
Rules
Product Key:
Costing and Pricing Tool
Page ID: CPT021.htm