The criteria should be first decided in order to apportion the overhead on project time. You can register up to thirty criteria while some criteria can already be found within the system. You can also define some using Free Fields and Properties. The system defined criteria are Employee ID, Organization code, Employee Category, Work Location, Work Location Category, Position ID, Project ID, Project Category 1, Project Category 2, Program ID, Report Code Group, Report Code, Resource ID and Billing Category.
A number of predefined overhead criteria are inserted when a company is created, which can be complimented with the property codes.
The evaluation order defines in which order the different Criteria should be considered when evaluating the rules, where the criteria with the lowest value for the evaluation order will be considered to have the highest importance. The evaluation order is mandatory if a given criteria is used in any rule, even if the criteria is no longer set to Available. The Available checkbox defines if a given criteria can be used when inserting a new rule or when updating an existing rule. If a criteria has been set as unavailable, it will only be possible to set that criteria to use ’%’ when setting up the rules. This allows the customer to phase out the usage of a given overhead criteria. However, note that any existing rules that use the criteria will still consider it when evaluating the rules to calculate overheads. Furthermore, it will still be possible to change any existing rules to use ‘%’ for this criteria (i.e. it will still be possible to change from a distinct value to ‘%’, but not vice versa).