Define a calculation basis

If you want to use validity combinations, you must determine the calculation bases on which you want to base the validity combinations. You can select up to three calculation bases for the validity combinations which must then be satisfied by all actual costing entries.

Note:

If you choose to work with validity combinations, all entries made in the actual costing must match a validity combination.

We recommend you choose validity combinations based on project groups and/or work type groups to avoid having to create separate combinations for all projects and/or work types. Furthermore, when you add a project or work type you will not have to create a new validity combination.

Example: Calculation bases

Via the calculation bases you can ensure that an employee can only enter data for projects within a given project group. The calculation bases are then:

• Employee
• Project group

  Via the calculation bases you can also ensure that an employee can only enter data certain activities for all projects. The calculation bases are then:

• Employee
• Integration group

  If an employee should only be allowed to enter certain activities on certain projects you set this up as follows:

• Employee
• Project group
• Integration group

To define calculation bases:

1. Go to: Projects / Management / Settings / Project.
2. Go to the tab: Projects.
3. In the Validity combination box, select the calculation bases from the following options:
   • Dimension 1 to 5: If you want to use the custom dimensions you must first activate these on the Dimensions tab in the project settings.
   • Integration group/Article group
   • Item
   • Employee
   • Project
   • Project group

   The three calculation bases you select must be adjacent; you are not allowed to leave Validity based on 1 blank and then complete Validity based on 2. In addition, you can only select a calculation basis once.

4. Click on: OK.