PERDEP10_Cost Allocation (Funding) End Dates

Summary description

This report shows cost allocation (funding) date details for all appointment types. Includes worksheets listing:

  • Cost allocations due to end
  • Records with no cost allocations
  • Cost allocations started or ended within a specified period

Why run this report?

  • To identify where funding is due to end.
  • To identify records where there are no/no current cost allocations.

When should you run this report?

It is recommended that this report is run monthly to ensure that funding end dates are appropriately managed.

Hints & tips

  • Data: See note below on Employee Status if you want to report on non-employees and/or casuals as well as employees.

Available parameters

Parameter

Mandatory?

Notes

Date From

Y

Costing end date greater or equal to this date.

Date To

Y

Costing end date less or equal to this date.

Department Code

N

If you have access to more than 1 department in the back office and you wish to report on only 1 of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department Description

N

As above, enter/select the department name if required.

Administered by

N

Enter DEP (department) or DIV (division) if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Use the torch to select specific status(es) or remove the default list to bring back all records  (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

 Details of tabs

Tab 1

Cost Allocation due to end

Shows cost allocations due to end during specified period where there are no further/subsequent allocations set up.

Tab 2

Costing Never Assigned to the Appointment

Identifies records where the cost allocation has never been set up.

Tab 3

No Current Cost Allocation

Identifies records where the most recent cost allocation has an end date in the past.

Tab 4

Cost Allocation Ended in Period

Shows cost allocations ended in a specified period. Note: there may be subsequent cost allocations with end dates outside of the period specified, but these will not be reported back.

Tab 5

Cost Allocation Started in Period

Shows cost allocations started in a specified period, whether or not there were previous cost allocations.