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Creating rules of credit templates

Rules of credit templates provide a consistent approach for entering work scope progress.

Rules of Credit Templates are defined and used for a consistent and objective approach to entering progress for work scope and activities of a similar nature.

Each template is assigned a set of rules that represent an incremental task or step in the completion of the work. Each rule is assigned a weight, which is used to calculate the percent complete of the subject Control Account, Work Package, and/or Contract using the ROC percent complete method.

Creating Rules of Credit templates

  1. Select Cost Administration / Organization Data / Rules of Credit Template.
  2. Click the Add icon.
  3. Enter a Name and Code for your template.
  4. Click Add Rules of Credit Template.

Adding a Rule

  1. In the lower grid Rules of Credit, click the Add icon.
  2. Enter the rule’s name.
  3. Enter a relative weight for the rule. This is compared against the other rules in the template to calculate activity progress.
  4. Click Add Rule.
  5. Repeat Steps 1, 2, and 3 until the template is complete.

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