Firm Switches

The following switches can be found in Star PDM, under Setup/Firm Details/Options/Firm Switches.

Functional Area: Job Budgeting

  • BudgetingUseCategoryRatesForTypes – When active (on), users can associate the Staff Type column in a budget with a given labour rate when added for a labour rate job. This allows the Staff Type column to use the labour rate defined for the job instead of the standard rates.

    • Staff Types are not, by default, associated with labour rates. Rather, they use normal rules to select which rate to use on budgets.

  • BudgetingUseJobRate – By default, the Charge Account on a budget specifies the rate to be used for given staff members. When this switch is active (on), additional checks are made to determine which rate to use, as follows:

    • Where a labour rate exits, use the labour rate.

      Where labour rates are in use, staff restrictions are also applied to the budget unless the ASTEE switch ASTEEAllowPostingToJSRJobs is active.

    • If the Job is set to use a Charge Account rate, or the Charge Account rate is set to enforce, then the Charge Account defines the rate.

    • If ASTEE switch 162 (Enforce Highest Charge Rate) in Star database table tblASTmastpref is active, use either the rate specified by the Charge Account or the rate specified by the job, whichever has the higher value; otherwise use the rate specified by the job.

  • BudgetRateDiscounts - When active (on), provides support for WIP Discounting in the Job Budgeting module. To be effective:

    • Discounting must be turned on at both Entity level and Job level.

    • The Firm-level switch BudgetRateDiscounts must be set to 1.

  • JobBudgetEnablePriorYear - When active (on), activates the Prior Year Analysis tab and enables the Prior Year Link field in the Job Budget, Budget Setup screen), where the user can select:

    • 0 – Off.

    • 1 – Only jobs with the same job group type.

    • 2 – Only jobs with the same job type.

  • JobBudgetPriorJobFilter - By default, Prior job selection supports entity and service line filtering as standard and only permits the selection of each job as a prior job once. This setting controls additional filtering.

    • 0 – No additional filtering.

    • 1 – Restricts filtering to the same job type as that of the job on which the budget exists.

  • JSPCADESC - When active (on), a charge code description is displayed instead of the charge code in the budgeting grid.

Functional Area: ASTEE

  • ASTEEAllowPostingToJSRJobs - When active (on), any users not set up to use JSR rates can to post to a Job using their normal rates.