Creating Override Rules

To create a new override rule:

1. Log on to PPM.

2. From the menu bar, select Open > Administration > Open Workbench.

   The PPM Workbench opens.

3. From the shortcut bar, select Time Mgmt > Override Rules.

   The Override Rule Workbench opens.

4. Click New Override Rule.

   The Override Rule window opens.

5. Complete the fields in the Override Rule window as specified in the following table. (For more information about the Results section, see Precedence of Results for Override Rules.)

   Field Name (*Required)	Description
   *Override Rule Name	Name of the override rule.
   Description	Description of the override rule.
   Enabled	Option to enable the override rule.
   Dependencies section
   Work Item Type	The override rule will check the time sheet lines for the specified work item type (project, task, request, package, or miscellaneous).
   Work Item Set	The override rule will check the time sheet lines for the specified work item set, which can be a specific project, request type, or package workflow. Options depend on the selected Work Item Type.
   Work Item	The override rule will check the time sheet lines for the specified work item, which can be a specific project, task, request, package, or miscellaneous item. Options depend on the selected Work Item Set.
   Department (of Resource)	The override rule will check the time sheet lines for resources in the specified department.
   Title	The override rule will check the time sheets for resources with the specified title.
   Results section
   Time Approver	These two fields set override time approver information.
   Billing Approver	These two fields set override billing approver information regarding who can freeze and close a time sheet. Note: A time sheet can have only one billing approver. If override rules determine the same billing approver for some or all of the time sheet lines, the time sheet uses that billing approver. However, if override rules determine different billing approvers for different time sheet lines, the time sheet uses the default billing approver.
   Charge Codes are updateable	Option to allow resources to update the charge codes after the override rule is executed.
   Charge Codes are required	Option to require resources to enter charge codes after the override rule is executed.
   Override Time Sheet Policy Charge Codes	Option to override charge codes that have had defaults set by the Charge Codes tab in the Time Sheet Policy window.
   Override Work Allocation Charge Codes	Option to override charge codes that have had defaults set by a work allocation.
   Columns in Charge Codes section
   Charge Code	(Read-only) Charge code or codes assigned to the override rule.
   Percent	Percentage of each charge code or codes assigned to the override rule. You can specify tenths of a percent. The total percentage must equal 100 percent.
   Description	(Read-only) Description of the charge code or codes assigned to the override rule.
   Charge Code Category	(Read-only) Category of the charge code or codes assigned to the override rule.
   Enabled	(Read-only) Option to enable the charge code or codes assigned to the override rule.

   Note: The time approver and billing approver results of an override rule for a project and its tasks do not take effect if both of the following conditions are met:

   • In the Dependencies section of the override rule, the Work Item Type is Project or Task, the Work Item Set is the project name), and the Work Item is not specified.

   • The option Time logged against this project must be approved by a project representative from the following group in the Cost and Effort policy for the project is selected.

6. To add and apportion charge codes:

   1. In the Charge Codes section, click New.

      The Charge Code Selection window opens.

   2. Search for existing charge codes by completing the fields as desired in the Charge Code Selection window, as described in the following table. To display all charge codes, do not enter search criteria and skip to step c.

      Field Name	Description
      Query	Limits the search to the selected saved query.
      Charge Code Name	Limits the search to a charge code with the specified name.
      Enabled	Limits the search to enabled or disabled charge codes.
      Description	Limits the search to charge codes having the specified text in their descriptions.
      Charge Code Category	Limits the search to charge codes with the specified charge code category.
      Department	Limits the search to charge codes for the specified department.
      Client	Limits the search to charge codes for the specified client name.

   3. Click List.

      The results of the query are listed in the Charge Code Selection window. Charge codes that are already listed in the override rule are shown in bold.

   4. Select one or more charge codes and click OK.

      The Charge Code Selection window closes, and the selected charge codes are added to the Charge Codes section of the override rule.

   5. In the Charge Codes section, specify values in the Percent column that add up to 100 percent.

7. In the Override Rule window, click OK.

   The override rule is saved.