Project Commission Setup

This guide explains how to add an employee to a project to calculate their commission for that project.

There are three main parts to setting up commissions:

1. Setup the employee’s commission rate (see related guide)
2. Setup the company default commission formulas (see related guide)
3. Add players to a project that should get commissions (this guide)

All three of these things work together in order to assist in calculating the commission that an employee gets.

1. Navigate to Projects > General.
2. Click Find and enter the criteria that will best find your project; then click Find again to perform the search.

1. Navigate to Projects > Cost Report.
2. If there are no Schedule of Values or Committed line items:
   1. Click on Actions and select Create Cost Report Records.
3. At the bottom middle of the screen, there are three dots.  Click the middle dot to see net profitability after calculating overhead, fee, and insurance.  Click the right dot to see net profitability after calculating overhead and fee only.
4. In either of these two “dot” screens, there is an “Employee Calculated Commissions” portal. This portal displays any employee who is a player and has earned a commission.
5. Clicking the Refresh button to the top-right of the portal will refresh and recalc these values based upon the formulas set in Company Setups

1. Navigate to Projects > Cost Report for the project you want.
2. Go to the appropriate “dot” cost report screen
3. Click the red Lock button.
4. Confirm the information earned, paid, and balanced, and enter any Notes or Comments that would seem appropriate.
5. Click Continue.  This will create a permanent record of this employee’s commission.  This can be seen under employee Contacts > special > Pay > Commissions.