Cost Pools dimension
The Cost Pools dimension defines the level at which the cost methods are defined and assigned for the cost categories. For example if an entity is using the RCC Method for all departments and all items, then only one cost pool is necessary. It is also used to define the level at which an RVU is used. For example, if three labor cost categories are using the same RVU to allocate labor costs, one cost pool can be used for the three cost categories. Cost pools are a group of cost categories, using the same method or RVU.
NOTE: In some cases the cost pool and the cost category need to be the same, e.g., when the Reverse Markup method is assigned, the calculated costs is always assigned to only one cost category based on the markup table.
TIP: You can manage your dimension tables by downloading them in spreadsheet form so that you can make larger changes more easily. You can then upload the spreadsheet with the changes back into the system. For more information, see Editing a dimension using a spreadsheet.
Accessing the Cost Pools dimension
From the Enterprise Decision Support home page, in the Data Control section, click Data Management > Core Dimensions > Cost Pools.
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NOTE: The page can only display up to a maximum of 10,000 records.
Adding or editing a cost pool
Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.
To add or edit a cost pool:
- In the table, do any of the following:
To add a cost pool, click Add Row. The new row displays at the bottom of the table. Enter information in each column. After you save, the table will display the new row in order by the CostPool column.
IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes.
To edit a cost pool, click in the cell(s) to make your changes.
NOTE: Columns that are grayed out cannot be edited.
- To undo your changes, click the left arrow icon
. - To redo your changes, click the right arrow icon
.
- When you finish making changes, click Save.
Deleting a cost pool
Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.
To delete an account:
-
In the table, select the row to highlight it, and then click Delete Row.
- At the Continue? prompt, click OK.
- When you finish making changes, click Save.
This section provides descriptions for each column in the Cost Pools dimension table:
NOTE: The table may display some columns that are related to other Syntellis products or have been created specifically for your organization. Contact your Syntellis Implementation Consultant or Syntellis Support if you need help with these columns.
Keys
Every table in the database must have at least one key column. Key columns define unique records of data in the table. If a table has one key column, then each value in that key column must be unique and defines a unique record in the table. If a table has multiple key columns, then each combination of values in those key columns defines a unique record in the table.
CostPool - The primary key for the Cost Pools dimension table. We recommend using short, intuitive abbreviations.
The system will not allow you to save the table if an entry includes one or more of the following:
- More than the maximum allowed characters
- Contains one of these characters: \\ / < > : ? | * ' \"
- Begins with + - =.
Description - A longer, full description for the cost pool.
TIP: To help make reports more readable, we recommend that you do not use all capital letters in the description content.
Cost
These columns are specific to the set up and maintenance of Axiom Enterprise Decision Support.
DefaultCostMethod - The cost method to use for the pool of cost categories.
DisplayOrder - The order in which to display column elements on reports and in utilities.
RCUdef - The RCU definition number.
ResourceClass - Reserved for future use.
