Units/Points

To manually create fee earner class points:

Click the Overhead Allocation Weighting sub-tab and click Add New. The Overhead Allocation Weighting window opens.
Select the Allocation Model from the drop-down menu.
Select a Fee Earner Class to which you want to assign the points from the drop-down menu.
Select the Target Type from the drop-down menu.
Use the arrows to the right of the Point field or enter the number of points to be assigned to the fee earner class.
Select a Start Date and End Date that the entry would be applicable.
Click Save.

Note: Edit an existing fee earner class by clicking the pencil icon to the right of the field. Delete an entry by clicking the X to the right of the field.

Management Adjustment

The Management Adjustment Import supports the adjustment of points already entered into the system for fee earners in a point-based allocation. Refer to Mapping Overhead Allocation Weighting to Points & Target Types It is used for the purpose of shifting salary and overhead, typically, when a timekeeper has management responsibility.

Some partners also have managing roles. A portion of their comp can be allocated as “overhead” as a direct or indirect expect to by office or at the firm level. If you want allocate 5% of a partner’s compensation as a direct expense to the firm, you can do so in this section. (5% is represented as a 0.05 adjustment).

Adjustment data is imported from an Excel file that will be provided by the firm. Open the Profit Module in Umbria by selecting Profitability from the main menu or from the User Settings menu, and choose the Configuration tab>Settings. The adjustment can also be done manually if only a small number of entries need to be adjusted. See below.

Import

An Excel spreadsheet should include the following columns, in this order:

Note: Column names are case sensitive. They must be maintained as shown, including the order in which they appear.

Username (Caliban.User table)
TimekeeperId (Caliban.Person table)

Note: One of the above needs to be populated: Username or TimekeeperId.

StartDate
EndDate (optional)
Adjustement
TargetType (optional) (1 is for Firm, 2 is for Office)
TargetEntity (optional) (Caliban.Firm or Caliban.Office)
AccountNumber
TransactionCategoryID (1 is for direct expenses, 2 is for indirect expenses)

To import a saved Excel spreadsheet of FTE adjustment information:

On the Settings tab, select the Points tab and Management Adjustment sub-tab.
Click the Import button. The Import Adjustment Point window opens.
Select the applicable Allocation Model from the drop down.
From the Transaction Category drop-down list, select to make the adjustment on Direct Expenses or on Overhead Expenses.
If you do not already have a spreadsheet with payroll information saved, you can click Download Sample Excel to obtain a template with all the required columns. If you have already filled out a spreadsheet, click Select Excel to locate the file on your computer.
Click Send.

Tip: Download the Sample Excel sheet and use it to populate payroll information. It consists of valid columns.

Tip: You can view the status of the import in the Logs→Command Log file in Umbria Admin. Additionally, you can view the summary report of import in the Application log in Umbria Admin.

Adjustment data imported from the Excel file is stored in the following table:

Profitability.PersonFteAdjustment

Manual Adjustment

To manually adjust existing points:

On the Management Adjustment sub-tab, click Add New. The Adjustment Point window opens.
Select the applicable Allocation Model from the drop down.
From thePerson drop-down list, select the employee whose points you want adjusted.
From the Transaction Category drop-down list, select the type of expenses allocated to the employee, either Direct Expenses or Overhead Expenses.
Select the Entity Type to adjust Points. Options available are Firm, Office, Department, and Person.
Based on your previous selection (point 5), select the Entity Name.
Select the GL Account ID associated to the entity.
Use the arrows to the right of the Adjustment field or enter the number of points to be adjusted to the person.
Select the Start Date and End Date for the adjustment.
Click Save.

OverHead Classes

To change a fee earner class allocation to an overhead expense:

Click the Overhead Classes sub-tab and click Add New. The Overhead Class window opens.
Select the applicable Allocation Model from the drop down.
From the Fee Earner Class drop-down list, select the class that you would like to define as an overhead expense.
Click Save.

Note: Edit an existing fee earner class by clicking the pencil icon to the right of the field. Delete an entry by clicking the X to the right of the field.

Fee Earner Configuration

To manually adjust existing points:

Click the Fee Earner Configuration sub-tab and click the arrow next to Add New for Override Points option. The Fee Earner Configuration window opens.
Select the applicable Allocation Model from the drop down.
From the Person drop-down list, select the employee whose points you want adjusted.
Use the arrows to the right of the Profit FTE field or enter the number of points to be adjusted to the person.
Use the arrows to the right of the Effective Point field or enter the number of points to be adjusted to the selection in step 4.
Click Save.

Partner Coins

If you are using Capital Point Partner adjustments, you can allocate the cost of all partners either by office or department. This method smooths out capital partner distribution over time instead of using the actual capital partner distribution.

You can filter / sort the list by Allocation Model, Person, Office and Year. To re-calculate capital partner points click the Re-Calculate button, in the Action drop-down menu.

To import a saved Excel spreadsheet of Partner Coins adjustment information:

On the Settings tab, select the Points tab and Partner Coins sub-tab.
In the Action drop-down menu, click the Import button. The Import Management Point window opens.
Select the applicable Allocation Model from the drop down.
If you do not already have a spreadsheet with payroll information saved, you can click Download Sample Excel to obtain a template with all the required columns. If you have already filled out a spreadsheet, click Select Excel to locate the file on your computer.
Click Send.

Tip: Download the Sample Excel sheet and use it to populate payroll information. It consists of valid columns.

Tip: You can view the status of the import in the Logs→Command Log file in Umbria Admin. Additionally, you can view the summary report of import in the Application log in Umbria Admin.

Manual Adjustment

To manually adjust existing points:

On the Partner Coins sub-tab, from the Action drop -down menu, click Add New. The Management Point window opens.
Select the applicable Allocation Model from the drop down.
Select the applicable options from theOffice, Department, Month, and Point Year drop-down list.
Use the arrows to the right of the Rank-Units and Amount field or enter the number of points / amount to be adjusted to the office or department.
Click Save.