Use this screen to run the Rate Analysis Summary report within the Cost Analysis Module. This report provides a quick look at the organizations' pools, current actual rates. and pool rates based on the current Organizational Budget and selected Fiscal Year.
You must select a Report Type and enter required fields in order to view details. The options that display depends on the type of report selected.
You can use different parameters to filter the Rate Analysis (Org) report. Select from the following options:
Select the type of report you want to display. Choose from the following options:
Cost - Select this option to display labor costs charged to the selected project.
Budget - Select this option to display labor costs budgeted to the selected project.
Variance - Select this option to display variances of labor costs charged or budgeted to the selected project.
Computed - Select this option to display computed costs to the selected project.
Fiscal Year - Click to select the fiscal year.
End Date - Click to select the end date.
Click to select the budget group.
Select this check box if you want to display cumulative periods.
Select this check box if you want to display combined pool information.
Select this check box if you prefer to display Cumulative Periods or Combined levels of report information for viewing or printing.
Click to select the Org ID.
Each of the pools are listed with its associated YTD Actual Rate, along with the Actual Rate for each accounting period for the fiscal year selected.
When you click a Pool Name, the system displays a detailed Statement of Indirect Expenses for the pool selected.
After you select the Org ID and set other options, click Pools and Details link to display detailed rate analysis report information.
Click this button to expand grid information.
Click this button to collapse grid information.