Costpoint Online Help

Using the Help Search

Contents of the Manage Burden Templates Screen

Use the fields and options to configure the Manage Burden Templates screen.

Identification

Field	Description
Template	Enter the burden template that you are creating.
Description	Enter a description of the burden template.

Burden Templates Detail

To start a new line, click .

Field	Description
FY	Enter, or click to select, the fiscal year for this burden template row. Eligible selections include both closed and open fiscal years. Because each burden template can have rows with different fiscal years, budget templates can cross fiscal years. Each combination of fiscal year and pool must be unique to the template. After you save this screen, you cannot modify this column; however, you can delete the row and replace it with the same data but with a different fiscal year.
Pool Number	Enter, or click to select, the pool number for this burden template row. Each combination of fiscal year and pool must be unique to the template. You can create the pool number here, a maximum of six characters, or use a pre-existing pool number created on the Manage Cost Pools screen. After you save this screen, you cannot modify this column; however, you can delete the row and replace it with the same data but with a different pool number. Note: You cannot choose a cost pool twice for the same fiscal year.
Processing Sequence	Enter the processing sequence for this cost pool template. This number determines the order in which the cost pools are processed. If more than one row has the same processing sequence number, the topmost row in the table is processed first. After you save this screen, you cannot modify this column; however, you can delete the row and replace it with the same data but with a different sequence number.
Pool Description	If you clicked to obtain the Pool Number, this column defaults the corresponding pool description. If you are creating the pool number for this row, enter a maximum of 25 alphanumeric characters to describe the pool. After you save this screen, you can modify this column.
Rate	Enter the cost pool budgeted rate. Costpoint uses this rate to burden project budget amounts. If you budget to the same account/organization combinations that are in the pool base, the corresponding individual pool rate, or the composite pool rate, defaults into your project budget. After you save this screen, you can modify this column. No rates default into this screen from the Pool Rates subtask of the Manage Cost Pools screen.
Rate Format	This column displays the rate format. For cost-based pools, % displays, and Amt/Hr displays for hours-based pools.
COM Rate	Enter the Cost of Money (COM) percentage rate, if any, for this cost pool. Costpoint multiplies this rate by the budget amounts entered for the accounts and organizations selected on the Pool Base subtask. If this cost pool has no cost of money rate, enter > 0 > in this field. After you save this screen, you can modify this column.
Rate Format	This column displays the rate format. For cost-based pools, % displays, and Amt/Hr displays for hours-based pools.

Subtask

Subtask	Description
Pool Base	Highlight a burden template in this screen and click the Pool Base link to access the Pool Base subtask, where you can select the accounts and organizations to be applied with the budgeting criteria.

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Contents of the Manage Burden Templates Screen

Use the fields and options to configure the Manage Burden Templates screen.

Identification

Field	Description
Template	Enter the burden template that you are creating.
Description	Enter a description of the burden template.

Burden Templates Detail

To start a new line, click .

Field	Description
FY	Enter, or click to select, the fiscal year for this burden template row. Eligible selections include both closed and open fiscal years. Because each burden template can have rows with different fiscal years, budget templates can cross fiscal years. Each combination of fiscal year and pool must be unique to the template. After you save this screen, you cannot modify this column; however, you can delete the row and replace it with the same data but with a different fiscal year.
Pool Number	Enter, or click to select, the pool number for this burden template row. Each combination of fiscal year and pool must be unique to the template. You can create the pool number here, a maximum of six characters, or use a pre-existing pool number created on the Manage Cost Pools screen. After you save this screen, you cannot modify this column; however, you can delete the row and replace it with the same data but with a different pool number. Note: You cannot choose a cost pool twice for the same fiscal year.
Processing Sequence	Enter the processing sequence for this cost pool template. This number determines the order in which the cost pools are processed. If more than one row has the same processing sequence number, the topmost row in the table is processed first. After you save this screen, you cannot modify this column; however, you can delete the row and replace it with the same data but with a different sequence number.
Pool Description	If you clicked to obtain the Pool Number, this column defaults the corresponding pool description. If you are creating the pool number for this row, enter a maximum of 25 alphanumeric characters to describe the pool. After you save this screen, you can modify this column.
Rate	Enter the cost pool budgeted rate. Costpoint uses this rate to burden project budget amounts. If you budget to the same account/organization combinations that are in the pool base, the corresponding individual pool rate, or the composite pool rate, defaults into your project budget. After you save this screen, you can modify this column. No rates default into this screen from the Pool Rates subtask of the Manage Cost Pools screen.
Rate Format	This column displays the rate format. For cost-based pools, % displays, and Amt/Hr displays for hours-based pools.
COM Rate	Enter the Cost of Money (COM) percentage rate, if any, for this cost pool. Costpoint multiplies this rate by the budget amounts entered for the accounts and organizations selected on the Pool Base subtask. If this cost pool has no cost of money rate, enter > 0 > in this field. After you save this screen, you can modify this column.
Rate Format	This column displays the rate format. For cost-based pools, % displays, and Amt/Hr displays for hours-based pools.

Subtask

Subtask	Description
Pool Base	Highlight a burden template in this screen and click the Pool Base link to access the Pool Base subtask, where you can select the accounts and organizations to be applied with the budgeting criteria.