Contents of the Import Pools to Burden Templates Screen

Use the fields and options to configure the Import Pools to Burden Templates screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.
Template	Enter this burden template.
Description	Enter a description of this burden template.

Selection Ranges

Use these fields to select the allocation group, fiscal year, and period that you wish to use to set up your burden template. You can find this information on the Manage Cost Pools screen.

Source Allocation Group

Field	Description
Option	This field always displays One.
Start	Enter, or click to select, the source allocation group for the cost pool.

Source Fiscal Year\Period

Field	Description
Option	This field always displays One.
Start Fiscal Year	Enter, or click to select, the source fiscal year for the cost pool.
Start Period	Enter, or click to select, the source fiscal period for the cost pool.

Destination Fiscal Years

Use these fields to select the fiscal years to which you would like to copy the information.

Field	Description
Option	Use this drop-down list to select the range of fiscal years that receive the cost pool. Valid options are: All One Range From Beginning To End The default for this field is All.
Start	Enter, or click to select, the first fiscal year that receives the cost pool.
End	Enter, or click to select, the last fiscal year that receives the cost pool.

Pools

Use these fields to select the pools you would like to use for your burden template.

Field	Description
Option	Use this drop-down list to select the range of pools that are copied into the selected fiscal years. Valid options are: All One Range From Beginning To End The default for this field is All.
Start	Enter, or click to select, the first pool that is copied into the selected fiscal years.
End	Enter, or click to select, the last pool that is copied into the selected fiscal years.

Pool Rates to Copy

Use this group box to select the type of rates that you would like to use in your templates. You can find the rates on the Pool Rates subtask of the Manage Cost Pools screen.

Field	Description
None	Select this option to copy none of the selected pools or allocation groups into the burden template. Select this option if you plan to use a predetermined budgeted rate.
Provisional	Select this option to copy only the provisional pool rates into the burden template for the pool selected.
Actual	Select this option to copy only the actual pool rates for the fiscal year and period chosen.
Target	Select this option to copy only the target pool rates for the fiscal year and period chosen.
Overwrite Existing Template	Select this check box to overwrite the existing template on the Manage Burden Templates screen using your selections.