Costpoint Help

Manage Burden Templates

Use this screen to create and maintain indirect burdens or overhead allocations to be used with both baseline and workplan budgets.

Warning: If you are using this screen in Costpoint Planning, click this link to access specific help information for using Manage Burden Templates in Planning.

Each project budget must have an assigned burden template; the baseline and workplan budget for the same project can have different burden templates. Assign burden templates to the budgets on the Info tab of the Manage Project Budgets and ETC screen.

You can modify templates even after they are linked to a project budget.

After editing the template, use the Build Budget Composite Rates screen to rebuild project data tables.

You can override the composite burden rate within each project budget subtask on an individual row. If you modify the Composite Rate on a row on the Direct subtask or the Labor subtask of the Manage Project Budgets and ETC screen, the total in the Indirect subtask does not match the total of all the burden amounts on the Direct or the Labor subtasks.

Use this screen when initializing Costpoint Advanced Project Budgeting or when you need to add a new burden template before creating a new project budget.

Note: You can edit or add a template at any time, but you must rebuild each change to these templates in the data tables by using the Build Budget Composite Rates screen.

Related Topics:

Display the Manage Burden Templates Screen

You access the Manage Burden Templates screen from the Projects or the Planning domain.

Contents of the Manage Burden Templates Screen

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

Table Information for the Manage Burden Templates Screen

Changes to the Manage Burden Templates screen update several tables.

Subtasks of the Manage Burden Templates Screen

The Manage Burden Templates screen has the Pool Base subtask.


Parent Topic:

New Business Budget Burden Template Controls