Use this screen to run the Rate Analysis (Org) report. This report is an enhanced Statement of Indirect Expenses that allows a manager to view the Budgeted Cost and Base of a pool in detail. The report contains three grids:
Pool Cost grid — Contains budget summary lines by major cost element, with detail by GL Account and Org within each Account. Columns include YTD Cost, % of Base, and cost for each accounting period in the fiscal year. The Pool Cost grid initially displays summary budgeted cost lines by major cost element. Each major cost summary line expands to display GL Account summary lines within that major cost element. Each GL Account summary line then expands to display budget detail by contributing org within that GL Account.
Pool Base grid — Contains budget summary lines by major base element, with detail by GL Account and Org within each Account. Columns include YTD Base amount, % of Base, and the base amount for each accounting period in the fiscal year. The Pool Base grid initially displays summary budgeted base lines by major cost element. Each major cost summary line expands to display GL Account summary lines within that major cost element. Each GL Account summary line then expands to display budget detail by contributing org within that GL Account.
Pool Rates grid — Shows the budget pool rate by contributing Org with a total rate for the pool. Columns include YTD rate and the rate for each accounting period in the fiscal year.
You can filter the data displayed in the report:
Select an indirect pool from the Cost Pool drop-down list.
Select a time period from the FY-Period drop-down list.
Select the P&L format to define the major cost elements in for the Pool Cost grid and the Pool Base grid.