Use this screen to run the Rate Analysis (Proj) 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 data in this report are pulled from the summary of all Project Budget in the selected year, including Non-Backlog budgets and Plug Project budgets. The said Non-Backlog budgets and Plug Project budgets are included once the Calc Plug process has been run. The report contains three grids:
Pool Cost grid — Contains budget summary lines by major cost element, with detail by Project within each major cost element. Columns include YTD Cost, % of Base, and cost for each accounting period in the fiscal year.
Pool Cost grid initially displays summary budgeted cost lines by major cost element. Each major cost summary line expands to display detail budget by Project.
Pool Base grid — contains budget summary lines by major base element, with detail by Project within each major cost element. Columns include YTD Base amount, % of Base, and the base amount for each accounting period in the fiscal year.
Pool Base grid initially displays summary budgeted base lines by major cost element. Each major cost summary line expands to display detail budget by Project.
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.