Use this screen to enter or review prior year incurred costs. You must initialize this screen for all Cobra Programs for which you want to perform inception-to-date calculations if you are initializing the system in the middle of a project. You can use the Update Prior Year History process to update this screen at the beginning of a new fiscal year as long as you have executed the Compute Cobra Burden Cost for all subperiods of the fiscal year you want to close.
You must initialize the data in this screen for all Cobra Programs for which you want to perform inception-to-date calculations before you transfer actual costs to Cobra.
Enter, or use the drop-down list to select, a fiscal year for the transaction you want to enter. This field will be non-editable if it is inserted into this table by the Update Prior Year History process in Costpoint Project Setup or once the record has been saved.
Enter, or use the drop-down list to select, a period for the transaction you want to enter. This field will be non-editable if it is inserted into this table by the Update Prior Year History process in Costpoint Project Setup or once the record has been saved.
Enter, or use the drop-down list to select, a subperiod for the transaction you want to enter. This field will be non-editable if it is inserted into this table by the Update Prior Year History process in Costpoint Project Setup or once the record has been saved.
This non-editable field displays the rate type (Target or Actual) that was used when the Update Prior Year History process was executed for the fiscal year. This rate type will be the same as the rate type displayed in the Fiscal Years screen in Costpoint General Ledger.
Enter, or use 
to select, the project number for this
transaction. You should enter the project number at the level of the project
where the data was originally charged. The system will validate that the
project is a Cobra Program using the top-level of this project. This field
will be non-editable if it is inserted into this table by the Update Prior
Year History process in Costpoint Project Setup or once the record has
been saved.
Enter, or use to select, an organization number for
this transaction. You should enter the organization at the level
that it was originally charged. This field will be non-editable if
it is inserted into this table by the Update Prior Year History process
in Costpoint Project Setup or once the record has been saved.
Use this table window to enter historical transactions for Cobra Programs. The data in this table will be used for inception-to-date calculations.
Enter, or use to select, an account number for this
transaction. This field will be non-editable if it is inserted into
this table by the Update Prior Year History process in Costpoint Project
Setup or once the record has been saved.
This non-editable field displays the account name of the account entered in the Account field.
Enter or use to select, an employee ID for the employee
that charged this transaction. Although this field is editable, you should
not change the value in this field if it was inserted into this table
by the Update Prior Year History process in Costpoint Project Setup. The
Update Prior Year History process updates this table with data from the
Cobra Summary (CB_SUM) and Cobra Burden Summary (CB_BURD_SUM) tables. The
data in the Cobra Summary and Cobra Burden Summary tables is derived from
original transaction data. There will be no audit trail available
for any changes made to data in this field.
This non-editable field displays the employee name of the employee entered in the Employee field.
Enter, or use to select, a vendor ID that was charged
on this transaction. Although this field is editable, you should
not change the value in this field if it was inserted into this table
by the Update Prior Year History process in Costpoint Project Setup. The
Update Prior Year History process updates this table with data from the
Cobra Summary (CB_SUM) and Cobra Burden Summary (CB_BURD_SUM) tables.
The data in the Cobra Summary and Cobra Burden Summary tables is derived
from original transaction data. There will be no audit trail available
for any changes made to data in this field.
This non-editable field displays the vendor name of the vendor that was entered in the Vendor field.
Enter, or use to select, a vendor employee ID for the
vendor employee that charged this transaction. Although this field is
editable, you should not change the value in this field if it was inserted
into this table by the Update Prior Year History process in Costpoint
Project Setup. The Update Prior Year History process updates this table
with data from the Cobra Summary (CB_SUM) and Cobra Burden Summary (CB_BURD_SUM)
tables. The data in the Cobra Summary and Cobra Burden Summary tables
is derived from original transaction data. There will be no audit trail
available for any changes made to data in this field.
This non-editable field displays the vendor employee name for the vendor employee entered in the Vendor Employee field.
Enter, or use to select, the PLC that was charged on
this transaction. Although this field is editable, you should not
change the value in this field if it was inserted into this table by the
Update Prior Year History process in Costpoint Project Setup. The Update
Prior Year History process updates this table with data from the Cobra
Summary (CB_SUM) and Cobra Burden Summary (CB_BURD_SUM) tables. The
data in the Cobra Summary and Cobra Burden Summary tables is derived from
original transaction data. There will be no audit trail available
for any changes made to data in this field.
Enter, or use to select, the GLC that was used on this
transaction. Although this field is editable, you should not change the
value in this field if it was inserted into this table by the Update Prior
Year History process in Costpoint Project Setup. The Update Prior Year
History process updates this table with data from the Cobra Summary (CB_SUM)
and Cobra Burden Summary (CB_BURD_SUM) tables. The data in the Cobra
Summary and Cobra Burden Summary tables is derived from original transaction
data. There will be no audit trail available for any changes made
to data in this field.
Enter the amount charged for this transaction. Although this field is editable, you should not change the value in this field if it was inserted into this table by the Update Prior Year History process in Costpoint Project Setup. The Update Prior Year History process updates this table with data from the Cobra Summary (CB_SUM) and Cobra Burden Summary (CB_BURD_SUM) tables. The data in the Cobra Summary and Cobra Burden Summary tables is derived from original transaction data. There will be no audit trail available for any changes made to data in this field.
Enter the direct hours for this transaction. Although this field is editable, you should not change the value in this field if it was inserted into this table by the Update Prior Year History process in Costpoint Project Setup. The Update Prior Year History process updates this table with data from the Cobra Summary (CB_SUM) and Cobra Burden Summary (CB_BURD_SUM) tables. The data in the Cobra Summary and Cobra Burden Summary tables is derived from original transaction data. There will be no audit trail available for any changes made to data in this field.
This non-editable field summarizes the total of the burden amounts in the Pool Amounts subtask. Enter burden information by pool in the subtask.
This non-editable field summarizes the COM amounts in the Pool Amounts subtask. Enter the COM by pool number in the subtask.
Use the Pool Amounts subtask to enter burden information by pool number.
Changes to this screen update the PY_CB_SUM (Prior Year Cobra Summary) and PY_CB_BURD_SUM (Prior Year Cobra Burden Summary) tables.