Use this subtask to enter indirect pool budgets against the Project, Organization, Rev, Fiscal Year, Account, Period and Subperiod selected on the main screen. You can access this subtask only when an account is highlighted in the main screen. You can update this screen manually or use the Apply Indirect Costs to Budgets utility screen (Projects » Budgeting and ETC » Period Budgets).
These non-editable fields display the project and project name from the main screen.
This non-editable field displays the revision number from the main screen.
These non-editable fields display the organization and organization description from the main screen.
This non-editable field displays the fiscal year from the main screen.
These non-editable fields display the account and account description from the selected line on the main screen.
These non-editable fields display the period and subperiod information from the main screen.
If you are manually updating this subtask, enter a pool number or use
to select a pool for this fiscal year, organization,
and account. If you are updating this subtask with the Apply Indirect
Costs to Budgets utility screen (Projects
» Budgeting and ETC » Period Budgets), the system will insert the
pool numbers per your pool configuration.
The pool name will default when you enter the Pool No.
If you are manually updating this subtask, enter a budget percent (pool rate). If you are updating this subtask with the Apply Indirect Costs to Budgets utility screen (Projects » Budgeting and ETC » Period Budgets), the system will insert the budget percentages per the Pool Rates subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup).
If you are manually updating this subtask, enter an amount. If you are updating this subtask with the Apply Indirect Costs to Budgets utility screen (Projects » Budgeting and ETC » Period Budgets), the system will insert the amount per your pool configuration.
If you are manually updating this subtask, enter a percentage. The system will apply this Fee % to the pool budget amount to derive the Fee Amount. If you are updating this subtask with the Apply Indirect Costs to Budgets utility screen (Projects » Budgeting and ETC » Period Budgets), the system will insert the percentage if you have entered a Fee % for the base account on the main screen.
The fee amount is calculated by multiplying the Fee % by the budgeted amount. If you are manually updating this subtask, and have entered a Fee %, the Fee Amount will be calculated. If you enter an amount in this field, the system will calculate the Fee %. If you are updating this subtask with the Apply Indirect Costs to Budgets utility screen (Projects » Budgeting and ETC » Period Budgets), the system will insert the amount if you have entered a Fee % for the base account on the main screen.
If you are manually updating this subtask, enter a cost of money amount. If you are updating this subtask with the Apply Indirect Costs to Budgets screen, the system will insert the amount per your pool configuration.
Changes to this screen update the following tables:
PROJ_BUD_IND
PROJ_BUD_FEE