INDIRECT

Use this subtask to view the indirect expenses by pool number for this project, organization, and account. You can enter information into this screen manually or have the system update it for you. If you want the system to perform the update, you must first enter data into the Project Budgets by Period screen (Projects » Budgeting and ETC » Period Budgets) for this project. You must then use the Apply Indirect Costs to Budgets utility screen (Projects » Budgeting and ETC » Period Budgets), which updates the Indirect subtask of the Project Budgets By Period screen. You can then update the Project Total Budget screen by using the Update Project Total Budget screen (Projects » Budgeting and ETC » Period Budgets).

If you use the Update Project Total Budget screen (Projects » Budgeting and ETC » Period Budgets), the system will insert the pool rate from the designated period into the Budget % column and the computed budgeted burden amount into the Amount column. If the rate is a "composite rate," other pools are included in the base, and you cannot arrive at the burden amount by multiplying the base amount, from the main screen, times the pool rate. In other words, the system computes the budgeted burden amount per your pool configuration in the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup). For this reason, if you manually update this subtask, you must enter the pool rate and the burden and cost of money amounts.

Project

This non-editable field displays the project number and project description from the main screen.

Organization

These non-editable fields display the organization and organization description from the main screen.

Account

These non-editable fields display the account number and account description from the main screen.

Indirect

The data in this table will be summarized and displayed on the main screen.

Fiscal Year

If you are manually updating this subtask, enter a fiscal year for the indirect pool. If you are updating this subtask with the system utilities, the pool numbers will be inserted per your pool configuration.

Pool No

If you are manually updating this subtask, enter a pool number or use to view and select a pool for this fiscal year, organization, and account. If you are updating this subtask with the system utilities, the pool numbers will be inserted per your pool configuration.

Pool Name

The pool name will default into this field when you enter the Pool No.

Budget %

If you are manually updating this subtask, enter a budget percent (pool rate). If you are updating this subtask with the system utilities, the budget percentages will be inserted per the pool rates screen.

Amount

If you are manually updating this subtask, enter an amount. If you are updating this subtask with the system utilities, the amount will be computed and inserted per your pool configuration.

Fee %

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 system utilities, the percentage will be inserted if you have entered a Fee % for the base account in the Project Budgets by Period screen (Projects » Budgeting and ETC » Period Budgets).

Fee Amount

Costpoint calculates the Fee Amount 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 system utilities, the amount will be inserted if you have entered a Fee % for the base account in the Project Budgets by Period screen (Projects » Budgeting and ETC » Period Budgets).

Cost of Money

If you are manually updating this subtask, enter a cost of money amount. If you are updating this subtask with the system utilities, the amount will be computed and inserted per your pool configuration.