Use this screen to create and maintain indirect burdens or overhead allocations to be used with both baseline and workplan budgets.
Each project budget must have an assigned burden template; the baseline and workplan budget for the same project can have different burden templates. Assign burden templates to the budgets in the Project Budget Information subtask of the Maintain Project Budgets and ETC screen (Projects » Advanced Project Budgeting » Project Budget and ETC Master). (To open the subtask, click the INFO button.)
You can change templates even after they are linked to a project budget. After editing the template, use the Build Budget Composite Rates screen (Projects » Advanced Project Budgeting » Controls) to rebuild project data tables. You can override the composite burden rate within each project budget subtask on an individual row. If you change the Composite Rate on a row in the Direct subtask or the Labor subtask of the Maintain Project Budgets and ETC screen (Projects » Advanced Project Budgeting » Project Budget and ETC Master), the total in the Indirect subtask will not match the total of all the burden amounts in the Direct or the Labor subtasks.
Use this screen when initializing Costpoint Advanced Project Budgeting or when you need to add a new burden template before creating a new project budget.
Enter up to 10 alphanumeric characters to identify the burden template that you are creating.
Enter up to 25 alphanumeric characters to describe the burden template.
To start a new line, click the New Line icon on the toolbar.
Enter, or use 
to select, the fiscal year for this burden
template row. Eligible selections include both closed and open fiscal
years. Because each burden template can have rows with different fiscal
years, budget templates can cross fiscal years. Each combination of fiscal
year and pool must be unique to the template. Once you save this screen,
you cannot change this column; however, you can delete the row and replace
it with the same data but with a different fiscal year.
Enter, or use to select, the pool number for this burden
template row. Each combination of fiscal year and pool must be unique
to the template. You can create the pool number of up to six characters
here or use a pre-existing pool number created in the Cost Pools screen
(Projects » Cost and Revenue Processing
» Cost Pool Setup). Once you save this screen, you cannot change
this column; however, you can delete the row and replace it with the same
data but with a different pool number.
Enter up to nine digits as the processing sequence for this cost pool template. This number determines the order in which the cost pools are processed. If more than one row has the same processing sequence number, the topmost row in the table is processed first. Once you save this screen, you cannot change this column; however, you can delete the row and replace it with the same data but with a different sequence number.
If you used to obtain the Pool
number, this column will default the corresponding pool description. If
you are creating the pool number for this row, enter up to 25 alphanumeric
characters to describe the pool. Once you save this screen, you can change
this column.
Enter the cost pool budgeted rate. The system uses this rate to burden project budget amounts. If you budget to the same account/organization combinations that are in the pool base, the corresponding individual pool rate, or the composite pool rate, will default into your project budget. Once you save this screen, you can change this column. No rates will default into this screen from the Pool Rates subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup).
This column displays the rate format. For cost-based pools, % displays, and Amt/Hr displays for hours-based pools.
Enter the Cost of Money (COM) percentage rate, if any, for this cost pool. The system multiplies this rate by the budget amounts entered for the accounts and organizations selected in the Pool Base subtask. If this cost pool has no cost of money rate, enter 0 in this field. Once you save this screen, you can change this column.
This column displays the rate format. For cost-based pools, % displays, and Amt/Hr displays for hours-based pools.
Highlight a burden template in this screen and click this button to access the Pool Base subtask, where you can select the accounts and organizations to be applied with the budgeting criteria.
Changes to this screen update the following tables:
BURD_TEMP
BURD_TEMP_BASE