Use this toolkit to compare your project burden summary table (PROJ_BURD_SUM) with your cost pool setup table (ALLOC_APPLIC) for a given fiscal year. If you have made changes to your cost pool bases, you must execute the Build Rate Application Table screen (Projects » Cost and Revenue Processing » Cost Pool Processing & Reporting) to update the ALLOC_APPLIC table. The ALLOC_APPLIC table directs how the Compute Burden Cost screen (Projects » Cost and Revenue Processing » Project Cost Processing) will allocate. When you run the Compute Burden Cost screen, PROJ_BURD_SUM is updated with the burden for the appropriate direct cost. If you have deleted any account/organization/pool combinations from your cost pool base (and ALLOC_APPLIC) that already exist in PROJ_BURD_SUM, year-to-date burden will still exist for projects using those combinations. Invalid combinations are displayed in the table window and written to the Z_PJPTOOL_ERRORS table, as well. This toolkit then inserts a row into PROJ_BURD_SUM, into the fiscal year/period/subperiod selected, that contains the reversed year-to-date burden for each unique project/organization/account/pool combination. Note that the period that is selected on this screen should be your current period and should have an Open status. After running this toolkit, execute the Compute Revenue screen (Projects » Cost and Revenue Processing » Revenue Processing) for all projects. This will capture the revenue for any burden that has been inserted by the toolkit.
Use this group box to select valid items to run the toolkit. The toolkit will insert the reversed rows in PROJ_BURD_SUM in the subperiod selected.
Enter, or use the drop-down list to select, a valid fiscal year for which to run this toolkit.
Enter, or use the drop-down list to select, a valid period for which to run this toolkit.
Enter, or use the drop-down list to select, a valid subperiod for which to run the toolkit.
This table window will display the invalid account/organization/pool combinations.
Click this button to start the toolkit.
Click this button to exit this screen without executing the toolkit.