Use this screen to set an override fee percent on each of the indirect cost pools applicable to the project. The system uses this override fee percent in place of the percent entered on the Revenue Info screen when computing revenue and billings. This screen is available for all revenue and billing formulas.
You can set fee overrides at a higher level than the revenue or billing formula. For example, you can set up the fee override on travel for this project at the top level of the project, even if the revenue formula exists at a lower level. When overrides exist at multiple project levels, the system looks for the closest override at the same project level or higher in the project tree.
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Warning: You must add a new line for each fiscal year/pool combination for which the overrides are valid. Indirect cost pools are unique by fiscal year and, as a result, require a unique line in this table for each pool and fiscal year. Failure to add lines for new fiscal years will result in incorrect revenue and billing calculations. |
Use this screen after you have set up the project and the related revenue and billing formulas. You should enter any burden fee overrides before you compute revenue or calculate billings.
Additional maintenance of the table in this screen is required only when you begin a new fiscal year, or when a fee override changes, or a new override is needed.
Use the fields in this block to enter burden fee overrides.
Enter, or use Lookup to select, the fiscal year of the pools for which you want to enter overrides. Each fiscal year for which you want to enforce burden overrides must be entered in this table. This is a required field.
Pool *
Enter, or use Lookup to select, the pool number for which you want to enter burden fee overrides. All pool numbers entered must be valid for the Fiscal Year entered and must belong to allocation group "1." Pool numbers, and the related allocation group number and fiscal year, are entered in the Cost Pools screen (Projects\Maintain\Allocations). This is a required field.
This non-editable field displays the name of the selected pool.
Enter the fee override percentage that you want for this pool/fiscal year combination. Override percents can be positive, negative, or zero. An empty column indicates that there is no override to the fee percent entered in the Revenue Info screen.
Use this drop-down box to select a code that will determine whether the override percent applies to the Revenue, Billing, or Both computations. Available codes include the following: "Revenue," "Billing," and "All."
Any rows that display an Apply to (R/B/A) code will be saved. Rows that have a "0.00" Fee Percent entered and no Apply to (R/B/A) code will not be saved. To place an override on a particular account, you must enter values in both the Fee Percent and the Apply to (R/B/A) code fields.
* A red asterisk denotes a required field.
Changes to this screen update the OVRIDE_FEE_ON_BURD (Override Fee on Burden) table.
