Build Rate Application Table

Use this screen to control the process that builds the allocation application table. The system creates the allocation application table from the information entered in the Cost Pools screen (Projects\Maintain\Allocations); the table is used to allocate indirect costs to projects. It contains all base accounts and the pool (or pools) to which they are related. You should check the Rebuild of Rate Application Table Required checkbox in Allocation Groups screen (Projects\Configure\Allocations) each month before your period end processing to evaluate whether you need to run this screen.

When should I use this screen?

You should run this process after the initializing the Cost Pools screen (Projects\Maintain\Allocations) and before running the Compute Burden Cost screen (Projects\Process\Project).

If any one of the conditions occurs, the Rebuild of Rate Application Table Required checkbox in the Allocation Groups screen (Projects\Configure\Allocations) is automatically selected, and the Compute Burden Cost screen (Projects\Process\Project) will not run until you execute this process (Build Rate Application Table).

Field Descriptions

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this block to select a range of allocations groups and fiscal years for which you want to build allocation tables.

This non-editable field displays the "One" option. You can only run this process for one allocation group at a time.

Enter, or use Lookup to select, the allocation group for which you want to build the allocation application table.

The non-editable field to the right displays the allocation group description.

This non-editable field displays the "One" option. You can only run this process for one fiscal year at a time.

Enter, or use Lookup to select, the fiscal year of the pools for which you want to build the allocation application tables.

Pools

Use this fields in this table window to view the pools, sequence numbers, and descriptions for the allocations groups and fiscal years that have been selected for processing.

This non-editable field displays all of the sequence numbers that have been set up for this allocation group and fiscal year.

This non-editable field displays all of the pool numbers, in sequence number order, that have been set up for this allocation group and fiscal year.