Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Step 9

On the Manage Project Budgets by Period screen (PROJ_BUD_DIR, PROJ_BUD_IND, PROJ_BUD_FEE), you can enter budget information at the level (subperiod, period, year-to-date) that you want. Use the Spread, Fill, Move, and Escalate subtasks to facilitate the completion of this screen.

As with the Manage Project Total Budget screen, use the main screen to enter direct costs and their fees. Use the Indirect subtask to enter the burdens, cost of money, and the fees on the burdens. Note that when you enter the Budget %, you must manually enter the amount. Because virtually an endless number of pool configurations is possible, you cannot enter an indirect rate percentage and have Costpoint automatically calculate the indirect costs for a given direct cost amount. For this reason, we recommend that you use the Apply Indirect Costs to Budgets screen. This utility, which is available only with the Manage Project Budgets by Period screen, reviews your pool configuration to determine the proper amount of burden from each pool regardless of the configuration. The utility not only updates the Indirect subtask with the proper burden, including cost of money, but also applies the same fee percentage to the indirect costs that was applied to the direct costs on the main screen. This utility ensures that your burden configuration for budgets matches the burden configuration that you are using for your incurred costs.

You can view the entire Project/Organization Budget in summary on the Total Budget subtask of the Manage Project Total Budget screen. Use the Manual Fee Override group box in this subtask to override, either by percentage or amount, each row on the Manage Project Total Budget screen. In addition, you can increase the row of the main screen or the Manual Fee Override group box by using the Other or Additional Fee group box.