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Contents of the Manage Cost Pools Screen

Use the fields and options to configure the Manage Cost Pools screen.

Contents

Field	Description
Allocation Group	Enter, or click to select, allocation group numbers that have been set up on the Manage Allocation Groups screen. Group 1 is the primary allocation group, in that all the pools in that group allocate to projects; however, you can select any valid allocation group. This is a required field. The adjacent field displays the description of the allocation group.
Fiscal Year	Enter, or click to select, fiscal years that have been set up in Costpoint General Ledger. You can choose any fiscal year, including years that have been closed. This is a required field. Pools are identified by pool number and fiscal year.
Sequence Number	Enter a number that corresponds to the sequence in which the pool is allocated. The sequence number is required on this screen, and you can modify it on the Manage Pool Processing Sequence Numbers screen. Example: Pools 1-4 in Sequence 1, Pools 5-10 in Sequence 2, and Pools 11-20 in Sequence 3. Sequence 1 pools are processed before Sequence 2 pools, and so forth. The assignment of the pool sequence numbers is important because some pools must allocate costs into others before Costpoint can calculate the proper rate.
Pool Number	Enter a six-digit number that identifies a specific pool within an allocation group and fiscal year. The pool can be an indirect cost pool, which allocates in accordance with a system-derived amount, or a service center, which allocates in accordance with either a system-derived amount or a user-supplied quantity. This is a required field.
Pool Name	Enter the name of the cost pool. This is a required field.
Abbreviated Name	Enter the abbreviation of the cost pool. This is a required field.

Subtasks

Subtask	Description
Pool Cost	Click this link to enter the Pool Cost subtask, where you can select the account/organization combinations that form the cost portion of the pool. Note that you can also use the Manage Cost Creation Setups screen, in combination with the Create Pool Links screen, to create many new account/organization cost combinations for pools.
Pool Base	Click this link to enter the Pool Base subtask, where you can choose the account/organization combinations that form the base, allocation, and variance portions of the pool. Variance account/organization selections made at this level override any default account/organization entries made on the Default Accounts subtask. Note that you can also use the Manage Base Creation Setups screen, in combination with the Create Pool Links screen, to create many new account/organization base combinations for pools.
Service Center	Click this link to open the Service Center subtask, where you can set up additional information relating to service center pools. It is available only when you select the Service Center check box.
Pool Rates	Click this link to enter the Pool Rates subtask where you can enter both current period and year to date rates for a given pool. You can enter actual, target, billing, and cost of money rates against any pool that is not a service center pool. Service center allocation rates are not stored on the rate table.

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Contents of the Manage Cost Pools Screen

Use the fields and options to configure the Manage Cost Pools screen.

Contents

Field	Description
Allocation Group	Enter, or click to select, allocation group numbers that have been set up on the Manage Allocation Groups screen. Group 1 is the primary allocation group, in that all the pools in that group allocate to projects; however, you can select any valid allocation group. This is a required field. The adjacent field displays the description of the allocation group.
Fiscal Year	Enter, or click to select, fiscal years that have been set up in Costpoint General Ledger. You can choose any fiscal year, including years that have been closed. This is a required field. Pools are identified by pool number and fiscal year.
Sequence Number	Enter a number that corresponds to the sequence in which the pool is allocated. The sequence number is required on this screen, and you can modify it on the Manage Pool Processing Sequence Numbers screen. Example: Pools 1-4 in Sequence 1, Pools 5-10 in Sequence 2, and Pools 11-20 in Sequence 3. Sequence 1 pools are processed before Sequence 2 pools, and so forth. The assignment of the pool sequence numbers is important because some pools must allocate costs into others before Costpoint can calculate the proper rate.
Pool Number	Enter a six-digit number that identifies a specific pool within an allocation group and fiscal year. The pool can be an indirect cost pool, which allocates in accordance with a system-derived amount, or a service center, which allocates in accordance with either a system-derived amount or a user-supplied quantity. This is a required field.
Pool Name	Enter the name of the cost pool. This is a required field.
Abbreviated Name	Enter the abbreviation of the cost pool. This is a required field.

Subtasks

Subtask	Description
Pool Cost	Click this link to enter the Pool Cost subtask, where you can select the account/organization combinations that form the cost portion of the pool. Note that you can also use the Manage Cost Creation Setups screen, in combination with the Create Pool Links screen, to create many new account/organization cost combinations for pools.
Pool Base	Click this link to enter the Pool Base subtask, where you can choose the account/organization combinations that form the base, allocation, and variance portions of the pool. Variance account/organization selections made at this level override any default account/organization entries made on the Default Accounts subtask. Note that you can also use the Manage Base Creation Setups screen, in combination with the Create Pool Links screen, to create many new account/organization base combinations for pools.
Service Center	Click this link to open the Service Center subtask, where you can set up additional information relating to service center pools. It is available only when you select the Service Center check box.
Pool Rates	Click this link to enter the Pool Rates subtask where you can enter both current period and year to date rates for a given pool. You can enter actual, target, billing, and cost of money rates against any pool that is not a service center pool. Service center allocation rates are not stored on the rate table.