Prior Year Pool Amounts Subtask

Use this subtask to enter indirect burden amounts incurred and allowed by pool and the related Cost of Money amounts incurred and allowed by pool for each account specified on the main screen.

You can enter data using either actual or target indirect rates; however, for a given fiscal year, data entered for ALL projects must use the same type of rates. The rate used is determined in the Fiscal Years table.

You can enter indirect burden amounts for any pool, provided that the pool number exists in the Pool table.

Use this subtask to enter prior fiscal year burden cost when you initialize Costpoint. You can use the fiscal year closing process, which includes running the Update Prior Year History screen, to maintain prior fiscal year information for projects after Costpoint is operational.

Contents

Field	Description
Fiscal Year	This field displays the fiscal year from the main screen.
Rate Type	This field displays the rate type from the Manage Fiscal Years screen. All projects use the same rate method (actual or target) depending on how the books were closed for that fiscal year. A display value of A represents actual rates and a display value of T represents targeted rates.
Project	This field displays the project from the main screen. The field to the right displays the project description.
Organization	This field displays the organization number from the main screen. The field to the right displays the organization description.
Account	This field displays the account number from the main screen.
Account Name	This field displays the account description.

Contents

Field	Description
Pool	Enter pool number against which the history is entered. All pool numbers selected must exist in the Pool table but are not required to exist for allocation group 1. This is a required field. is available. The unlabeled field to the right displays the pool name.
Currency	These fields display your company's functional currency and the project's billing currency. You can change the billing currency code on the Exchange Rates subtask. If your company's functional currency is the same as the billing currency, the amount you enter in the Functional column will also be displayed in the Billing column. If the functional and billing currencies are different and the billing amounts change, the functional amounts are updated based on the information entered on the Exchange Rates subtask.
Incurred Amount	Enter the indirect incurred amount for each pool. The incurred amounts entered for all pools belonging to the same account are added and displayed on the main screen in the Burden Amount Incurred column.
Allowed Amount	Amounts entered for all pools belonging to the same account are added and displayed on the main screen in the Burden Amount Allowed column. During data entry, the Incurred Amount defaults into the Allowed Amount column but can be overridden.
Discount Amount	This field displays the discount amount for each pool. This amount is taken from the PSR_PY_BURD_SUM table.
COM Incurred Amount	Enter the indirect COM incurred amount for each pool. The incurred amounts entered for all pools belonging to the same account are added and displayed on the main screen in the COM Burden Amount Incurred column.
COM Allowed Amount	Enter the indirect COM allowed amount for each pool. The allowed amounts entered for all pools belonging to the same account are added and displayed on the main screen in the COM Burden Amount Allowed column. The COM incurred amounts default into the COM Allowed Amount column but can be overridden.