Import Pools to Burden Templates

Use this screen to create a burden template that is used to bring existing cost pools from Projects into Costpoint Advanced Project Budgeting.

Warning: If you are using this screen in Costpoint Planning, click this link to access specific help information for using Import Pools to Burden Templates in Planning.

Use this screen when initializing Advanced Project Budgeting or any time before you revise your workplan budget.

You must run the Build Budget Composite Rates screen after you have imported the pool templates.

Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.