Costpoint Online Help

Pool Amounts Subtask

Use this subtask to enter or review the burden and COM amounts related to the transactions in the Prior Year Costs table window.

If you are initializing Cobra programs, enter the burden and COM by pool number in the table window. The Update Prior Year History automatically updates this table window with data from the CB_BURD_SUM table.

Warning: Do not use the Update Prior Year History screen for a fiscal year that does not exist in the CB_SUM table. The process will overwrite all the data in this screen for that fiscal year. If you have manually input data in this screen for a fiscal year and you use the Update Prior Year History screen, all the data that was manually input in this screen will be erased.

Contents

You must enter the burden and COM amounts in this table for a Cobra program before you can extract inception-to-date actual costs.

Field Description
Fiscal Year

This field displays the fiscal year you specified in the Identification block.

Period

This field displays the period you specified in the Identification block.

Subperiod

This field displays the subperiod you specified in the Identification block.

Project

This field displays the project ID you specified in the Identification block.

Project Name

This field displays the descriptive name for this Project.

Organization

This field displays the organization ID you specified in the Identification block.

Organization Name

This field displays the descriptive name for this Organization.

Rate Type

This field displays the rate type indicated in the Identification block.

Account

This field displays the account ID you specified in the Prior Year Costs table window.

Account Name

This field displays the descriptive name for this Account.

Table Window

Use this table window to enter the burden and COM amounts associated with the selected transaction in the Prior Year Costs table window.

The fields in this table window are automatically updated when you run the Update Prior Year History process. You must not edit any of the information in this table if the data was inserted by the Update Prior Year History process.

Field Description
Pool

Enter, or click binoculars.gif to select, the pool number that burdened this transaction.

Pool Name

This field displays the descriptive name for this Pool.

Burden Incurred Amount

Enter the amount of the burden calculated for this pool. The total for all rows in this column displays in the Burden Amount field in the Prior Year Costs table window.

COM Incurred Amount

Enter the amount of the COM calculated for this pool. The total for all rows in this column displays in the COM Amount field in the Prior Year Costs table window.