to select, the source allocation group for the cost pool.This screen is used to create a burden template that is used to bring existing cost pools from the Project Domain into Costpoint Planning.
You can also use this screen when initializing Planning or any time before you revise your budget. Use the fields and options to configure the Import Pools to Burden Templates screen.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency in Costpoint Job Management. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process.
When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
This field is optional and used only if you want to use Job Management. Enter, or click Query to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
This field is optional. Enter, or click Query to select, a parameter description of up to 30 alphanumeric characters.
Enter the burden template ID, up to 10 characters.
Enter a description of the burden template, up to 25 characters.
Use these fields to select the allocation group, fiscal year, and period that you wish to use to set up your burden template. You can find this information on the Manage Cost Pools screen.
Option
This field always displays One.
Start
Enter, or click to select, the source allocation group for the cost pool.
Option
This field always displays One.
Start Fiscal Year
Enter, or click to select, the source fiscal year for the cost pool.
Start Period
Enter, or click to select, the source fiscal period for the cost pool.
Use these fields to select the fiscal years to which you would like to copy the information.
Option
Use this drop-down list to select the range of fiscal years that receive the cost pool. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Start
Enter, or click to select, the first fiscal year that receives the cost pool.
End
Enter, or click to select, the last fiscal year that receives the cost pool.
Use these fields to select the pools you would like to use for your burden template.
Option
Use this drop-down list to select the range of pools that are copied into the selected fiscal years. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
Start
Enter, or click to select, the first pool that is copied into the selected fiscal years.
End
Enter, or click to select, the last pool that is copied into the selected fiscal years.
Use this group box to select the type of rates that you would like to use in your templates. You can find the rates on the Pool Rates subtask of the Manage Cost Pools screen.
Select this option to copy none of the rates from the selected pools or allocation groups into the burden template. Select this option if you plan to use a predetermined budgeted rate.
Select this option to copy only the provisional pool rates into the burden template for the pool selected.
Select this option to copy only the actual pool rates for the fiscal year and period chosen.
Select this option to copy only the target pool rates for the fiscal year and period chosen.
Select this check box to overwrite the existing template on the Manage Burden Templates screen using your selections.