Costpoint Online Help

Burd Fee Ovrd Subtask

Use this subtask to set an override fee percent on each of the indirect cost pools applicable to the project.

Costpoint uses this override fee percent in place of the percent entered on the Revenue Details subtask when computing revenue and billings. This screen is available for all revenue and billing formulas.

You can set fee overrides at a higher level than the revenue or billing formula. For example, you can set up the fee override on travel for this project at the top level of the project, even if the revenue formula exists at a lower level. When overrides exist at multiple project levels, Costpoint looks for the closest override at the same project level or higher in the project tree.

Warning: You must add a new line for each fiscal year/pool combination for which the overrides are valid. Indirect cost pools are unique by fiscal year and as a result require a unique line in this table for each pool and fiscal year. Failure to add lines for new fiscal years results in incorrect revenue and billing calculations.

Use this subtask after you have set up the project and the related revenue and billing formulas. Enter any burden fee overrides before you compute revenue or calculate billings.

Additional maintenance of the table on this subtask is required only when you begin a new fiscal year, or when a fee override changes, or a new override is needed.

This subtask is also available as a standalone application: Manage Burden Fee Overrides.

Contents

Field Description
Fiscal Year

Enter, or click to select, the fiscal year of the pools for which you want to enter overrides.  Each fiscal year for which you want to enforce burden overrides must be entered in this table. This is a required field.

Pool

Enter, or click to select, the pool number for which you want to enter burden fee overrides. All pool numbers entered must be valid for the fiscal year and must belong to allocation group "1." Pool numbers, and the related allocation group number and fiscal year are entered on the Manage Cost Pools screen. This is a required field.

Pool Name

This non-editable field displays the name of the pool entered in the Pool field.

Fee Percent

Use this field to enter the fee override percent. Override percents can be positive, negative, or zero. An empty column indicates that there is no override to the fee percent entered on the Revenue Info screen.

Apply to R/B/A

Use this drop-down list to select the code that determines whether the override percent applies to the Revenue, Billing, or Both computations. Available options include:

  • Revenue
  • Billing
  • All

Any rows that display an Apply to R/B/A code are saved. Rows that have a "0.00" Fee Percent entered and no Apply to R/B/A code are not saved. To place an override on a particular account, you must enter both the Fee Percent and the Apply to R/B/A code.