Costpoint Online Help

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Indirect Subtask

Use this subtask to enter indirect pool budgets against the Project, Organization, Rev, Fiscal Year, Account, Period, and Subperiod selected on the main screen.

You can access this subtask only when an account is highlighted in the main screen. You can update this screen manually or use the Apply Indirect Costs to Budgets utility.

Contents

Field Description
Pool Number

If you are manually updating this subtask, enter a pool number or click to select a pool for this fiscal year, organization, and account. If you are updating this subtask with the Apply Indirect Costs to Budgets utility, Costpoint inserts the pool numbers per your pool configuration.

Pool Name

The pool name defaults when you enter the Pool No.

Budget %

If you are manually updating this subtask, enter a budget percent (pool rate). If you are updating this subtask with the Apply Indirect Costs to Budgets utility, Costpoint inserts the budget percentages per the Pool Rates subtask of the Manage Cost Pools screen.

Amount

If you are manually updating this subtask, enter an amount. If you are updating this subtask with the Apply Indirect Costs to Budgets utility, Costpoint inserts the amount per your pool configuration.

Fee %

If you are manually updating this subtask, enter a percentage. Costpoint applies this Fee % to the pool budget amount to derive the Fee Amount. If you are updating this subtask with the Apply Indirect Costs to Budgets utility, Costpoint inserts the percentage if you have entered a Fee % for the base account on the main screen.

Fee Amount

The fee amount is calculated by multiplying the Fee % by the budgeted amount. If you are manually updating this subtask, and have entered a Fee %, the Fee Amount is calculated. If you enter an amount in this field, Costpoint calculates the Fee %. If you are updating this subtask with the Apply Indirect Costs to Budgets utility, Costpoint inserts the amount if you have entered a Fee % for the base account on the main screen.

Cost of Money

If you are manually updating this subtask, enter a cost of money amount. If you are updating this subtask with the Apply Indirect Costs to Budgets utility, Costpoint inserts the amount per your pool configuration.