Contents of the Apply Indirect Costs To-Budgets Screen
Use the fields and options to configure the Apply Indirect Costs to Budgets screen.
Identification
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. 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. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
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.
Selection Ranges
Proj
Select the range of projects you want to update.
| Field | Description |
|---|---|
| Option |
Select the range of projects you want to update. The available options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the starting value for the range you want to include. If you select
Accounting Period
Fiscal Year/Period
| Field | Description |
|---|---|
| Option |
This field always displays One. |
| Fiscal Year, Period |
Enter, or click
|
| Subperiod |
Select the range of subperiods you want to update. |
| Option |
Select the range of subperiods you want to update. The available options are:
|
| Starting and Ending Subperiod |
Depending on your Option selection, one or both of these fields may be inactive. Enter the starting and/or ending subperiod(s) for which you want to update project information. The period starting and ending dates display in the fields to the right. |
Options
Rate Type
Use this group box to select either actual or target rates to update your budgets. These rates are taken from the Pool Rates subtask of the Manage Cost Pools screen.
| Field | Description |
|---|---|
| Target |
Select this option to update project budgets with target rates. Make sure that the target rates for the period you are updating have been entered on the Pool Rates subtask of the Manage Cost Pools screen. |
| Actual |
Select this option to update project budgets with actual rates. Make sure that the actual rates for the period you are updating have been calculated and are on the Pool Rates subtask of the Manage Cost Pools screen. |
| Process |
After you have made your selections, click
|
to start updating budgeted indirect costs with costs based on computed pool rates.