Costpoint Online Help

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Pool Rates Subtask

Use this subtask to post and maintain indirect rates for non-service center pools.

You can maintain both the current period and year-to-date rates for each pool in allocation group 1 for each fiscal year and period. To include Cost of Money (COM) for a parent level project and its lower levels: 

Select the Apply Cost of Money Rates check box for the parent level project on the Basic Info tab of the Manage Project User Flow.

Do NOT select the Allow Edit check box for the parent level project on the Basic Info tab of the Manage Project User Flow.

Use this subtask to initialize target, provisional and cost of money rates for each cost pool (no maintenance of pool rates is required for service centers). Actual rates are posted to this screen as part of the Compute/Print Pool Rates screen; however, you can change those rates here. Additional maintenance of the target, provisional, and cost of money rates is required only to make modifications. Actual rates are usually system-calculated but can be user-maintained. Target, billing, or cost of money rates are user-maintained.

Contents

Field Description
Group

This non-editable field displays the allocation group number from the main screen.

Pool

This non-editable field displays the pool number from the main screen. The adjacent field displays the pool name.

Fiscal Year

This non-editable field displays the fiscal year from the main screen. You can modify the data for a given cost pool each fiscal year.

Table Window

Note: If you selected the Hours option as your Basis Type on the main screen, rates display in dollars, rather than percentages.
Field Description
Period

Enter, or click to select, the fiscal period for this pool rate row.

Pd Act

Enter the actual period rate for the selected period of the Fiscal Year. The Compute/Print Pool Rates screen uses this rate if the Apply Burdening Based On is Current Period Rates on the Corporate Settings subtask of the Configure Project Settings screen. You can modify any of the calculated actual rates in this screen, but they do not match the rate shown on the Statement of Indirect Expenses for the period. These rates are used in revenue calculation.

YTD Act

Enter the actual year-to-date rate for the selected period of the Fiscal Year. The Compute/Print Pool Rates screen uses this rate if the Apply Burdening Based On is Year to Date Rates on the Corporate Settings subtask of the Configure Project Settings screen. You can modify any of the calculated actual rates in this screen, but they do not match the rate shown on the Statement of Indirect Expenses for the period. These rates are used in revenue calculation.

Pd Tgt

Enter the target period rate for the selected period for the Fiscal Year. The Compute Burden Costs screen uses this rate if the Apply Burdening Based On is Current Period Rates on the Corporate Settings subtask of the Configure Project Settings screen. These rates are used in revenue calculation.

YTD Tgt

Enter the target year-to-date rates for each period of the Fiscal Year. The Compute Burden Costs screen uses this rate if the Apply Burdening Based On is Year to Date Rates on the Corporate Settings subtask of the Configure Project Settings screen. These rates are used in revenue calculation.

Pd Prov

Enter the current period billing rates for each period of the Fiscal Year. These are the approved provisional rates for the pool and are always user-entered. Costpoint Billing uses these rates to calculate billable indirect costs on the bills if Apply Burdening Based On is Current Period Rates on the Corporate Settings subtask of the Configure Project Settings screen.

YTD Prov

Enter the year-to-date billing rates for each period of the Fiscal Year. These are the approved provisional rates for the pool and are always user-entered. Costpoint Billing uses these rates to calculate billable indirect costs on the bills if the Apply Burdening Based On is Year to Date Rates on the Corporate Settings subtask of the Configure Project Settings screen.

Pd COM

Enter the current period COM or Cost of Capital rate for each period of the Fiscal Year. These rates represent the most recent Treasury Department rates that are applied to the costs of certain projects. Their application is determined by the Apply Cost of Money Rates check box on the Basic Info tab of the Manage Project User Flow. The COM rate is user-entered and affects both revenue and billing computations. This rate are applied if Apply Burdening Based On is Current Period Rates on the Corporate Settings subtask of the Configure Project Settings screen.

YTD COM

Enter the year-to-date COM or Cost of Capital rate for each period of the fiscal year selected. These rates represent the most recent Treasury Department rates to apply to the costs of certain projects. Their application is determined by the Apply Cost of Money Rates check box on the Basic Info tab of the Manage Project User Flow. The COM rate is user-entered and affects both revenue and billing computations. This rate applies if Apply Burdening Based On is Year to Date Rates on the Corporate Settings subtask of the Configure Project Settings screen.