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.

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.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

This field always displays One.

Enter, or click to select, fiscal years that have been set up on the Manage Fiscal Years screen. You can select any fiscal year that has a Status of O (Open). This is a required field.

Enter, or click to select, periods that have been set up on the Manage Accounting Periods screen. The drop-down list contains all periods that have a Status of O (Open). You can select any period. This is a required field.

This field automatically displays the lowest-numbered open subperiod from Costpoint General Ledger. However, you can click to select another subperiod. This is a required field.

This non-editable field displays the ending date of the selected subperiod.

This field always displays One.

Select an allocation group number. displays all allocation group numbers that have been set up on the Manage Allocation Groups screen. Group 1 is the primary allocation group because all the pools in that group allocate to projects. However, you can select any valid allocation group. This is a required field.

The non-editable field to the right displays the description of the allocation group.

Use this drop-down list to select a range of sequence numbers and pools. Valid options are:

• All
• One
• Range
• From Beginning
• To End

Use these fields to select the starting range for pool rate calculations. Service center pools can be included in the range. Example: From Seq 1 Pool 1 to Seq 4 Pool 10, or From Seq 3 Pool 5 To Seq 3 Pool 5. Pool ranges are often used when using intermediate pools for financial statement reclassification. These are required fields.

Use these fields to select the ending range for pool rate calculations. Service center pools can be included in the range. Example: From Seq 1 Pool 1 to Seq 4 Pool 10, or From Seq 3 Pool 5 To Seq 3 Pool 5. Pool ranges are often used when using intermediate pools for financial statement reclassification. These are required fields.

Enter the level of the account that you would like to print on the Statement of Indirect Expenses. If you enter 0, all accounts are displayed at the level of the charging occurred. This is the most detailed report. Enter "1" to view all costs summarized to level 1. Enter 2 to view all costs summarized to level 2. If you enter 2, any costs at level 1 are included on the report. Remember that, for the Statement of Indirect Expenses report to calculate the rate correctly, all costs are included even if they are at higher levels.

Enter the level of the organization that you would like to print on the Statement of Indirect Expenses. If you enter 0, all organizations are displayed at the level of the charging occurred. This is the most detailed report. Enter 1 to view all costs summarized to level 1. Enter 2 to view all costs summarized to level 2. If you enter 2, any costs at level 1 are included on the report. Remember that for the Statement of Indirect Expenses report to calculate the rate correctly, all costs are included even if they are at higher levels.

Select this check box to present the Statement of Indirect Expenses in thousands. The default value is blank.

Select this check box to present the Statement of Indirect Expenses with account numbers or account numbers and names for the base account section of the report. If names are included, they are printed above the account numbers. The default value is selected (print account names).

Select this check box to display the Variance amount column on the Statement of Indirect Expenses. Variance amount is calculated as Budget amount - Actual amount. You can display variance amounts in either the current period or year to date:

• Current Period: Select this option to display variance amounts in the current period. When you select this option, the Variance column is displayed under Current Period on the Statement of Indirect Expenses, together with the Actual and Budget columns.
• Year To Date: Select this option to display year-to-date variance amounts. When you select this option, the Variance column is displayed under Year To Date on the Statement of Indirect Expenses, together with the Actual and Budget columns.

Select this check box if you do not want the Compute/Print Pool Rates process to validate each project account by ensuring that the account exists in the project account group of the project.

Select this check box if you want the application to delete rows from the POOL_SIE_SUPPORT table if they do not belong to allocation group one.

Click the arrow to the right of and select one of the following options:

• Compute Pool Rates: Select this option to compute actual rates and allocation amounts for the pools in the range selected. For service center pools, the allocation amounts and amount to post are calculated and updated on the Maintain Allocation Journal screen. For non-service center pools, indirect rates are calculated and updated in this screen and allocation amounts and amount to post are updated on the Manage Allocation Journal screen.
• Compute & Print Pool Rates: Select this option to compute rates and amounts and to automatically print the Statement of Indirect Expenses after the computation is made.

Click to print actual rate and allocation amount information after computing. You can use this icon to reprint the Statement of Indirect Expenses any time after the rates have been computed. Costpoint stores the most recently computed rate calculations.