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Defining Burden Structures

Prerequisites

   Define Expenditure Types. See: Expenditure Types.

   Define Cost Bases. See: Cost Bases and Cost Base Amount Types.

   Define Burden Cost Codes. See: Burden Cost Codes.

   To define a burden structure:

1. In the Burden Structures window, enter a unique name and description for the burden structure.

2. Select Additive if you want to apply each burden cost code assigned to a cost base using the same precedence when calculating burden costs. Additive schedules automatically provide a default value of 1 to each burden cost code in the structure. Select Precedence if you want to specify the order in which each burden cost code in a cost base should be applied to raw costs.

3. Select Allowed if users can use this burden structure when defining a burden schedule override for a project or task. Select Default if you want this burden structure to appear as the default structure for burden schedule overrides for projects and tasks. You can only select one default structure for burden schedule overrides.

4. Enter the names of the cost bases included in this burden structure. If you need to define additional cost bases, choose the Cost Bases button.

Suggestion: After you enter a cost base, we recommend that you enter all of the associated expenditure types and burden cost codes for the cost base before you enter the next cost base.

5. Enter the burden cost codes associated with a particular cost base. If you are using a precedence based structure, enter the precedence in which you want to apply each burden cost code to raw costs within the cost base. If you need to define a new burden cost code, choose the New Burden Cost Codes button.

6. Enter the expenditure types associated with a particular cost base. Expenditure types represent the types of raw costs within a cost base.

Each expenditure type can belong to only one cost base having a type of Burden Cost within each burden structure so that transactions of that expenditure type are not burdened more than once.

If you do not assign an expenditure type to a cost base, transactions using that expenditure type are not burdened. The burden cost for these transactions equals the raw cost of the transaction.

7. Save your work.

See Also

Copying Burden Structures

• Cost base assignments

• Burden cost codes

• Expenditure types

   To copy a burden structure:

1. In the Burden Structures window, review the copy from structure to ensure that it contains the information you want to copy to the new structure.

2. Clear the form and create the To structure containing header information only.

3. Save your work.

4. Choose the Copy Structure button. The To field automatically defaults to the current copy To structure.

5. Enter the name of the copy From structure.

6. Choose OK.