Costpoint Planning Series: Burden Templates
Course Details
Learn about the steps for how burden is calculated in Costpoint Planning.
Duration: 7m
Course Objectives
- Identify the process for Burden Template Functionality.
- Manage Burden Templates.
- Import a Pool to Burden Template.
This course was developed or updated:
- In the 8.2 version of the Costpoint product.
- With all domains/modules available and no limitations on their functionality.
Your system may have had a different implementation or may not have all areas that you see in this video. You can learn more about general aspects of the release versions in our learning path: What's New and Upgrades in Costpoint.
Subject Matter Experts
Lynda Porter
Costpoint SME and Instructor
Janet O'Brien
Product Director
Glossary
| Manage Burden Template | Use this screen to manually set up templates. |
| Import Pools to Burden Template | This application allows you to import Costpoint Pools to Burden Templates. |
| Shell form | ID and Description fields should only be filled in the screen. |
| Budget | Estimate of income and expenditure over a set period or project. |
| New Business Budgeting | Used for Planning potential work, such as Option Years or Proposals. |
| Estimate at Completion (EAC) | Used to re-forecast the budget as the project progresses, this is a current expectation of total cost at the end of a project. |
| Work Breakdown Structure (WBS) | A deliverable-oriented breakdown of a project into smaller components. |
| Alternate File Location | Used to manage files required for various processes, typically for import and export. This is a save location accessible within Costpoint. |
Resources
Click on the links below to view or download the files.
| Asset Initialization Checklist | This guide provides general procedures for setting up of records in the Asset Master without using a template or the Autocreation process. |
| Calculation of the Purchase Year To Date Depreciation | This guide provides the computation of the Purchase Year to Date Depreciation. |
| Lease Periods Computation | This guide provides details on how the Lease Periods are calculated. |
