COMPUTE COBRA BURDEN COSTS

Use this screen to calculate burden for Cobra Programs, copy current year history into Cobra tables, and update the current period setting in the Configure Cobra Interface Settings screen.

Cobra stores burdens such as overhead and G&A at a very low level — such as per cost account, budget element. The Compute Cobra Burden Costs process is similar in function to the Compute Burden Costs process in Costpoint which calculates burden at the project/organization/account. This process allocates burdens to the resource level for labor (GLC, Employee, Vendor, Vendor Employee, or PLC). 

The Manage Project Labor History screen (LAB_HS table) and the Project Ledger (PROJ-SUM) table are used to obtain the data to perform this calculation. 

This process creates the CB_SUM (Cobra Summary) and CB_BURD_SUM (Cobra Burden Summary) tables. They are similar in structure to the PROJ_SUM (Project Summary) and PROJ_BURD_SUM (Project Burden Summary) tables created by the Compute Burden Costs process.

Burden is computed only on projects that have been identified as Cobra Programs. You can identify a project as a Cobra Program by selecting the Cobra Program check box on the Basic Info tab of the Manage Project User Flow.

This process copies the current year labor and non-labor amounts as well as the prior year labor and non-labor amounts into the CB_SUM and CB_BURD_SUM tables by fiscal year, period, and subperiod. Prior year data for existing Cobra Programs must be manually entered on the Manage Prior Year Cobra Costs screen (PY-CB_SUM and PY_CB_BURD_SUM). You can select the Copy Prior Year History check box to instruct the Compute Cobra Burden Costs process to copy the prior year data into the Cobra tables. You need do this only the first time you compute Cobra burden costs or if the data in the Manage Prior Year Cobra Costs screen changes. 

This process also updates the Fiscal Year, Period, and Subperiod fields in the Current group box on the Configure Cobra Interface Settings screen with the fiscal year, period, and subperiod information entered on this screen. This is the method the Cobra uses to determine the current period.

You must execute the Compute Burden Costs process before you can run this process. The Compute Cobra Burden Costs process uses the non-labor direct and indirect amounts in the PROJ_SUM and PROJ_BURD_SUM table to copy data into the CB_SUM and CB_BURD_SUM tables. You must complete the Compute Cobra Burden Costs process before you attempt to extract actual costs from Costpoint.

Location

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 are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

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 in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in 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 in the screen, you can override the defaults.

Description

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

Selection Ranges

Projects

Use the fields in this group box to select the range of projects for which you want to compute Cobra burden cost. 

Option

Use this drop-down list to select the range of projects for which you want to compute Cobra burden. The available options are:

Only projects that have been identified as Cobra Programs can be included in this process. An error message displays if the range that is entered contains a project that is not a Cobra Program. Select the Cobra Program check box on the Basic Info tab of the Manage Project User Flow to identify the project as a Cobra Program.

Start

Use this field to enter a project if you have selected the One, Range, or To End options in the Option field. This field is unavailable if you have selected the All or From Beginning option in the Option field.

End

Use this field to enter a project if you have selected the Range, or From Beginning options in the Option field. This field is unavailable if you have selected the All or To End options in the Option field.

Accounting Period

Use this group box to enter the fiscal year, period, and subperiod through which you want to compute burden cost. You must execute the Compute Cobra Burden Costs process for each subperiod. This differs from the Compute Burden Costs process in which you can compute burden for all the subperiods within a given period.

Option

This field always displays One.

Fiscal Year

Enter, or click to select, a fiscal year for which you want to compute burden.

Period

Enter, or click to select, a period for which you want to compute burden.

Subperiod

Enter, or click to select, a subperiod for which you want to compute burden.

Ending Date

This field displays the subperiod ending date.

Options

Copy Prior Year History

Select this check box to copy data from the Manage Prior Year Cobra Costs screen into the CB_SUM and CB_BURD_SUM tables. These tables are used to store inception-to-date labor, non-labor, and burden cost at the resource level. You must select this check box only the first time you compute burden for a Cobra Program, when the prior year costs have changed, or when you are computing Cobra burden cost at the beginning of a new fiscal year.