Use the Burden Schedules window to define firm and provisional burden schedules. When you create a schedule, you associate a burden structure to the schedule. You can create an unlimited number of schedules; for example, you may define unique schedules for the different purposes of internal costing, revenue, and invoicing.
For Single Business Group Access, you must set up and compile burden schedules for each business group. The schedule name must be unique within each business group. For Cross Business Group Access, you can share burden schedules across business groups. The schedule name must be unique across the system.
Burden schedules are shared among operating units defined by the burdening hierarchy. If organization burden multipliers are not explicitly defined in the Define Burden Schedule window, they will default from the next higher level organization in the hierarchy.
You assign burden schedules to project types, projects, or tasks; project type assignments provide default schedules to a project. Whenever special multipliers are negotiated for a project, you can create project or task burden schedule overrides with the negotiated burden multipliers.
Define business groups.
Define burden schedule hierarchy.
Define Implementation Options.
Define burden structures.
To define a burden schedule:
In the Burden Schedules window, enter the name and description of the burden schedule you are defining.
Enter the default burden structure for this schedule, which is automatically used whenever you create a new revision. You can see the structure of a particular revision when you review revision details. You can change the default structure of the schedule at any time. Oracle Projects uses the new default structure for any new revisions that you create. You can update the default structure to create revisions that use a different burden structure for a given burden schedule.
Choose the burdening hierarchy for this schedule.
The burden hierarchy you enter for the burden schedule is the default hierarchy for the latest version. The burden hierarchy information is displayed in the Burden Schedule Version Details window and can be overridden at this level.
Choose the Type of schedule, either Firm or Provisional.
In the Versions region, define revisions. You may have many different revisions of a particular schedule; for example, you may have a schedule revision for each quarter in your fiscal year. You also create schedule revisions when you want to use a new burden structure, enter new burden multipliers, or apply actual rates to provisional multipliers.
You can set the burden schedule version start date and end date to be any calendar date. The start date and end date need not be associated with the general ledger period.
Whenever you create a new schedule revision, Oracle Projects automatically closes the previous open revision. The end date defaults to the date preceding the start date of the new revision.
Enable the Hold check box if you want to hold this schedule revision from compiling.
Choose the Details button to review the details of a particular revision.
Choose Actual if you want to apply actual multipliers to provisional revisions. See: Applying Actuals.
In the Multipliers region, enter multipliers for a schedule revision. You also use this region to compile burden multipliers.
Choose Copy to copy multipliers from one schedule revision to a new revision. See: Copying Multipliers.
Save your work.
After you have completed entry of all multipliers, choose Compile to compile new multipliers. When you compile a schedule, Oracle Projects automatically submits the Compile Rate Schedule Revision process. You can also use the Compile All Burden Schedule Revisions process to compile multiple schedules at one time.
If you have a responsibility with the Project Burden Schedule Copy function associated to it, you can copy multipliers across schedules and schedule revisions. Otherwise, you can only copy multipliers between revisions that use the same burden structure.
Note: You must create and save the Copy To revision before you can copy multipliers to the new revision.
Fremont defines the following three burden schedules:
Labor Burden Only: Initially, provisional multipliers are used in the billing schedule. As better estimates are available, Fremont defines new revisions of burden schedules.
The Labor Burden Only schedule is the standard schedule for labor costing on specific indirect projects. This schedule is based on firm multipliers, and consists of two revisions, one for 1993, and one for 1994.
Internal Costing: This is the standard schedule for internal costing of contract and capital projects. This schedule is based on firm multipliers, and consists of one revision.
Note: Fremont defines the labor burden and internal costing schedules with firm multipliers, because the multipliers should not change for the year. Provisional multipliers are ultimately replaced by actual multipliers.
Cost Plus Billing: This standard schedule for billing is based on provisional multipliers, and consists of two schedule revisions: one for each half of the calendar year. Burden costs for Overhead are higher for the Administration group and lower for other divisions of Fremont Corporation.
The attributes of the burden schedules are shown in the following table:
| Burden Schedule Name | Description | Structure | Type |
|---|---|---|---|
| Labor Burden Only | Burden schedule for labor costing | Labor Only | Firm |
| Internal Costing | Burden schedule for internal costing | CP Buildup | Firm |
| Cost Plus Billing | Burden schedule for billing | CP Buildup | Provisional |
The following table shows the Labor Burden Only schedule revisions:
| Revision Name | Start Date | End Date |
|---|---|---|
| 1993 Multipliers | 01-JAN-1993 | 31-DEC-1993 |
| 1994 Multipliers | 01-JAN-1994 | 31-DEC-1994 |
| 1995 Multipliers | 01-JAN-1995 | (no end date) |
The following table shows the multipliers for the Labor Burden Only schedule revisions:
| Revision Name | Multipliers: Organization | Burden Cost Code | Multiplier |
|---|---|---|---|
| 1993 Multipliers | Fremont Corporation | Overhead | 1.20 |
| 1994 Multipliers | Fremont Corporation | Overhead | 1.25 |
| 1995 Multipliers | Fremont Corporation | Overhead | 1.5 |
The Internal Costing schedule has one revision, with the following attributes:
Revision Name: Revision 1
Start Date: 01-JAN-1993
The following table shows the multipliers for Revision 1 of the Internal Costing schedule revision:
| Organization | Burden Cost Code | Multiplier |
|---|---|---|
| Fremont Corporation | Overhead | 0.95 |
| Fremont Corporation | G&A | 0.15 |
| Fremont Corporation | Fringe | 0.30 |
| Fremont Corporation | Materials Handling | 0.08 |
The following table shows the Cost Plus Billing schedule revisions:
| Revision Name | Start Date | End Date |
|---|---|---|
| 1993-1 Prov Multipliers | 28-DEC 1992 | 27-JUN-1993 |
| 1993-2 Prov Multipliers | 28-JUN-1993 | 26-DEC-1993 |
| 1994 Prov Multipliers | 27-DEC-1993 | (no end date) |
The following table shows the multipliers for the Cost Plus Billing schedule 1993-1 Prov Multipliers revision:
| Organization | Burden Cost Code | Multiplier |
|---|---|---|
| Fremont Corporation | Overhead | 1.02 |
| Fremont Corporation | G&A | 0.15 |
| Fremont Corporation | Fringe | 0.35 |
| Fremont Corporation | Materials Handling | 0.05 |
| Administration | Overhead | 1.10 |
The following table shows the multipliers for the Cost Plus Billing schedule 1993-2 Prov Multipliers revision:
| Organization | Burden Cost Code | Multiplier |
|---|---|---|
| Fremont Corporation | Overhead | 1.10 |
| Fremont Corporation | G&A | 0.15 |
| Fremont Corporation | Fringe | 0.35 |
| Fremont Corporation | Materials Handling | 0.05 |
| Administration | Overhead | 1.10 |
The following table shows the multipliers for the Cost Plus Billing schedule 1994 Prov Multipliers revision:
| Organization | Burden Cost Code | Multiplier |
|---|---|---|
| Fremont Corporation | Overhead | 1.00 |
| Fremont Corporation | G&A | 0.16 |
| Fremont Corporation | Fringe | 0.30 |
| Fremont Corporation | Materials Handling | 0.05 |
| Administration | Overhead | 1.05 |
| Fremont Engineering | Overhead | 0.95 |
| Fremont Services | Overhead | 0.90 |
| Fremont Construction | Overhead | 0.80 |
| Fremont Construction | Materials Handling | .015 |
You apply actuals by creating an actual schedule revision which replaces one or more provisional revisions. When you apply actual multipliers, the multipliers are applied retroactively to all transactions that were processed using the provisional revision being replaced. After you apply actual multipliers, you must process existing items to recalculate cost, revenue, or invoice amounts.
In the Burden Schedules window, review the provisional schedule revisions that you want to replace with actual multipliers. Enter an End Date for any open provisional revisions if they do not already have an End Date.
Choose the Actual button to navigate to the Apply Actuals window.
Create an actual revision by entering a revision name in the Actual Revisions field.
Select the specific provisional revisions that you want to replace with the actual revision.
The effective dates of the actual revision defaults from the earliest provisional revision and the latest provisional revision respectively.
Choose OK to return to the Burden Schedules window. Notice that Oracle Projects creates a new revision for the actual revision you specified.
Enter actual burden multipliers in the Multipliers region. When you are finished entering actual multipliers, save your changes.
Remove the hold placed on the actual revision.
Save your work.
Choose the Compile button to complete the task.
You can correct burden multipliers within a schedule revision, or you can create new schedule revisions to correct multipliers. After you create a burden schedule revision, or update your current schedule, you need to compile the multipliers.
Note: If you change any of the attributes of the burden hierarchy for a burden schedule version, you must recompile the schedule.
If you need to correct a multiplier within a particular burden schedule revision, you just change the multiplier for the organization and burden cost code. You can correct multipliers for any schedule type.
Correct the burden schedule revision by changing multipliers, adding new multipliers, or deleting existing multipliers in the Multipliers region.
Choose Compile to compile the new multipliers for the revision.
When you compile the schedule revision, Oracle Projects marks all items that were processed using the burden schedule revision. You must reprocess these items by running the appropriate cost, revenue, and invoice processes.
If you do not want to apply corrected multipliers retroactively, but want the new multipliers to affect all expenditure items in the future, create a new schedule revision. You use start and end dates to indicate the time period of the revision.
Create a new revision (or copy it from existing revision). Based on the start date of new revision, the old revision is automatically closed with an end date as the date preceding the new revision start date.
Enter organizations and multipliers in the Multipliers region.
Choose Compile to compile the new schedule revision.
When you compile the schedule revision, Oracle Projects marks all items that were processed using the burden schedule and have an expenditure item date that falls in the new revision's date range. You must then reprocess these items by running the appropriate cost, revenue, and invoice processes.