The Burden Rates function of the Lookup Tables section on the Datawarehouse tab of the Admin Page is available for Administrators to manage Burden Rates used in calculations within the Task Estimating module.


Administrators can add, edit and delete Burden Rates using this function.


Availability

Only users with the Portal Administrator, Task Estimating Administrator or Financials Administrator permission will have access to this function.


Navigation

Admin > Datawarehouse > Lookup Tables > Burden Rates


Burden Rate Maintenance Functions

The following functions are available when performing Burden Rate Maintenance



Properties of a Burden Rate

A Burden Rate contains the following editable properties:


  • Burden Rate Code
  • Effective Date
  • Burden Rate


The Burden Rate List

The Burden Rate List displays the Burden Rates that are defined for the iSite License.  The list will display the following information:


  • Burden Code
  • Burden Name
  • Effective Date
  • Burden Rate


How to Use the Burden Rate List

  1. Click on the Burden Code in the list of the Burden Rate you would like to edit.
  2. Click the Burden Code column header to sort records by Burden Code.
  3. Click the Burden Name column header to sort records by Burden Name.


Filtering the Burden Rate List

  1. To narrow the list results, enter a value in the Search box on the Toolbar then click the  icon or press the Enter key.
  2. Click the  icon in the Search box to remove the filter.


Adding a New Burden Rate

  1. Click the Add New Record button in the toolbar.
  2. Fill in the appropriate information in the Properties section of the page.
  3. Click the Save Record button to create the new record, click the Save and Add Another to create the new record and stay on the screen to add an additional record or click the Cancel button to abort the creation process.


Editing an Existing Burden Rate

  1. In the Burden Rate List, select the record to be edited by clicking the Burden Code.
  2. Fill in the appropriate information in the Properties section of the page.
  3. Click the Save Record button to update the record or click the Cancel button to abort the editing process.


Deleting Burden Rates

Deleting a Burden Rate is a permanent change and cannot be reversed.  Proceed with caution.


Deleting a Burden Rate

  1. In the Burden Rate List, select the record to be deleted by clicking the Burden Code.
  2. Click the Delete This Record... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


Deleting Multiple Burden Rates

  1. In the Burden Rate List, click the check box next to each record that you want to delete.
  2. Click the Delete Selected Records... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.

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