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


Administrators can add, edit and delete Burdens 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 > Burdens


Burden Maintenance Functions

The following functions are available when performing Burden Maintenance



Properties of a Burden

A Burden contains the following editable properties:


  • Burden Code
  • Burden Name


The Burden Code List

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


  • Burden Code
  • Burden Name


How to Use the Burden Code List

  1. Click on the Burden Code in the list of the Burden 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 Code 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

  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

  1. In the Burden Code 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 Burdens

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


Deleting a Burden

  1. In the Burden Code 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 Burdens

  1. In the Burden Code 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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