Admin Setup - Cost Pool Groups

Overview

Cost Pool Groups are used to define the process for calculating actual indirect cost rates for a Legal Entity.  The results of the calculation process can optionally be used to post Cost Pool allocations to the general ledger and to update actual indirect cost rates for cost structures associated with the Cost Pool Group. 

Note: If Enable Multi-Entity Accounting is checked on Setup Multi-Entity page, then you can select multiple legal entities for the cost pool group. The legal entities selected must be associated on the Setup Multi-Entity Associations page already.

Roles

This screen is available to users having the Administrator or GL Admin role.

License

This screen is available with the Project Financials family of Unanet licenses.

Topics covered on this help page include:

• List

• Summary tab

• Cost Pools tab

• Edit Cost Pool

You may also be interested in:

• Cost Pool Calculation            (to invoke the calculations for a particular Legal Entity / Fiscal Period)

• Cost Pool Calculation List    (to post the results of previously calculated cost pool details)

• Cost Structure

• Indirect Cost Rate Report

• Statement of Indirect Rates Report

• Cost Pool Group Setup - Knowledge Center Topic (search for this topic in the Knowledge Center)

Cost Pool Groups - List

The screen presents a list of the existing Cost Pool Groups defined in your system.  Using this screen, you can add, edit or delete Cost Pool Groups.

Field Descriptions (click on a link below for additional information):

Cost Pool Groups - Summary tab

On this tab, you will provide the name, description and Legal Entity to which a particular group is to be associated.  Once you have defined any cost pool entries for the cost pool group, you can no longer change the Legal Entity.

Field Descriptions (click on a link below for additional information):

Cost Pool Groups - Cost Pools tab

Using this screen, you can manage the list of cost pools to be included in a particular Cost Pool Group.  Using the up and down arrow control, you can manage the order in which the specific cost pools will be calculated.

Field Descriptions (click on a link below for additional information):

Cost Pool Groups - Cost Pool Edit

Using this screen, you can manage the details of a cost pool within a particular Cost Pool Group.  The information supplied is later used to calculate and post indirect rates and cost pool allocations.  The allocations can be based on a specific percentage breakdown or calculated based on ratios of various amounts or hours posted to organization/account combinations.  

At least one Pool and one Base entry are required.

See the Cost Pool Calculation screen for more information about how this information is used in the calculation process.

Field Descriptions (click on a link below for additional information):