You can assign burden schedules to project types, projects, and tasks. When you assign schedules to a project type, the schedules are the default schedules for projects and tasks that use the project type. Assigning burden schedules to project types allows you to implement company policies; for example, you can implement a policy that requires all projects of a particular project type to maintain the same multipliers for internal costing purposes.
You can change the default schedule for a project or task. You can also override default schedules at the project and task level by using burden schedule overrides. Burden schedule overrides generally reflect multipliers that have been negotiated specifically for a particular project or task.
Defining Burden Schedules for Project Types
You define default standard burden schedules for each project type.
These schedules default to each project defined with that project type.
You can override the default schedules at the project and task level.
Assigning Burden Schedules at the Project and Task Level
When you assign a project type to a new project, Oracle Projects automatically provides default burden schedules from the project type.
These schedules are also the default schedules for each top task added to the project, and schedules for a top task are the default schedules for lower level tasks. The schedules used for burdening and billing are those assigned to the lowest task.
Note: When you change the burden schedule assignment for a project that already has tasks set up, the schedules assigned to tasks that already exist do not automatically change. You may need to review schedules for the existing WBS to make sure they are correct.
Changing Default Burden Schedules
You can change the default burden schedules for a project or task.
If you change the burden schedule for a lowest level task that has items processed, then the items are not automatically marked for reprocessing. Only new items charged to the task will use the new burden schedule. You can mark the items for recalculation in the Expenditure Inquiry window. This will cause the items to be reprocessed using the new burden schedule assigned to the task.
Changing Cost Burden Schedule
You can override the cost burden schedule if the project type definition allows you to override the cost burden schedule, and the project is burdened.
Changing Revenue or Invoice Burden Schedule
You can change the revenue or invoice burden schedule within a schedule type at any time.
Changing the Type of Revenue or Invoice Burden Schedule Used
You can change the burden schedule type of any task or project at any time. You may change a task from a burden schedule type of Bill Rate to Burden, even after you have defined bill rate overrides. These bill rate overrides will not be used in processing. You can also define burden schedule overrides and then change your task to use a bill rate schedule. The burden schedule overrides will not be used.
Overriding Burden Schedules
You can define burden schedules at the project level to override the default burden schedules from the project type. You can also define burden schedules at the task level to override the default schedules
from the project and project type.
Defining Burden Schedule Overrides
You can define a schedule of negotiated burden multipliers for your projects and tasks which overrides the schedule that you assigned to the project and tasks. When you define burden schedule overrides, you cannot override just one multiplier for the standard schedule; you need to define an entire schedule for the project or task that overrides the standard burden schedule.
Defining burden schedule overrides is similar to defining burden schedules. You specify the revisions and the associated multipliers. The revisions are created as firm revisions. You cannot apply actuals to provisional multipliers with burden schedule overrides. You can select only burden structures that
are allowed for use in burden schedule overrides.
The burden schedule overrides that you define are created as burden schedules in Oracle Projects. You must compile schedule revisions as you do with standard burden schedules.
Attention: You do not define override multipliers by organization. The multipliers that you define are used for all items, regardless of the organization.
Assigning Burden Schedule Overrides
You can enter override burden schedules for a project or task in the Project, Templates window or the Tasks window. The burden schedule override option is available only if the project is burdened and the project type allows override of the cost schedule. You can also choose this option if the schedule
type for labor or non–labor is Burden, if you want to allow overrides of revenue and invoice schedules.
Adjusting Burden Schedule Overrides
You can correct, adjust, and create new revisions for your burden schedule override as you do for standard burden schedules.
Determining Which Burden Schedule to Use
The costing and revenue programs in Oracle Projects determine the effective burden schedule to use for burden cost calculations in the following order:
- Task–level burden schedule override
- Project–level burden schedule override
- Task standard burden schedule
Oracle Projects uses the first schedule it finds to process all items charged to that task.
Distribute Costs and Interface Supplier Invoices from Payables The Distribute Costs programs and the Interface Supplier Invoices from Payables program use the overrides and schedules to burden transactions charged to projects that are defined to be burdened for internal costing based on the project type definition. These programs calculate the burdened cost for all transactions on these projects.