Burdening › Associate Burdening Matrices with Projects

Associate Burdening Matrices with Projects

You can associate a burdening matrix to a project to calculate its indirect cost. The project must be directly associated to a control account's work package or associated via selected tasks. A work package's actual and remaining costs are burdened based on the matrix you associate to the project.

You can associate:

• The same burdening matrix to one or more projects.
• The same burdening matrix to all four resource types.
• Individual matrices to each resource type.

Important! Before you can associate a burdening matrix with a project resource type, you must first create the burdening matrices.

Note: See the Project Management User Guide for more information. on creating and managing projects.

Note: See the Common Features and Personal Options User Guide for more information. on editing data fields on list pages.

To associate a burdening matrix with a project

1. In CA Clarity PPM, select Projects from the Portfolio Management menu.

   The Project: Properties: Main - General page appears.

2. Click the name of the project you want to associate to a burdening matrix.

   The Project: Properties: Main - General page appears.

3. Select EVM Burdening from the content menu.

   The Project: Properties: Main - EVM Burdening list page appears.

4. Select Edit Mode from the Actions menu.

   The page's fields become editable.

5. For the Labor, Material, Equipment, and Expenses resource types, enter the following burdening information as needed:

   Burdening Matrix

   Defines the burdening matrix that is used to calculate the indirect cost amount of the transaction entry. Click the Browse icon to search for and add the burdening matrix from which project rates are calculated.

   Exchange Rate Type

   Displayed only when multiple currencies are available. Defines the exchange rate type that is used for transactions entered against the project. When the project is approved, you cannot modify the exchange rate type.

   Values:

   • Average. The blended derived rate over a period of time, usually weekly or monthly.
   • Fixed. The fixed rate that does not change over a defined period of time.
   • Spot. The variable rate that changes over the course of a day.

   Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

6. Click Save.

   The burdening matrices are associated to the project.

More information:

Delete Burdening Levels

Link Work Packages to Projects or Project Tasks