Burdening › Burdening Levels › Create Burdening Levels

Create Burdening Levels

You can create levels of burdening for a burdening matrix using the Create Burdening Level page. Burdening levels are auto numbered starting at level zero (0). Level 0 is the highest level in the matrix, and is equal to the direct cost. Level one (1) is the first level you can create. As you create additional burdening levels, they are incremented.

You can choose the level at which the rate is applied. By default, burdening level one's burdening rate is applied to the matrix's base rate. The base rate is the direct cost passed from the project by multiplying the resource’s units with the rate specified in the rate matrix. If you do not create and define additional burdening levels, the direct cost is applied to level zero (0). As you create additional levels, you can define at which level the rate is applied.

You can only add levels sequentially after the lowest level (most recently added level), and not between levels. You cannot sort the list of burdening levels.

To apply different burdening rates or rules to a role or group of roles, create burdening levels for each burdening class and rule combination. First specify the role or group, and then define the rates and rules you want to apply to that role or group.

To create a burdening level

1. Open the burdening matrix.

   The Burdening Matrix: General page appears.

2. Click the Levels tab.

   The Burdening Matrix: Levels page appears.

3. Click New.

   The Create Burdening Level page appears.

4. Complete the following fields:

   Level

   Defines the level number for this burdening level.

   Default: The next level in the series

   Burdening Class

   Defines the burdening class associated with this level. Click the Browse icon to choose the burdening class. Required when creating a burdening class. Display only after the level is created.

   Role(s)

   Required. Defines the resource role to which this burdening cost is applied. Click the Browse icon to choose the role. You can apply this burdening rate and rule to one or more resource roles.

   Rate Type

   Required. Defines the how the rate is applied for this burdening level.

   Values:

   • Percentage. Defines the burdening as a percentage, which is calculated using the rate matrix's defined currency based on the following formula:

     Burden Value = Burden value of referenced level * rate (%)
     

   • Flat Amount. Defines the burdening as an absolute amount, which is calculated using the rate matrix's defined currency based on the following compound formula:

     Burden Value = Accumulated burdened value of referenced level + flat amount
     

   Default: Percentage

   Flat Amount

   Defines the flat amount from which to calculate and apply to the burdening rate for this level. Complete this field if you selected flat amount as the rate type.

   Percentage

   Defines the percentage from which to calculate and apply to the burdening rate for this level. Complete this field if you selected percentage as the rate type.

   Applied At Level

   Required. Defines the lower level rate to which this burdening rate is applied. When you set the level to zero (0), the direct cost is applied. The applied at level number must be less then the burdening level number.

   Burdening Formula

   Required. Defines the burdening formula for this level. The burdening amount at each level's is calculated based on the burdening formula. A running total amount is calculated that accumulates the burdening from the matrix's burdening levels.

   Values:

   • Simple. The burdening is applied to the value of the level defined in the Applied At Level field.
   • Compound. The burdening is applied to the running total amount of the level defined in the Applied At Level field.

   Default: Simple

5. Submit your changes.

   The new burdening level is created and displays on the Burdening Matrix: Levels page.