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Associate Burdening Matrices with Projects

Associate a burdening matrix with a project to calculate its indirect cost. The project is required to associate directly with a control account work package, or associated through selected tasks. A work package actual and remaining costs are burdened based on the matrix associated with 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, first create the burdening matrices.

See the Project Management User Guide for more information.

See the CA Clarity Basics User Guide for more information.

Follow these steps:

1. Open Home, and from Portfolio Management, click Projects.

   The properties page appears.

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

   The properties page appears.

3. Open the Properties menu and click EVM Burdening.

   The list page appears.

4. Edit the following fields:
5. For the Labor, Material, Equipment, and Expenses resource types, enter the following burdening information:

   Burdening Matrix

   Defines the burdening matrix used to calculate the indirect cost amount of the transaction entry. Search for and add the burdening matrix to calculate project rates.

   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 time, typically weekly or monthly.
   • Fixed. The fixed rate that does not change over a defined period.

   Spot. The variable rate that changes over the course of a day.

6. Save the changes.

More information:

Time Vary Burdening Levels

Link Work Packages to Projects or Project Tasks