Previous Topic: Add Rows to the Burdening Level Escalation Table

Next Topic: Time Vary Burdening Levels

Edit Burdening Levels

Follow these steps:

  1. Open the burdening level.

    The escalations properties page appears.

  2. Click General.

    The properties page appears.

  3. Edit the following fields:
    Level

    Displays the level number.

    Burdening Class

    Defines the burdening class associated with the level. Select a burdening class. Required when creating a burdening class. Display only after the level is created.

    Role(s)

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

    Rate Type

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

    Values:

    • Percentage. Defines the burdening as a percentage, which is calculated using the rate matrix 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 defined currency based on the following compound formula:
      Burden Value = Burden 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 select flat amount as the rate type.

    Percentage

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

    Applied At Level

    Required. Defines the lower level rate to which the burdening rate is applied. When the level is set to zero (0), the direct cost is applied.

    Burdening Formula

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

  4. Save the changes.