This non-editable field displays the total contract value for the selected project. This value comes from the Manage Modifications screen. This field changes as modifications or approved change orders are made for a project. If you did not select the Freeze Workplan Budget check box in the Save Function group box, the Contract Amount is recalculated when the budget is modified or an approved change order is made for this project.

If you selected the Freeze Workplan Budgetcheck box, the Contract Amount does not recalculate for budget modifications and approved change orders. All modifications to the total project amount are adjusted through the undistributed budget account. Select this account on the Configure Project Budget Settings screen.

This field displays the total budget from the Total Budget tab.

Use the drop-down list to select the burden template to use for this project. These templates are created on the Manage Burden Templates screen. This field is optional and the program uses it to select a burden rate for rows on the Labor and Direct subtasks. The burden rate created in the burden template is used to multiply cost amounts (in the Direct and Labor subtasks) to arrive at a burden amount for each subtask row on the Direct or Labor subtasks for this project.

Select this check box to designate the selected project as an active budget. You can have only one baseline budget per project. You can have multiple workplan budgets if you selected the Allow Workplan Budgets check box on the Configure Project Budget Settings screen. If you select a different workplan budget for the same project, the previously selected workplan budget is automatically cleared. The default for this check box is selected.

Select this check box to recompute the overhead/burden by cost pool and fiscal year, for U.S. Federal contract compliance. Selecting this check box does NOT affect the burdening of a project when you use a burden template. The default for this check box is selected.

If you select this check box and click the Recalculate button on the Total Budget tab, new columns are inserted in the Indirect subtask to accommodate the hours-based pool rates and hours-based COM rates.

Select this check box to enable period budgeting. When this check box is selected, the Period No, Fiscal Year, and Unallocated Amt columns on the Fees, Units, Labor, and Direct subtasks are displayed. If you do not select this check box, the Spread, Move, and Escalate (right mouse button) functions are not available. The default for this check box is selected.

This check box is available only when the Budget by Period check box is selected. Selecting the Disable Summary Rows check box disables all summary information when period budgeting is enabled.

Enter the target multiplier rate for this project budget. The multiplier entered in this screen is the default in the Direct subtask, but can be modified. A multiplier is used to mark up the budget amount to calculate a profit on a row-by-row basis.

Select the multiplier method to use on the Direct subtask. You can select this multiplier method only in this field.  The methods are:

• Use Multiplier on Budget Amt: Select this method if your multiplier includes the project's burden rate, or if there is no burden rate for this project. This method marks up raw costs.
• Use Multiplier on Burdened Bud Amount: Select this method if your multiplier does not include your burden rate, or if you want to calculate profit on burdened (no burden in units) or loaded costs.
• Use Multiplier on Rvsd Budget Amt: Select this method to mark up budget amounts, including change orders.

Enter the target multiplier rate for this project budget. The multiplier entered on this screen is the default in the Labor subtask, but can be modified.

Select the multiplier method to use on the Labor subtask. Valid options are:

• Use Multiplier on Budget Amt
• Use Multiplier on Burdened Bud Amount
• Use Multiplier on Rvsd Budget Amt

Enter the target multiplier rate for this project budget. The multiplier entered on this screen is the default in the Units subtask, but can be modified.

Select the multiplier method to use on the Units subtask. Valid options are:

• Use Multiplier on Budget Amt
• Use Multiplier on Burdened Bud. Amount
• Use Multiplier on Rvsd Budget Amt

Select this check box to compute profit on any Cost of Money amounts. This check box is enabled only if you entered a burden template for this project in the Burden Template field.

This non-editable field displays the owning organization from the Total Budget tab.

Select this option to use cost budgeting for all labor amounts on this project budget. This option is the default. Use this option to develop a cost plus project budget.

Select this option to budget using bill rates or T&M rates on all labor categories. This selection multiplies the total hours by the billing rates set in the Projects domain to calculate the budget amount. If you select this option and maintain bill rate tables and cost rate tables in the Projects domain, Costpoint automatically calculates your cost budget for reporting purposes only.

Select this option to compute revenue in a manner similar to the budgeting method for the T&M Labor option. However, the labor cost is calculated by multiplying the Average Cost Rate for that PLC or GLC times the entered budgeted labor hours on the Labor subtask. You can also enter an amount in the Cost Budget Amount or Revenue Budget Amount columns (on the Labor subtask) that calculates the Budgeted Hours and Total Hours based on the Average Cost Rate and T&M Rate. Selecting this option disables the Labor Target Multiplier and Multiplier Method columns.

Select this option to use unit cost budgeting for all unit amounts on this project budget. This option is the default. Select this option to develop a cost plus project budget.

Select this option to budget using unit price rates. This is similar to a T&M rate. Select this option for revenue budgeting. This process takes total unit quantity and multiplies it by the unit price rate defaulted from the CLIN or Price Catalog tables. You can override this rate by entering an alternate rate in the Cost Per Unit column in the Units subtask.

If this check box is selected, you cannot edit the baseline budget after it has been saved. This feature is used to secure an approved baseline budget from modifications. However, if the Update Baseline Budget with Appproved COs check box is selected on the Configure Project Budget Settings screen, you can update the budget by entering approved change orders on the Manage Change Orders screen.

You can use the Clone feature on any saved baseline budget to create a copy for alternate workplan budgeting scenarios.

If this check box is selected, you can make edits to the Fees, Units, Labor, and Direct subtasks but not to the total budget amount.  However, if the Update Workplan Budget with Appproved COs check box is selected in the Configure Project Budget Settings screen, you can update the budget by entering approved change orders on the Manage Change Orders screen.

This non-editable field displays the start date for this project. This date is entered for the project on the Manage Modifications screen.

This non-editable field displays the end date for this project. This date is entered for the project on the Manage Modifications screen.

Select this check box to show Estimates to Complete (ETC) by hours, rather than amounts, for either labor category or employee vendor level. To show ETC by amounts, use the Estimate to Complete subtask. You must select this check box to enable the Labor ETC subtask.

Select this option to forecast by PLCs and GLCs.

Select this option to forecast by employee vendor level.

Select this check box to calculate labor rates on the Labor ETC subtask on the Estimate to Complete subtask. If you select this check box, the loaded labor rates plus change orders is the total budget amount. The ETC computation is based on budgeted hours less incurred hours times the loaded labor rate.