Costpoint Online Help

Using the Help Search
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Move Subtask

Use this subtask of the Manage Organization/Account Budgets screen to move budgeted currency amounts and/or hours from one group of accounting periods to another. You can move budgets for one account or a range of accounts.

Warning: Be cautious when you use the Move function because existing data in the destination columns are overwritten and are no longer retrievable.

Select Accounts

Field Description
Range Option

Use this drop-down list to select the range of accounts for which you want to move budget hours or amounts. Valid options are:

  • All: Select this option to include all available accounts. The From and To fields are disabled for this option. This is the default.
  • One: Select this option to include only one account and then enter that account in the From fields. The To field is disabled for this option.
  • Range: Select this option to include a contiguous range of accounts. Enter the beginning account for the range in the From field and enter the ending account of the range in the To field.
  • From Beginning: Select this option to include a range of accounts that begins with the first of all the available accounts and ends with the account that you enter in the To field. The From field is disabled for this option.
  • To End: Select this option to include a range of accounts that begins with the account that you enter in the From field and ends with the last of all the available accounts. The To field is disabled for this option.
From/To

Enter, or click to select, the starting and/or ending accounts for the range of accounts for which you want to move budget hours or amounts. One or both of these fields may be disabled, depending on your selection in Range Option.

Move

Field Description
Amount

Select this check box to move budgeted currency amounts from one group of accounting periods to another.

Hours

Select this check box to move budgeted hours from one group of accounting periods to another.

Select Source Periods

Field Description
Range Option

Use this drop-down list to select the range of periods from which you want to move budget hours or amounts. Valid options are:

  • All: Select this option to include all available periods. The From and To fields are disabled for this option. This is the default.
  • One: Select this option to include only one period and then enter that period in the From fields. The To field is disabled for this option.
  • Range: Select this option to include a contiguous range of periods. Enter the beginning period for the range in the From field and enter the ending period of the range in the To field.
  • From Beginning: Select this option to include a range of periods that begins with the first of all the available periods and ends with the period that you enter in the To field. The From field is disabled for this option.
  • To End: Select this option to include a range of periods that begins with the period that you enter in the From field and ends with the last of all the available periods. The To field is disabled for this option.
From/To

Enter, or click to select, the starting and/or ending periods for the range of periods from which you want to move budget hours or amounts. One or both of these fields may be disabled, depending on your selection in Range Option.

Number of Periods

This non-editable field displays the number of periods in the range you specify.

Select Destination Periods

Use this drop-down list to select the range of periods to which you want to move budget hours or amounts. Valid options are:

  • All: Select this option to include all available periods. The From and To fields are disabled for this option. This is the default.
  • One: Select this option to include only one period and then enter that period in the From fields. The To field is disabled for this option.
  • Range: Select this option to include a contiguous range of periods. Enter the beginning period for the range in the From field and enter the ending period of the range in the To field.
  • From Beginning: Select this option to include a range of periods that begins with the first of all the available periods and ends with the period that you enter in the To field. The From field is disabled for this option.
  • To End: Select this option to include a range of periods that begins with the period that you enter in the From field and ends with the last of all the available periods. The To field is disabled for this option.
Field Description
From/To

Enter, or click to select, the starting and/or ending periods for the range of periods to which you want to move budget hours or amounts. One or both of these fields may be disabled, depending on your selection in Range Option.

Number of Periods

This non-editable field displays the number of periods in the range you specify.

Apply

Click this button to move the budgeted currency amounts and/or hours from the source periods to the destination periods.