Enter, or click to select, the fiscal year for which you want to enter period balances. To edit previously entered information, use Query to display it.

In these fields, Costpoint maintains cumulative totals of amounts or hours entered in the Amount and Hours fields. Deltek recommends that you calculate the net amount and  hours for the balances you plan to enter during the session. When you finish, check those totals against Costpoint's running balances to make sure that no data entry errors occurred. (When you close the screen, Costpoint discards the running balances).

Enter, or click to select, the account and organization for which you want to enter period balances. After you complete a line in the table, Costpoint uses the account/organization combination on that line as the defaults for the next line, but you can change them.

Enter the accounting period for which you want to enter balance amounts, or use Lookup to select it. After you complete a line in the table, Costpoint uses the next period in the fiscal year as the default for the next line.

Enter the balance amount for the account/organization/period combination.

Enter the hours balance for the account/organization/period combination.

This non-editable field displays the account name.