Contents of the Manage Project Budgets By Period Screen
Use the fields and options to configure the Manage Project Budgets By Period screen.
Identification
| Field | Description |
|---|---|
| Proj |
Enter a valid project, or click
|
| Revision |
Enter, or click
Note: To have accurate project-to-date budget information printed on your project reports, you must use the same revision number for all period budgets for a given project. When printing project-to-date budget information, Costpoint sums the prior fiscal years/periods data for a selected budget revision. You cannot combine different budget revisions on a single report.
|
| Organization |
Enter a valid organization number or click
|
| Fiscal Year |
Use this drop-down list to select a valid fiscal year. |
to select one. The description of the project automatically displays next to the project.
Table Window
| Field | Description |
|---|---|
| Account |
Enter an account or click
|
| Pd |
Enter, or click
|
| Subpd |
Enter, or click
|
| Amount |
Enter a budgeted amount for this direct account. |
| Fee % |
Enter the fee percent for this direct account or accept the default from the Total Budget subtask. Costpoint uses this percent to calculate Fee Amt. |
| Fee Amount |
Enter a fee amount for this direct account or accept the calculated amount. If you modify the amount, Costpoint recalculates the Fee %. |
| Total Burden |
This field is non-editable. The indirect costs on the Indirect subtask are accumulated for this account and displayed. |
| Total Burden Fee |
This field displays the total fee on indirect costs associated for this account. |
| Total Fee |
This field displays the total fee accumulated from direct and indirect fee for this account. |
| Total Amount |
This field displays the total budgeted amount including fee for this account. |
| Function Code |
This non-editable field displays Costpoint-defined function code assigned to the selected account. Function codes are established on the Manage Project Account Groups screen. |
| Account Name |
This column displays the name for the selected account. |
Subtasks
| Subtask | Description |
|---|---|
| Indirect | Click this link to open the Indirect subtask, where you can enter indirect pool budgets amounts. Use this link after highlighting a row on the main screen. |
| Total Budget | Click this link to open the Total Budget subtask. In this subtask you can view the total direct, indirect, fee percent, fee amount, other fee percent, other fee amount, and cost of money entered for this project, organization, fiscal year, and revision. |
| Adjust Actuals | Click this link to open the Adjust Actuals subtask, where you can adjust period budgeted amounts to the actual amounts incurred, or create a budget based on actual cost data. You can also spread variance amounts between budgeted and actual costs across selected periods within the same fiscal year. |
| Spread | Click this link to open the Spread subtask, where you can spread cost and/or fee amounts across designated periods. Please remember to click
 after you use the subtask. Existing budget data can be lost if you do not save before adding new rows (accounts) to the Direct table.
|
| Fill | Click this link to open the Fill subtask, where you can automatically fill selected subperiods with specified budgeted amounts. Please click
after you use the subtask. Existing budget data can be lost if you do not save before adding new rows (accounts) to the Direct table.
|
| Move | Click this link to open the Move subtask, where you can move a specified budgeted value from one range of periods to another range of periods. Please click
after you use the subtask. Existing budget data can be lost if you do not save before adding new rows (accounts) to the Direct table.
|
| Escalate | Click this link to open the Escalate subtask, where you can escalate budgeted amounts by a specified escalation factor. Please click
after you use the subtask. Existing budget data can be lost if you do not save before adding new rows (accounts) to the Direct table.
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