Mass Upload Project Budgets to Organization Budgets

Use this screen to update an individual Org Budget with Proj/NB Budget Revenue.

When the system is set to ‘Populate the Org Budget Revenue from the Project/Non-Backlog Budgets’, the new Mass Upload Project Budgets to Organization Budgets function will populate the Org Budget with budgeted revenue data for the Orgs chosen in the screen from the Project Revenue Budget or Projects/Non-Backlog Revenue Budgets.

Fiscal Year

Click to select or sort the fiscal year to populate.

Organization

Use the drop-down menu to select the Organizations to update. You can select from either All or Range.

The fields become enabled after you select All or Range and you can select/query from the table where the Organization, Organization Name and Level are displayed.

Budget Type

Use the drop-down menu to select the budget type. You can select from either Projects, or Project/Non-Backlog.

If you select Proj it would include all labor for the selected projects for the current EAC. If no EAC exists, would use the most current Budget.

If you select Proj/NB it would include all labor for the selected Non-Backlog, grabbing the latest version.

Project Status

Use the drop-down menu to select the state of the project. You can select from either Completed or Approved.

Subtasks

Update Org Labor From Project Labor Subtask

Use this subtask to port over all labor budgets from the project budgets (and non-backlog), into the Org Budget Labor Utilization tab (Budget only).

See Update Org Labor from Project Labor for more information.

Update Org Non-Labor from Project Non-Labor Subtask

Use this subtask to move all non-labor data from the project budgets and non-backlog budgets into the latest Org Budget’s Non-Labor dollar tab.

See Update Org Non-Labor from Project Non-Labor for more information.

Update Org Revenue from Project Revenue Subtask

Use this subtask to populate the Org Budget with budgeted revenue data for the Org from the Project Budgets. Each time the Update Org Revenue from Project Revenue subtask is updated, the budget revenue will also be updated.

See Update Org Revenue from Project Revenue for more information.