Structured New Business Budget Summary (Rev/Cost)

Use this screen to run a report that displays cost or revenue amounts on individual New Business Budgets, within a selected period of performance. This application displays all completed budgets regardless of work type whether new business, Work Type or Add On.

Hours and Amounts in the New Business Budgets display in the Structured New Business Budget Summary as amounts.

Report Type

You can select either the Cost or Revenue option buttons to filter the totals that are displayed in the report.

Cost Type

Click to select the cost type. The Cost Type can be chosen by cost category which is viewed in the All Cost Breakdown subtask.

You can select from the following cost types: Staff Hours, Materials, Subcontracts, Material Handling Other, Travel, Consulting, Other Direct Costs, Subcontracts Hours, Consultants Hours, Staff Escalation, Burdened Cost, Summary.

End Date

Click to select the end date of the new business budget.

All Periods

Select the Combined check box to display all levels with expanded details for viewing, printing, or exporting.

New Business Budget ID

Select a top level New Business Budget ID to display cost or revenue at the lower WBS levels of the budget. Select a cost category such as Labor Staff Hours or Materials to display the cost or revenue associated with the selected cost category.

Structured New Business Budget Summary (Rev/Cost) > Details

The table below describes the columns that display for the Structured New Business Budget Summary table.

All Cost Breakdown Subtask

The All Cost Breakdown subtask displays summary rows by cost category, description, and total budget with the ability to drill down to the G/L Account and resource.