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Contents of the Update Incurred Costs for Project Budgets Screen

Use the fields and options to configure the Mass Add Project Budgets screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Range

Project

Use these fields to limit the projects that have the incurred costs updated.

Field Description
Option

Use this drop-down list to select the range of projects to update. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the project with which to begin updating. Only active projects are available in . If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the project with which to end the updating. Only active projects are available in . If you select All, One, or To End in the Option field, this field is inactive.

Accounting Period

Use these fields to enter the fiscal year and period that are used as the revision date on the Manage Project Budgets and ETC screen.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the fiscal year to be updated with incurred costs. All fiscal years are available for selection.

Period

Enter, or click to select, the fiscal period to be updated with incurred costs. Only periods that exist for the selected fiscal year are available for selection.

Update Incurred Costs for Closed Fiscal Years

Select this check box to update incurred costs for projects in closed fiscal years.

Budget Type

Use the options in this group box to select the types of budgets that you would like to update.

Field Description
Baseline

Select this check box to update the baseline budget for the range of projects selected. This check box is selected by default.

Workplan

Select this check box to update all workplan budgets for the range of projects selected. This check box is selected by default.

Update Using

Use the options in this group box to select the rate type you would like to use in this process.

Field Description
Actual Rates

Select this option to update the selected project's budgets with only the project's actual rates. Burden is computed with actual rates.  Make sure you have computed indirect rates for the period entered above.

Target Rates

Select this option to update the selected project's budgets with only the project's target rates. Burden is computed with rates set on the Pool Rates subtask of the Manage Cost Pools screen. Make sure that you have updated this screen through the period entered above.

Exclude Fee from Incurred Costs

Select this check box to exclude fee from incurred cost calculations.