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Contents of the Mass Add 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.

Template Project Budget

Field Description
Option

Use this drop-down list to select the range of template project budgets to be included in the process. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the beginning template project budget of the range you want to include in the process. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending template project budget of the range you want to include in the process. If you select All, One, or To End in the Option field, this field is inactive.

Destination Project Budgets

Use these fields to enter the range of budgets that you would like to create.

Field Description
Option

This field always displays Range.

Start

Enter, or click to select, the project that is the starting point for the mass add. This field is active only if you select One in the Option field in Template Project Budget. If you select All, Range, From Beginning, or To End, this field is non-editable and displays what you have entered in the Start field in Template Project Budget.

End

Enter, or click to select, the project that is the ending point for the mass add. This field is active only if you select One in the Option field in Template Project Budget. If you select All, Range, From Beginning, or To End, this field is non-editable and displays what you have entered in the End field in Template Project Budget.

Number of Projects

This non-editable field displays the number of project budgets created.

Options

Template Project Budget

Field Description
Baseline

Select this option to use a baseline budget for the new project budget.

Workplan

Select this option to use a workplan budget for the new project budget.

Revision

If you selected the Baseline option, this field defaults to INITIAL and cannot be modified.

If you selected the Workplan option, enter, or click to select, the revision for this project total budget.

Destination Project Budgets

Field Description
Baseline

Select this option to use a baseline budget.

Workplan

Select this option to use a workplan budget.

Active Budget

If you selected the Workplan option, select this check box to set the workplan budget to active for the range of project budgets you specified.

Revision

If you selected the Baseline option, this field defaults to INITIAL and cannot be modified.

If you selected the Workplan option, enter, or click to select, the revision for this project total budget.

Include Information From

Select check boxes in this group box to include the Direct, Labor, Unit, or Fees subtasks (on the Manage Project Budgets and ETC screen) when creating new project budgets. Note that the setup on the Info tab of the Manage Project Budgets and ETC screen is always copied. Multipliers and burden templates are also copied.

Field Description
Direct Subtask

Select this check box to copy the Direct subtask data from the Manage Project Budgets and ETC screen. Note that when you create a new project budget from an existing project budget, only total budget data are copied.

Labor Subtask

Select this check box to copy the Labor subtask data from the Manage Project Budgets and ETC screen. Note that when you create a new project budget from an existing project budget, only total budget data are copied.

Units Subtask

Select this check box to copy the Unit subtask data from the Manage Project Budgets and ETC screen. Note that when you create a new project budget from an existing project budget, only total budget data are copied.

Fee Subtask

Select this check box to copy the Fees subtask data from the Manage Project Budgets and ETC screen. Note that when you create a new project budget from an existing project budget, only total budget data are copied.

Copy the Accounts that are not in both Project Account groups

Clear this check box to cancel copying the accounts that are not in both project account groups.

Overwrite the existing Project budgets

Leave this check box selected to overwrite existing project budgets.

Autoload

Click this button to fill the table window with the project budgets that are created by this process.

Note: This process can be time-consuming if you are mass adding a large number of project budgets.

Table Window

Click the Fill Table button to populate this table window. Columns in this table window contain expanded data from the fields in the header.

Field Description
Template Project

This non-editable field displays the template project that was used to create the new budgets.

Template Budget Type

This non-editable field displays the budget type of the template project.

Template Budget Revision ID

This non-editable field displays the budget revision ID of the template project.

Destination Project

This column displays the project ID of the budget to be created by this process. This field can be modified.

Destination Budget Type

This column displays the budget type of the budget to be created by this process. This is an editable field.

Destination Budget Revision ID

This column displays the budget revision ID of the budget to be created by this process. This is an editable field.