Project Budget/EAC Mass Utilities

Use this screen to mass update Budgets and EACs. For both Budgets and EACs, you will be able to create new EACs from approved versions, Approve/Complete/Commit/Delete, and update the staff escalation % for working versions.

Budget Type

Select one of the following from the drop-down list:

Budget - Select this option to display the budget information.
EAC - Select this option to display the EAC information.

EAC displays in the drop-down list only if an EAC exists for the project.

Budget Status

Select the status of the Budget or EAC that you want to mass update. Choose from the following options:

Approved
Complete
Incomplete
Working

Include Inactive Projects

Select this check box to include Inactive Projects.

Select Budgets/EACs

When the selections in the screen header have been made, click the ‘execute’ icon to populate the Select Budgets/EACs grid. Furthermore, if you modify the Budget Type or Budget Status you must always re-click the ‘execute’ icon to update the Budget/EAC grid. You can use Query to further refine the result set.

The table below describes the columns that display for the Select Budgets/EACs table.

Column Headings	Description
Type	This column displays the Type whether it is a Budget or an EAC.
Project	This column displays the Project ID of the Project Budget/EAC.
Ver	This column displays the Version of the Budget/EAC. The latest version will be shown.
Status	This column displays the Status of the Budget/EAC which can be working, incomplete, complete or approved.
Last Closed Period	This column displays the Last Closed Period when the EAC was created.
Escalation	This column displays the Escalation % used in the Budget/EAC for resource costs.
EAC Exists	For Budgets, this check box is marked if EAC exists. If an EAC already exists, you will not be able to create a new EAC from the approved budget.

Selecting a Row

Highlighting a row, is not ‘selecting’ a row. The boxes in the first column must be blue not white to indicate that the row is selected.

To select/unselect all rows, click the check mark at the top of the left hand column.
To select non-contiguous rows, hold the Ctrl button and click the first column of the required rows.

Mass Update Process

Select the Budget/EACs that you want to mass update then choose the process that you want to perform from the buttons that are available.

Depending on the header choices, various buttons becomes available:

If Working BUD/EACs are selected then buttons available are: Commit, Delete, escalation (to change the Escalation %)
If Incomplete BUD/EACs are selected then buttons available are: Complete and Delete
If Complete BUD/EACs are selected then buttons available are: Approve and Delete
If Approved BUD/EACs are selected then buttons available are: Create EAC

Once the Update process has completed, if a Budget/EAC status change has occurred, it will be removed from its previous list and be shown under its new corresponding status.