Budget Subtasks

Enter detail project information in the six budget subtasks (Estimate to Complete, Indirect, Fee, Units, Labor, and Direct) of the Manage Project Budgets and ETC screen.

  • Use the Estimate to Complete subtask to enter the percentage complete or forecasted amounts to complete for the project. Use the Labor ETC subtask to forecast the labor portion of your budget by labor hours. This subtask is most often used for labor-intensive projects.
  • Use the Indirect subtask to calculate overhead costs by fiscal year and cost pool for federal contract compliance. Use the Info tab to establish specific project budget characteristics (for example, select a burden template, budget-by-period; establish multipliers; and create a cost or T&M budget).
  •  of a fixed fee or percentage amount, you can enter a Multiplier or a Profit Amt for each row on the Direct, Labor, or Units subtasks to compute profit.
  • Use the Units subtask to enter material prices and quantity information.
  • Use the Labor subtask to enter labor costs. These can be detailed at the employee level including rate times hours plus burden and profits.
  • Use the Direct subtask to enter Other Direct Charges (ODCs) or subcontractor costs. Tag a row as a direct or subcontractor charge.
Note: The Configure Project Budget Settings screen affects all project budgets. Access to this screen should be carefully controlled.