Controls and Utilities
Use the screens in the Controls and Utilities application group to create or update Org budgets and outlooks, add and manage organizational users, or maintain budget groups and programs.
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Use this screen to create, edit or delete Budget Groups as well as rebuild Budget Group Data.
Use this screen to set up or edit Org Budget program tags with rates for Direct Labor, Direct Materials, Direct Subcontractor, and Direct ODCs.
Use this screen to view records, create new records or copy from the generic staff list. You can also determine whether the resource is shared and active in this screen.
Mass Upload Project Budgets to Organization Budgets
Use this screen to update an individual Org Budget with project or new business budget revenue.
Create FY Budgets from PY Budgets Outlooks
Use this screen to create budgets for future fiscal years from the budgets or outlooks of previous fiscal years.
Update Multiple Organization Budgets/Outlooks
Use this screen to mass update org budgets and outlooks.
Organization Budgets/Outlooks Mass Utilities
Use this screen to mass update org budgets and outlooks.