Costpoint Help

Subtasks of the Manage Organization/Account Budgets Screen

The Manage Organization/Account Budgets screen has multiple subtasks such as Adjust Actuals, Spread, Fill, and so on.


Related Topics:

Adjust Actuals Subtask

Use this subtask of the Manage Organization/Account Budgets screen to adjust the budgeted data to equal actual data for the fiscal year and organization chosen.

Spread Subtask

Use this subtask of the Manage Organization/Account Budgets screen to spread budgeted amounts and/or hours across a range of accounts and periods for the selected fiscal year and organization.

Fill Subtask

Use this subtask of the Manage Organization/Account Budgets screen to fill the currency amount and/or hours columns with the same data across a range of periods for the selected fiscal year and accounts.

Move Subtask

Use this subtask of the Manage Organization/Account Budgets screen to move budgeted currency amounts and/or hours from one group of accounting periods to another. You can move budgets for one account or a range of accounts.

Escalate Subtask

Use this subtask of the Manage Organization/Account Budgets screen to escalate (increase or decrease) current budgeted amounts and/or hours by a specified percentage for a range of accounts and accounting periods.


Parent Topic:

Manage Organization/Account Budgets