Backlog Budget File Format

Use the BacklogBudget.xlsx file to enter backlog budget information.

Important: It is very important that the budget data files contain the required data in the required format. Use the Budget Data Validation table as a guide for setting up your budget data files and as a troubleshooting tool if you have any budget data problems after you load the data. The Budget Data Validation table is available in the Knowledge Center on the Deltek Customer Care Connect site from KB article 61242. Use the following link to open and download that document: https://deltek.custhelp.com/app/answers/detail/a_id/61242.

Contract Value and New Business

A top-level project can only have a contract value that represents “new business” occurring in one fiscal period. All other changes in contract value represent contract expansion or contract adjustment.

Because you enter backlog budget data for projects at the revenue level or lower, this budget file may contain multiple rows related to a given top-level project that have CV in Contract Value/Funded Value and NB in Activity Type. However, because new business can only occur for a top-level project one time, all of those rows for a given budget type (baseline budget or forecast) should be for the same fiscal period.

Funded Value and New Business

In contrast to contract value, a top-level project can have funded value that represents “new business” occurring in multiple fiscal periods. As a result, the Backlog Budget file should have at least one row that has FV in Contract Value/Funded Value and NB in Activity Type for each fiscal period in which your firm adds a new revenue-level project branch for a given top-level project.

Backlog Budget Data Columns

Column	Description
Rev Proj.	Enter the project ID or proposal ID for which you are entering the budget amount. Enter these budget amounts for revenue-level projects or for projects below the revenue level. If you enter budgets below the revenue level, Costpoint Analytics rolls them up to the revenue level.
Company	Enter the company ID of the company that owns the project or proposal.
FY_CD	Enter the fiscal year for which you are entering the budget amount. You can load budgets for any fiscal year, whether or not the year is set up in Costpoint yet. However, Costpoint Analytics does not use or display budget data for a fiscal year until it is set up in Costpoint.
Month	Enter the number of the fiscal period for which you are entering the budget amount.
Budget Type	Enter B if the budget amount is for the baseline budget. Enter F if the budget amount is the current forecast (revised budget) amount.
Contract Value/Funded Value	Enter CV if the budget represents contract value. Enter FV if the budget represents funded value.
Activity Type	If the budget represents contract value, enter one of the following to indicate the type of activity: NB — New business CE — Contract expansion ADJ — Adjustment If the budget represents funded value, enter one of the following to indicate the type of activity: NB — New business AF — Additional funding ADJ — Adjustment
Budget Amt	Enter the budget amount.