Labor Utilization Budget File Format

Use the LaborUtilizationBudget.xlsx file to enter labor utilization budget information for employees. You can enter labor hours and amounts, target rates, or both labor budgets and target rates.

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.

Labor Budget Data Columns

Column	Description
Company	Enter the company ID of the company that owns the project.
Employee ID	Enter the ID of the employee for whom you are entering budget data. Enter budgets for all employee who were active during the time period available for analysis in Costpoint Analytics, even if some of those employees are now inactive.
ProjectOrProposal ID	If your firm uses total project accounting, enter the project ID or proposal ID for which you are entering the budget amount. If your firm does not use total project accounting, an entry is optional.
ChargeGLC	If the budget is for a performing general labor category (GLC), enter the GLC code. If the budget is for the employee’s default GLC, leave this column blank.
ChargePLC	If the budget is for a performing project labor category (PLC), enter the PLC code. If the budget is for the default PLC, leave this column blank.
PerfOrg	If the budget is for a performing organization, enter the organization code. If the budget is for the project’s owning organization, leave this column blank.
AcctID	If you want to enter a budget at the account level, enter the account ID. If you do not want to budget at the account level (if your firm uses total project accounting, for example), leave this column blank.
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.
PD_NO	Enter the number of the fiscal period for which you are entering the budget amount.
BudgetType	Enter B if the budget amount is for the baseline budget. Enter F if the budget amount is the current forecast (revised budget) amount.
BudgetHOurs	Enter the budget hours.
BudgetAmt	Enter the budget amount.

Target Rates Columns

Column	Description
Company	Enter the company ID of the company that owns the project.
Employee ID	Enter the ID of the employee for whom you are entering target rates. Enter targets for all employee who were active during the time period available for analysis in Costpoint Analytics, even if some of those employees are now inactive.
DirectLaborUtilizationTarget	Enter the employee’s target direct labor utilization rate as a percentage. Use whole percentages only. For example, a target rate can be 75 or 76 but not 75.5.
AvailableLaborUtilizationTarget	Enter the employee’s target available labor utilization rate as a percentage. Use whole percentages only. For example, a target rate can be 75 or 76 but not 75.5.