Revenue and Cost Budget File Format

Use the RevenueBudget.xlsx file to enter revenue and cost 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.

Cost Pool and Cost of Money (COM) Budget Rows

You have options to include budget rows in this file for cost of money (row type COM) and for individual cost pools (row type P). These options are directly related to the corresponding configuration options to include COM and cost pools as expenses in the calculation of gross profit in Costpoint Analytics.

If your firm normally includes COM as an expense in the gross profit calculation in Costpoint, it will also normally configure Costpoint Analytics to include COM. In that case, you should also include rows for COM budget amounts in the Revenue and Cost Budget file.

The same is true for cost pools. For example, if Costpoint is configured to include the fringe benefits cost pools as an expense in the calculation of gross profit, you should also include rows for fringe benefits budget amounts in the Revenue and Cost Budget file.

For more information on the configuration options, see Cost of Money (Project Analytics) and Cost Pools (Project Analytics).

Revenue and Cost Budget Data Columns

Column	Description
Row Type	Enter R if the budget is for revenue. Enter L if the budget is for labor cost. Enter NL if the budget is for non-labor cost. Enter P if the budget is for a cost pool. Enter COM if the budget is for cost of money (COM).
Company	Enter the company ID of the company that owns the project or proposal.
Project	Enter the direct 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.
Perf. Org.	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.
Acct.	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, 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.
Pool	If you entered P (cost pool) or COM (cost of money) in Row Type, enter the appropriate pool number.
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.
Budget Amt	Enter the budget amount.