The navigation screen contains links to the various features in Deltek Budgeting & Planning. It provides a way for you to interact with the application and a way for the application to provide feedback.
The navigation screen offers access to data and tools, depending on the management context of the user. For project managers, it provides access to contract and project costs as well as budget proposal and earned value management support tools.
To navigate in Costpoint and GCS Premier Budgeting & Planning, complete the following steps:
On the navigation screen, select a project in one of the following ways:
Navigate using the project structure
Navigate using the search projects tool
At the top of the navigation screen, click the module with which you want to work.
The module you click determines what options appear in the Reports & Actions menu.
Click the Management Context you want to use: Project, Organization, or Administrative.
The context filters the information seen.
The Project manager's context emphasizes the project period-of-performance, the resources necessary to complete its tasks, available funds, costs and revenues.
The Organization manager's context emphasizes the accounting fiscal years. It integrates revenue and direct costs from an organization's projects, along with its associated overhead costs (including allocations), to establish profitability.
The Administrative context emphasizes the setup and modification of both project and organization management authority and responsibility as it relates to Deltek Budgeting & Planning users.
Select a report in Reports & Actions menu. The reports displayed depends on the Management Context and/or Module selected. Each report is labeled with a code (for example, C.P.L.1).
Click a report or action to open it.
The report code, level (Top Lvl., Lvl. Down, Active Lvl.), and title are printed at the top of the report when it opens.
To export the report to Excel, click the Excel icon.
To print the report, click the printer icon.
To close the report, click Close.