The project budget tool provides an iterative automated process with methods a project manager can use to estimate the burdened costs of work to be done for a customer. The tool emulates an Excel workbook with tabs for the various burden cost pool categories of staff and vendor specified resources that are to be consumed during project execution.
You can open the budget tool from within any Create/Modify Input screens under Reports & Action » Actions (for example, B.P.I.1 and B.P.I.4).
The budget tool has the following screen contents:
The items in this table appear on all the tabs of the budget tool.
Buttons/Check Boxes |
Description |
Export .XLS |
Click this button to export a report to Excel. |
Help? |
Click this button to launch the help system. |
Close |
Click this button to close the report. |
Delete |
Click this button to delete this version of the budget. |
Commit |
Click this button to commit this budget. |
Complete |
Select this check box to mark this budget as complete. |
Cut |
Click this button to cut the highlighted text or cells. The selected text will be removed from its current position and will be copied to the clipboard. |
Copy |
Click this button to copy the highlighted text or cells. The selected text will be copied to the clipboard. |
Paste |
Click this button to paste the cut or copied text/cell into another location. Clicking this button will paste the contents of the clipboard into the highlighted area or section. |
Delete |
Click this button to delete the highlighted text or cell. |
Notes |
Click this button to enter notes or remarks to the highlighted cell. |
Cell Fill |
Click this button the paste the copied or cut text into the highlighted cells. |
Col Fill |
Click this button the paste the copied or cut text into the highlighted columns. |
Columns |
Description |
Emp ID |
This column displays the Employee ID of the resource. |
Name |
This column displays the resource name. |
Org ID |
This column displays the Org ID the resource belongs to. |
Acct ID |
This column displays the labor account the resource belongs to. |
PLC |
This column displays the Project Labor Category the resource belongs to. |
Hr Rate |
This column displays the resource's rate per hour set for this budget. |
Totals |
This column totals the numbers for each resource during the date range selected for the budget. |
YYYY-MM-DD |
Begins with the current month and shows data back six months. |
Buttons/Option Buttons |
Description |
Display All |
|
Clipboard Disabled |
|
Employee Schedule |
|
Employee PLCs |
|
Lists |
Description |
Add Generic Staff |
|
Add Employee |
|
Add/Change ORG |
|
Add/Change GL Account |
|
Add PLC |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Vendor |
|
Add/Change GL Account |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Vendor |
|
Add/Change GL Account |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Vendor |
|
Add/Change GL Account |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Display All |
|
Lists |
Description |
Add Generic Staff Travel |
|
Add Emp Travel |
|
Add/Change GL Account |
|
Lists |
Description |
Add Vendor |
|
Add/Change GL Account |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Vendor |
|
Add/Change GL Account |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Subcontractor |
|
Add/Change GL Account |
|
Add PLC |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Subcontractor |
|
Add/Change GL Account |
|
Add PLC |
|
Columns |
Description |
ID |
|
Name |
|
Org ID |
|
Acct ID |
|
Rev |
|
Totals |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Lists |
Description |
Add Subcontractor |
|
Add/Change GL Account |
|
Add PLC |
|
Columns |
Description |
ID |
|
Name |
|
YYYY-MM-DD |
|
Buttons/Option Buttons |
Description |
Clipboard Disabled |
|
Go |
|
Revenue, Cost and Profit Grid Columns
Revenue Columns |
Description |
Funded |
|
Budget |
|
Unspecified |
|
Cost Columns |
Description |
Funded |
|
Budget |
|
Unspecified |
|
Profit Columns |
Description |
Funded |
|
Percent |
|
Budget |
|
Percent |
|
T&M |
|
Main Grid Columns
Columns |
Description |
Ovhd Pool |
|
Ovhd Pool Name |
|
totals |
|
MM-DD-MM-DD |
|
Buttons/Option Buttons |
Description |
Revenue Setup |
|
Revenue Analysis |
|
Clipboard Disabled |
|