Class Settings Page for Budget Class of the New Class Wizard

Use this page to select the class level and other settings applicable to the budget class.

Contents

Field Description
Level Use the drop-down list to specify whether you want to enter cost for the class. There are two levels:
  • Control Account
  • Work Package
Calendar Set This field displays the calendar set used in spreading the costs associated with the class. You can change the calendar set by clicking and selecting another calendar set on the Calendar Set Lookup dialog box.

A calendar set assigned to a budget class must contain at least one flagged period prior to the first period of the project, and at least one flagged period after the latest control account or work package finish date. All periods must have fixed ($) flags.

Cobra displays this field only for the Forecast and Budget classes.

Rate File Use this field to assign an alternate rate file when calculating costs for the class. Actual and Budget classes use the rate file assigned to the project, but if a rate file is specified in this field, the class uses that file instead of the project rate file when calculating costs.

You can change the rate file by clicking and selecting another rate file on the Rate File Lookup dialog box. The Rate File Lookup dialog box displays only the rate files that the user has permission to access.

Cobra displays this field only for Forecast, Actual, and Budget classes. This is a required field for Forecast classes.

Obtain budget from Select the account from which Cobra will get the budget. For example, if you select Undistributed Budget, you are spreading the budget using available funds from the undistributed budget.
  • Undistributed Budget — Select this option to debit the funds from an undistributed budget account.
  • Management Reserve — Select this option to debit the funds from the management reserve account.
  • Over Target Baseline — Select this option to debit the funds from the over target baseline account.
Budget Dates Use this drop-down list to specify alternative budget dates for the project. Your options are:
  • Baseline
  • Pending

Selecting Pending disables the Include in Budget option.

Prevent editing Time Phased Grid Select this check box to prevent users from making changes to the selected class in the Time-phase Detail pane of the Project view.

Cobra ignores this setting for global processes such as Recalculation.

Include in Budget Select this check box to include the values for the class in the project's budget totals. You cannot change the setting for this field on the General tab of the Classes tab in Project view after the class has been created.
Suppress calculation of source results Select this check box to instruct Cobra not to recalculate source results when a derived result is changed on Budget and Forecast classes. For example, if this check box is selected, Cobra will not recalculate Hours if FTE is updated. By default, this check box is not selected; Cobra calculates all source and derived results.