PROJECT BUDGET RECALCULATION

Use this screen to update a project or a range of projects with the changes made in the subtasks of the Maintain Project Budgets and ETC screen (Projects » Advanced Project Budgeting » Project Budget and ETC Master). This screen performs the same function as the Recalculate button in the Maintain Project Budgets and ETC screen; however, this screen will calculate a range of projects at a time, while the Recalculate button calculates only one project at a time. Use it after entering or changing data in the subtasks of the Maintain Project Budgets and ETC screen.

Select Project

Use the fields in this group box to limit the projects that will be recalculated.

Range Option

Use this drop-down list to select the range of projects to include in the recalculation. Valid options are:

The default for this field is All.

From

Enter, or use to select, the starting project to be recalculated. Only active projects are available in . If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending project to be recalculated. Only active projects are available in . If you select All, One, or To End in the Range Option field, this field will be inactive.

Budget Type

Use the options in this group box to select the budget type.

Baseline

Select this check box to recalculate the baseline budget for the selected projects. This check box is selected by default.

Workplan

Select this check box to recalculate all workplan budgets for the selected projects. This check box is selected by default.

Process Options

Use the options in this group box to select the type of change that you wish to make.  The primary use of these options is for updating burden rates or billing rates.

Update Burden Template

Select this check box to update burden template rates for all selected budgets. If you edit a burden template (change or add a pool rate, or edit the base accounts), use this process to reapply the new rate for a cost pool to your project budget.

Change Burden Template To:

Select this check box to change the burden templates for the selected budgets. Use the drop-down list to select the burden template. Create and review burden templates in the Maintain Burden Templates screen (Projects » Advanced Project Budgeting » Controls).

Update T & M Rates

Select this check box to update T&M rates for all selected budgets.  The program will use the Define Rate Sequence table (Projects » Project Setup » Revenue Setup) to determine the most recent rate.

Process

Click this icon on the toolbar to recalculate the selected projects.

Table Information

Changes to this screen update the following tables:

PROJ_BUDGET_SUM

PROJ_BUD_INFO

PROJ_BUD_DIRECT

PROJ_BUD_LABOR

PROJ_BUD_UNITS

PROJ_BUD_FEE

PROJ_BUD_INDIRECT