PROJECT BUDGETS

Use this screen to view budget information rolled up to a selected project level and by specific fiscal years and/or periods. You can also view budget information by organization or for a range of organizations. Run this screen at any time.

Project

Enter, or use to select, a project to begin the Project Budgets inquiry. The unnamed field to the right is non-editable and displays the project name. Use the Execute icon on the toolbar to retrieve all budget rows for all projects.

Include level _____ and below

Select this check box to include only certain project levels in this inquiry, and then enter the highest level to be included in the untitled field to the right. Do not select this check box to include data for the selected project only, or if no project is selected, for all budget rows for all projects.

Org Range

Use the fields in this group box to enter the range of organizations that you would like to see.

Range Option

Use this drop-down list to select the range of organizations to be included in this inquiry. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the beginning organization of the range to include in the inquiry. If you select All or From Beginning in the Range Option field, this field will be inactive.

All organizations are available in .

To

Enter, or use to select, the ending organization of the range to include in the inquiry. If you select All, One, or To End in the Range Option field, this field will be inactive.

All organizations are available in .

Budget Type

Use the options in this group box to select a baseline or workplan budget.

Baseline

Select this option to view the baseline budget for the selected project.

Workplan

Select this option to view the active workplan budget for the selected project.

Display By

Use the options in this group box to select various viewing options.

Acct

Select this check box to include an Acct column in the table window.

Org

Select this check box to include an Org column in the table window.

Ref #

Select this check box to include a Reference # column in the table window.

Period Information

Use the options in this group box to select the periods that you would like to see.

View Total

Select this option to view all project budgets.

View by Periods

Select this option to view only those project budgets that are presented by fiscal period. You can present a budget by fiscal periods in the Project Budget Information subtask of the Maintain Project Budgets and ETC screen (Projects » Advanced Project Budgeting » Project Budget and ETC Master).

Beginning FY

Use this drop-down list to select the fiscal year to begin the range of periods for this inquiry. This drop-down list is active only when you have selected the View by Periods option.

Period

Use this drop-down list to select the fiscal period to begin the range of periods for this inquiry. This drop-down list is active only when you have selected the View by Periods option.

Ending FY

Use this drop-down list to select the fiscal year to end the range of periods for this inquiry. This drop-down list is active only when you have selected the View by Periods option.

Period

Use this drop-down list to select the fiscal period to end the range of periods for this inquiry. This drop-down list is active only when you have selected the View by Periods option.

Table Window

The columns in this table are determined by the selections made in the Maintain Project Budget Settings screen (Projects » Advanced Project Budgeting » Controls) and in the Display By group box in the header of this screen.

Project

This column displays the project ID for this row of budgeting data.

Project Name

This column displays the project name for this row of budgeting data.

Budget Type

This column displays the budget type for this row of budgeting data.

Acct

This column displays the project for this row of budgeting data. This column displays only when you have selected the Acct check box in the Display By group box.

Org

This column displays the organization for this row of budgeting data. This column displays only when you have selected the Org check box in the Display By group box.

Reference #

This column displays the reference number, if any, for this row of budgeting data. This column displays only when you have selected the Ref # check box in the Display By group box.

Fiscal Year

This column displays the fiscal year for this row of budgeting data.

Total Budget Amt

This column displays the total budget amount for this row of budgeting data.

Contract Cost

This column displays the contract cost for this row of budgeting data.

Contract Fees

This column displays the contract fees, if any, for this row of budgeting data.

Contract Total

This column displays the contract total for this row of budgeting data.

Project Manager

This column displays the project manager for this row of budgeting data.

Project Start Date

This column displays the project start date for this row of budgeting data. The project start date is determined in the Modifications screen (Projects » Project Setup » Controls).

Project End Date

This column displays the project end date for this row of budgeting data. The project end date is determined in the Modifications screen (Projects » Project Setup » Controls).

Revision

This column displays the revision for this row of budgeting data. Revisions are applicable only to workplan budgets.

Form View

This subtask displays header information for the project.

Table Information

This screen accesses the PROJ_BUD_SUM table.