to select one. After you enter
or select a project, the description and the level number for the project
will be displayed. Use this screen to enter the total budget for a project, organization, and account. Total budgets include direct, indirect, fee and cost of money amounts. Total budgets also track the budgeted costs for this project and organization regardless of the life of the project.
Figures entered here will display on the Project Status Report (PSR) as budgeted amounts.
PSR Year to Date (YTD) and Inception to Date (ITD) amounts come from this Project Total Budget screen and will include any figures entered in the Other or Additional Fee group box in the Total Budget subtask.
YTD and ITD amounts will NOT come from this screen if you have entered percentages or amounts in the Manual Fee Override group box in the Total Budget subtask. Those Manual Fee Override amounts, plus any Other or Additional Fee, will display as the YTD and ITD amounts on the PSR.
Enter a project, or use to select one. After you enter
or select a project, the description and the level number for the project
will be displayed.
Enter an organization number or use to select an organization.
After you enter or select an organization, the description for the organization
will be displayed.
Enter an account, or use to select one.
This non-editable field displays the system-defined function code assigned to the selected account. You can assign the function code in the Project Account Groups screen (Projects » Project Setup » Controls).
Enter a budget amount for this project, organization, and account.
Enter a fee percent for this project, organization, and account combination. The system will calculate the fee amount based on this percent. As you move from one account to the other, the system will default the Fee % from the previous line.
To override this column, highlight a budget row, click the Total Budget button, and enter a Fee % in the Manual Fee Override group box in the Total Budget subtask. When you use the Manual Fee Override group box, the override Fee %, plus any amount entered in the Other Fee field in the Other or Additional Fee group box, will act as the budgeted Fee % for this project account row.
Enter a fee amount for this project, organization, and account. This field is calculated by the system but can be changed. When you override the amount, the Fee % is recalculated only if the percent is blank or zero.
To override this column, highlight a budget row, click the Total Budget button, and enter a Fee % in the Manual Fee Override group box in the Total Budget subtask. When you use the Manual Fee Override group box, the override figure, plus any amount entered in the Other Fee field in the Other or Additional Fee group box, will act as the budgeted fee amount for this project account row.
This field displays the name of the account entered in the Account field.
This field is non-editable. The system summarizes the indirect burden amounts in the Indirect subtask for this project, organization, and account.
This field is non-editable. The system summarizes the indirect burden fee amounts in the Indirect subtask for this project, organization, and account.
This field is non-editable. The system sums the fee amount from the direct and indirect costs for this project, organization, and account.
This field is non-editable. The system sums the direct amount and fee plus indirect amount and fee together for this project, organization, and account.
This field is non-editable. The system displays the last time the budget for the project, organization, and account was changed.
Click this button to open a subtask where you can view the total direct, indirect, and fee entered for this project and organization.
Click this button to open a subtask where you can enter indirect expenses by pool number for this project, organization, and account.