MAINTAIN PROJECT LINE ITEM BUDGETS

Use this screen to enter the accounts and their amounts that will be subject to over ceiling calculations when the Calculate Over Budget Transactions screen (Projects » Budgeting and ETC » Encumbrance Tracking) is executed. You can enter accounts for multiple budget revisions, but only the revision that has been designated as "Current" in the Maintain Project Budget Line Item Revisions screen (Projects » Budgeting and ETC » Encumbrance Tracking) will be used in the over ceiling calculation. This screen is used in connection with encumbrance tracking.

Set up this screen before you execute the Calculate Over Budget Transactions screen. Maintenance is required whenever accounts or amounts need to be changed or when new revisions need to be entered.

Project

Enter, or use to select, a project. The non-editable field to the right displays the project description.

Revision

Using the drop-down list, select a valid revision for this project. You can enter data for any revision, but only the revision that has a Y in the Current field in the Maintain Project Budget Line Item Revisions screen (Projects » Budgeting and ETC » Encumbrance Tracking) will be used in the over ceiling calculation.

Line Item Budget Amounts

Account

Enter, or use to select, an account for which you want to enter budget data. You can enter either Summary or Detail account ceilings. However, you cannot enter a ceiling for both the Summary and Detail levels of the same account branch. In other words, you can enter a ceiling at only one level of the account. In addition, you must place the ceiling at or above the charging account level in order for it to be evaluated.

Account Name

This non-editable column displays the account name of the selected account.

Budget Amount

Enter the amount of the budget ceiling for this account. Note that this amount is the ceiling for this project/account combination for all organizations.