Use this screen to update the screens in the Total Budgets menu with data entered in the screens in the Period Budgets menu. In the screens in the Period Budgets menu, you entered data for the individual periods and subperiods. This program transfers the information and summarizes it in Total Budgets to provide an overview of the total budget.
Because you can enter different budget revisions in the screens in the Period Budgets menu, you can use the Use Default Budget Revision ID for Year group box to identify which revision will be used to update Total Budgets. The revision that has a Y in the Current field for the selected year in the Maintain Budget Revisions screen (Projects » Budgeting & ETC » Period Budgets) will be used in the update. The update will include all periods for all years from the Period Budgets menu, using the default revision from the year selected. Therefore, to properly update Total Budgets from Period Budgets, you must enter data into the screens in the Period Budgets menu using the same revisions across multiple years.
Run this screen only after entering information in the Period Budgets screens. You can run it as often as necessary.
Use the fields in this group box to limit the projects that will be updated. Per the preceding Warning, please exercise caution when selecting the projects to be updated.
Use this drop-down list to select the range of projects you want to update. Valid options are:
All
One
Range
From Beginning
To End
The default for this field is All.
The value entered in this field varies, depending on the range that you have selected. If you selected All projects, this field is inactive. If you selected One project, enter the project in this field. If you elected to update a Range of projects, enter the starting project in this field. If you selected From Beginning, this field is inactive. If you selected To End, enter the beginning project for the range in this field.
Use to select values from the appropriate table.
The value entered in this field varies, depending on the range that you have selected. If you selected All projects or One project, this field is inactive. If you elected to update a Range of projects, enter the ending project in this field. If you selected From Beginning, enter the ending project for the range in this field. If you selected To End, this field is inactive.
Use to select values from the appropriate table.
Using this drop-down list, select the fiscal year whose default budget revision you want to use for the update. For each project selected, the revision that has a Y (Yes) in the Current (default) field in the Maintain Budget Revisions screen for the year selected will be used in the update.
Use this group box to select the amounts that you would like to update. Please exercise caution when making your selections by making sure that data exists in the period tables for each selection before running this application.
Select this check box to update the direct costs, indirect costs, and fee. Information entered in the Project Budgets by Period screen (Projects » Budgeting and ETC » Period Budgets) will update the Project Total Budget screen (Projects » Budgeting and ETC » Total Budgets) if you select this check box.
Select this check box to update the other fee. Information entered in the Total Budget subtask of the Project Budgets by Period screen (Projects » Budgeting and ETC » Period Budgets) will update the Project Total Budget screen (Projects » Budgeting and ETC » Total Budgets) if you select this check box.
Select this check box to update the project GLCs. Information entered in the GLC Budgets by Period screen (Projects » Budgeting and ETC » Period Budgets) will update the GLC Total Budget (Projects » Budgeting and ETC » Total Budgets) if you select this check box.
Select this check box to update the Project PLCs. Information entered in the PLC Budgets By Period screen (Projects » Budgeting and ETC » Period Budgets) will update the PLC Total Budget screen (Projects » Budgeting and ETC » Total Budgets) if you select this check box.
Click this icon on the toolbar to update the selected project(s) with the selected parameters.