Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Organization/Account Budgets Screen

Use the fields and options to configure the Manage Organization/Account Budgets screen.

Identification

Field Description
Organization

Enter, or click to select, the organization code for which you are entering budget information.

Fiscal Year

Enter, or click to select, the fiscal year to which this budget applies.

Revision

Select the revision to which this budget applies. The fiscal year and revision must already be set up on the Manage Budget Revisions screen.

Using the Clone Record option on the File menu, you can copy the original budget to the new revision number, then modify the copy to reflect the new requirements.

Table Window

Field Description
Account

Enter, or click to select, the account for which you are entering a budget. You enter a new line for each account. Each line has columns for each accounting period within the fiscal year, up to a maximum of 18. The account must already be linked to the organization.

Account Name

This non-editable field displays the name of the account.

Entry Group

This non-editable field displays the account entry group specified on the Manage Accounts screen.

Total Period Hours

If appropriate, enter the total budgeted hours for the account for all periods in the fiscal year.

Total Period Amount

Enter the total budgeted amount for the account for all periods in the fiscal year.

Period 1-18 Hours

For each accounting period in the fiscal year, enter the budgeted hours, if applicable. You can use the Spread, Fill, Move, and Escalate subtask links to streamline this process.

Period 1-18 Amount

For each accounting period in the fiscal year, enter the budgeted amount. You can use the Spread, Fill, Move, and Escalate subtask links to streamline this process.

Last Update

This field displays the date that the last change was made to the budget line. Costpoint updates this date automatically.

Subtasks

Subtask Description
Adjust Actuals Click this link to use the Adjust Actuals subtask to adjust the budgeted data to equal actual data for the fiscal year chosen. You can select the accounts to adjust, the range of periods to adjust to actual values, whether or not to spread the resultant variance, and the periods to which to spread variances.
Spread Click this link to use the Spread subtask to spread currency amounts and/or hours across a range of periods for the selected fiscal year and accounts.
Fill Click this link to use the Fill subtask to fill the currency amount and/or hours columns with the same data across a range of periods for the selected fiscal year and accounts. You can escalate the fill amount by a percentage for each period.
Move Click this link to use the Move subtask to move budgeted currency amounts and/or hours from one group of accounting periods to another group of accounting periods. Use this subtask with caution because previously existing data in the destination column will be overwritten and not retrievable. You can move values for one account or a selected range of accounts.
Escalate Click this link to use the Escalate subtask to escalate budgeted amounts and/or hours by a specified percentage for a range of accounts and accounting periods. If you escalate both hours and amounts, you can use different escalation percentages for hours and amounts.