Adjust Actuals Subtask

Use this subtask to adjust period budgeted amounts to actuals incurred. You can also use this subtask to create a budget based on actual cost data.

Variance amounts between budgeted cost and actual costs can be spread across selected periods within the same fiscal year. Note that the program cannot cross fiscal years.

You can enter budgets at any time after setting up projects and budget revisions. This utility updates the Project Budget Direct table with activity from the Project Summary table. Therefore, any selected account/organization that exists in the PROJ_SUM table (that is, any account/organization with activity in the selected fiscal year) is copied into the Project Budget Direct table. Amounts existing in the Project Budget Direct table for the same project, organization, account, fiscal year, period, subperiod, and budget revision selected for update are overwritten.

Select Accounts

Field	Description
Range Option	Select the range of accounts to update. Valid options are: All One Range From Beginning To End The default for this field is All.
From	Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.
To	Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.

Adjust To Actuals Subperiod Range

Field	Description
Range Option	Select the range of periods and subperiods to update. Valid options are: All One Range From Beginning To End The default for this field is All.
From	Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.
To	Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.
Sum Actuals for Lower Level Projects	Select this check box to show the sum of the actual amounts from the lower level projects.
Sum Actuals for Lower Level Orgs	Select this check box to show the sum of the actual amounts from the lower level organizations.
Spread Variance	Select this check box to spread the variance between budgeted and actual amounts over remaining subperiods. If you spread variance amounts, use the fields in the Receive Variance Subperiod Range group box to determine the period and subperiod range over which you want to spread these amounts. This range must not overlap with the range of periods that is being updated with actuals. For example, if you are updating periods 1 — 6 (including all subperiods) with actual costs, the period over which you elect to spread your variance cannot overlap with this range. You must spread the variance over periods greater than period 6. If you have a 12-period fiscal year in the example, you could spread these amounts over periods 7 — 12.

Receive Variance Subperiod Range

Field	Description
Range Option	Select the range of periods and subperiods over which you want to spread variances. Valid options are: All One Range From Beginning To End The default for this field is All.
From	Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.
To	Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.
Adjust	Click this button to apply the budget modifications you have entered.