Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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For more information:Searching Online Help

Setup

You can enter different budget versions, or "revisions," for a given project.

Enter these revisions on the Manage Project Budget Line Item Revisions screen with each revision identified by a particular code. This code is then referenced in the other Encumbrance Tracking screens in Costpoint Budgeting and ETC.

You can set up revisions at any level of the project. You can also set them up at more than one level of the project. For each project, you can designate only one revision as Current, which means that Costpoint uses this revision when computing over-budget amounts for a selected year.

After entering the budget revision, enter the specific accounts and their amounts that are evaluated for over-budget transactions on the Manage Project Budget Line Item Revisions screen. 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. The amount is the ceiling for this project/account combination for all organizations.

Keep in mind that encumbrance tracking is a separate function from budgeting. If you want to track project budgets, enter them in the screens in the Period  Budgets menu or the Total Budgets menu in Costpoint Budgeting and ETC.