Units Subtask

Use this subtask to enter unit amounts for the project's budget.

You can use this subtask to budget for materials or quantities for a project. You can budget by item numbers that can be attached to a contract line item number or price catalog.

Table Window

To enter a new row, click .

Field	Description
Organization	Enter, or click to select, the organization for this units row. The owner organization is the default in this column. All organizations are available in . This field is required.
Organization Name	This non-editable column displays the name of the organization entered in the Organization column.
Account	Enter, or click to select, the account for this units row.
Account Name	This non-editable column displays the name of the account entered in the Account column.
Reference No	Note: This column does not appear unless you select the Budget Using Ref Number and Ref Name check box on the Configure Project Budget Settings screen. Enter, or click to select, the reference number for this unit's row. This column is optional and, if you choose to use the reference feature, be sure that your actual cost data for this project is also being tracked with reference numbers. This ensures correct variance reporting for actual versus budgeted.
Vendor	Enter, or click to select, the vendor for this unit row.
Vendor Name	This non-editable column displays the Vendor name.
Subcontract No	Enter a contract or subcontractor number. This column is optional.
CLIN	Enter, or click to select, a Contract Line Item Number (CLIN) for this unit. After you make a selection, the price is the default value in the Cost Per Unit column. This column is optional, and you can modify the Cost Per Unit column. Create CLINs and link them to Item Numbers on the Manage CLIN Information screen. You can use only one CLIN or Price Catalog per row.
Price Catalog	Enter, or click to select, a price catalog for this unit row. Create price catalogs on the Manage Product Price Catalogs screen. You can use only one Price Catalog or CLIN per row.
Item	Enter, or click to select, an item for this unit row. Enter items as part IDs on the Manage Parts screen; enter service IDs on the Manage Services screen; enter goods IDs on the Manage Goods screen. The items available for depend on the CLIN or Price Catalog selected for this row.
Item Revision ID	This column displays the revision for the selected item.
Fiscal Year	Enter, or click to select, the fiscal year for this unit's row. Any existing fiscal year is accepted. Note: This column does not display unless you select the Budget by Period check box on the Info tab.
Period No	Enter, or click to select, the period for this fee row. Any existing period is accepted. Note: This column does not display unless you select the Budget by Period check box on the Info tab.
Units	Enter the quantity of units for this budget row. Costpoint multiplies the unit quantity by the unit cost or price amount to arrive at the budget amount for this row.
Approved CO Units	This non-editable column displays any units entered into an approved change order for this Account/Organization/Reference No/CLIN/Price Catalog/Item/Vendor combination.
Total Units	This column displays the total of Units and Approved CO Units. If you modify this number, the Units column recalculates.
Cost Per Unit	Enter the cost per unit for the item on this line.
Cost Budget Amount/Revenue Budget Amount	This column displays the product of the Total Units multiplied by the Cost Per Unit. If you modify this column, the Total Units amount recalculates based on the Cost Per Unit amount. This column is titled Revenue Budget Amount if you have selected the Unit Price Budgeting method on the Info tab or Cost Budget Amount if you have selected the Unit Cost Budgeting method.
Approved CO Amount	This non-editable column displays the product of the Approved CO Units multiplied by the Cost Per Unit amount.
Revised Amount	This non-editable column displays the sum of the Cost Budget Amount plus any Approved CO Amount. This column does not include any profit amount.
Multiplier	This editable column displays a default amount, which is multiplied by the Revised Amt to produce the Total Budget Amt for this row. Changing the Profit Amount recalculates this column. The default amount, and whether the multiplier is used on the budget amount and/or revised budget amount, is determined on the Info tab.
Profit Amount	Use the Multiplier to calculate the profit amount for this row, or enter a Profit Amount and Costpoint calculates the Multiplier. For example, if the budget amount is 100,000 and the Multiplier is 1.5, the Profit Amount is 50,000. If you then change the Profit Amount to 25,000, the Multiplier recalculates to 1.25.
Approved CO Profit Amount	This non-editable field displays the profit portion for the approved change orders of this row. Only change orders entered with cost and profit amounts separately display an amount in this column.
Total Budget Amount	This non-editable field displays the sum of the Revised Amount, Profit Amount, Approved CO Profit Amount and columns.
Unallocated Amt	Note: This column does not display unless you selected the Budget by Period check box on the Info tab. This non-editable field displays the difference between the total budget amount and the budget amounts that were spread over fiscal years and periods. For those rows that do not use fiscal years and periods, this amount is the same as the Total Budget Amount column.