Units Subtask
Use this subtask to view, copy, or create unit‑related records.
The following fields display on the Units subtask.
| Field | Description |
|---|---|
| Warnings | This column displays the number of warnings that occurred per record. |
| Item Type * | Select the item type you want to enter. Choose from the following options:
|
| CLIN/Catalog * | Select the CLIN/Catalog you want to enter. |
| Item * | Select the item you want to enter. |
| Revision | This column displays the revision number of the resource. |
| Acct ID * | This column displays the account ID of the resource. |
| Org ID * | This column displays the organization ID of the resource. |
| Vendor | This column displays the vendor's name of the resource. |
| Subcontract No | This column displays the subcontract number of the resource. |
| Cost Per Unit | This column displays the cost per unit of the resource. |
| Unit Price | This column displays the unit price of the resource. |
| Rev | Clear the check box if you do not want revenue calculated on this resource. |
| Brd | Clear the check box if you do not want burden calculated on this resource |
| Cost | Clear the check box if you do not want cost calculated on this resource. |
| Total | This column totals the numbers for each resource during the date range selected for the budget. |
Warnings
Use the Warnings subtask to view messages that identify potential issues on Working Status budgets for the selected record. This subtask displays only if warnings exist.
Fill Values
This subtask displays only on Working status budgets or EACs. Use the fields on the screen to configure options for auto-filling the period columns with data from existing sources.
Start by selecting the row(s) you want to update and then click the Fill Values subtask link to display the Fill Values to Selected Record/s form, where you can select a fill method and set date parameters.
| Field | Description |
|---|---|
| Select Fill Method | The Select Fill Method drop-down list provides four different options, which are described in more detail in the table below. Additional fields may display depending on the method selected, and each method requires you to select the range of periods you copy from. For example, if Start Period set to 12/31/23 and End Period is set to 4/30/24, data for the selected method is captured for that range of periods. After you click Fill, the row or rows that you selected in the subtask populate with information encompassed by those dates. The table below describes the four different fill methods and any additional fields that display. |
| Copy from Source Record | Select this option to copy subtask row details from one resource to another. A Source Record field displays on the dialog box that enables you to select the record you want to copy from. |
| Specify Units | Select this option to fill the period columns of the selected rows with a specific number of units. A Units field displays on the dialog box, where you can type the units. |
| Use Start Period Units | Select this option to copy the units that exist in the selected starting period to all periods up through the selected ending period. For example, if you set Start Period to 12/31/23 and End Period to 9/30/24, the units that exist in the first period are copied to every period up to 9/30/24. |
| Fill | After you have selected your fill method and set the start and end dates, click Fill to populate the period columns of the selected rows in the Hours subtask. |
Notes
This form displays the note associated with the amount of vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.