Amounts Subtask
Use this subtask to view, copy, or create cost records for vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.
The following fields display on the Materials subtask:
Field | Description |
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Hide | Click this button to hide project budget/EAC rows that have the
Hide Row check box selected.
Note: This button only displays if the
Enable Subtask Row Hide check box is selected.
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Unhide | Click this button to display hidden project budget/EAC rows.
Note: This button only displays if the
Enable Subtask Row Hide check box is selected.
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Column Headings | Description |
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Hide Row | Select this check box if you want to hide the project budget/EAC resource.
Note: This column displays only if the
Enable Subtask Row Hide check box is selected.
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Warnings | This column displays the number of warnings that occurred per record.
Note: The Warning messages display on the Warnings subtask.
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ID Type | Select the ID Type for Amount Type you selected. The options that display vary depending on the value selected in Amounts Type.
If you chose Materials, options include:
If you chose Subcontractor, options include:
If you chose Material Handling, options include:
If you chose Travel, options include:
If you chose Consultant, options include:
If you chose Other Direct Cost, options include:
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ID | Click to select the ID. |
Name | This column displays the resource name. |
Explanation | Use the this column to enter a description, purpose, or general explanation of the associated cost for any option selected from the Amounts Type list, such as Travel, Materials, Vendor, and so on. |
Acct ID | This column displays the labor account ID of the resource. |
Org ID | This column displays the Org ID of the resource. |
Rev | Uncheck the box in this column for any individual resource where you do not want revenue calculated. |
Brd | This column displays the overhead expenses for the project selected. |
Total Inc Pending |
This column displays the total EAC amount plus the current pending charges. |
Pending |
This column displays the pending charges. |
Prev EAC | This column displays the value of the previous EAC.
Note: The
Prev EAC column is included only on Working status EACs.
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Total |
Enter the total amount for the resource in this field. You can then manually distribute the amount per period, or click the Tab key to display the Distribute dialog box, where you can choose to automatically distribute the total amount across all the periods. This method divides the value that you enter in Total by the total number of periods and then distributes the result equally across them. For example, if the total is 1000 and there are 12 periods, 83.33 is applied to each period. For EACs, the distributed value is automatically adjusted to reflect actuals. Note: The Distribute dialog box also includes a
Spread Points section, where the fields are display-only. The values in these fields populate from the Manage Distribution Spread Methods configuration application.
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YY-MM-DD | Begins with the current month and shows data back six months. |
Warnings Subtask
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.
Column Headings | Description |
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Cost Type | This column displays the cost type. |
ID Type | This column displays the ID Type. |
ID | This column displays the ID. |
Name | This column displays the name of the resource. |
Org ID | This column displays the Org ID. |
Acct ID | This column displays the account ID. |
Warning | This column displays the warning message. |
Fill Value
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 | ||||||||
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Select Fill Method |
The Select Fill Method drop-down list provides three 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.
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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. |