Project Budgeting Tab of Accounting System Settings

Use the Project Budgeting tab to determine which project budgeting data is included in the Project Budget Worksheet.

Contents

Field Description
Show Job-to-Date Amounts Select this option if you want job-to-date information to display in the Project Budget Worksheet. The job-to-date amounts include all amounts associated with the project since its start date.
Show Estimate-to-complete amounts Select this option if you want estimate-to-complete (ETC) amounts to display on the Project Budget Worksheet. The estimate-to-complete total hours and amount represents the estimate of what is necessary to complete the project from today.
Show Estimate-at-Completion Amounts Select this option if you want estimate-at-completion (EAC) amounts to display on the Project Budget Worksheet. The estimate-at-completion hours and amount represents the current estimate of the total that will have been worked or spent at the project's finish.
Show Detail Starting and Ending Dates Select this option if you want start and end dates for each work breakdown structure (WBS) element that you enter in the planning grids to display in the Project Budget Worksheet.
Enable Budgeting by Vendor Select this option to see Vendor and Vendor Name columns on the Expense Cost tab and the Expense Billing tab of the Project Budget Worksheet.
  • If you select this option, you can budget by account and by vendor. Also, each row in an expense grid has a unique account and vendor combination.
  • If you do not select this option, each row in an expense grid is considered unique based on its account number.