Contents of the Create Project Budget From New Business Budget Screen
Use this screen to adopt a new business budget as the project budget after contract award by cloning the new business budgets.
Costpoint Planning reconciles the project and the new business budget to create a fully populated budget.
Contents
| Field | Description |
|---|---|
| Project ID |
Enter the Project ID in this field. |
| Create |
Click this button to create a populated budget. |
New Business
| Field | Description |
|---|---|
| Project ID |
This field displays the project ID. |
| Project Name | Enter the name of the project or click
to query or sort your search.
|
| Version |
This field displays the version number. |
| Periods |
This field displays the coverage period. |
| Start Date |
This field displays the Start Date. |
| End Date |
This field displays the End Date. |
| Link New Business budget to Project budget | Select this checkbox to enable bi-directional linking between the two budgets.
If you do not select the checkbox, you are also prompted to link the budgets after you click Create. |
| Modified |
This field displays the name of who modified the new business budget. |
| Created By |
This field displays the name of who created the new business budget. |
| Notes |
This field displays the comments or notes. |
Available Projects
| Field | Description |
|---|---|
| Project ID |
Enter the Project ID or click
|
| Project Name |
Enter the name of the project or click
|
| Periods |
This field displays the Periods covered for the budget. |
| Start Date |
This field displays the Start Date |
| End Date |
This field displays the End Date. |
to query or sort your search.