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 to query or sort your search.

Project Name

Enter the name of the project or click to query or sort your search.

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.