MANAGE PROJECT TOTAL BUDGET

Use this screen to enter the total budget for a project, organization, and account. Total budgets include direct, indirect, fee and cost of money amounts. Total budgets also track the budgeted costs for this project and organization regardless of the life of the project.

Figures entered here display on the Project Status Report (PSR) as budgeted amounts.

PSR Year to Date (YTD) and Inception to Date (ITD) amounts come from this screen and include any figures entered in the Other or Additional Fee group box on the Total Budget subtask.

YTD and ITD amounts do NOT come from this screen if you have entered percentages or amounts in the Manual Fee Override group box on the Total Budget subtask. Those Manual Fee Override amounts, plus any Other or Additional Fee, display as the YTD and ITD amounts on the PSR.

For more information, see "The Project Budget Process" topic.

Location

Identification

Project

Enter a project, or click to select one. After you enter or select a project, the description and the level number for the project display.

Organization

Enter an organization number or click to select an organization. After you enter or select an organization, the description for the organization displays.

Direct

Account

Enter an account, or click to select one.

Account Name

This field displays the name of the account entered in the Account field.

Function Code

This non-editable field displays Costpoint-defined function code assigned to the selected account.  You can assign the function code on the Manage Project Account Groups screen.

Budget Amount

Enter a budget amount for this project, organization, and account.

Fee %

Enter a fee percent for this project, organization, and account combination. Costpoint calculates the fee amount based on this percent. As you move from one account to the other, Costpoint defaults the Fee % from the previous line.

To override this column, highlight a budget row, click the Total Budget button, and enter a Fee % in the Manual Fee Override group box on the Total Budget subtask. When you use the Manual Fee Override group box, the override Fee %, plus any amount entered in the Other Fee field in the Other or Additional Fee group box, acts as the budgeted Fee % for this project account row.

Fee Amount

Enter a fee amount for this project, organization, and account. This field is calculated by Costpoint but can be modified. When you override the amount, the Fee % recalculates only if the percent is blank or zero.

To override this column, highlight a budget row, click the Total Budget button, and enter a Fee % in the Manual Fee Override group box on the Total Budget subtask. When you use the Manual Fee Override group box, the override figure, plus any amount entered in the Other Fee field in the Other or Additional Fee group box, acts as the budgeted fee amount for this project account row.

Total Burden

This field is non-editable. The application summarizes the indirect burden amounts on the Indirect subtask for this project, organization, and account.

Total Burden Fee

This field is non-editable. The application summarizes the indirect burden fee amounts on the Indirect subtask for this project, organization, and account.

Total Fee

This field is non-editable. The application sums the fee amount from the direct and indirect costs for this project, organization, and account.

Total Budget

This field is non-editable. The application sums the direct amount and fee plus indirect amount and fee together for this project, organization, and account.

Last Update

This field is non-editable. The application displays the last time the budget for the project, organization, and account was modified.

Subtasks

• Table Information

  Changes to this screen update the PROJ_TOT_BUD_DIR table.