MANAGE PROJECT UNIT BUDGETS BY PERIOD

Use this screen to enter unit budgets by project, CLIN, and fiscal year for selected items. Initialize this screen any time after setting up items by project and CLIN and budget revision numbers.

Location

Identification

Project

Enter, or click to select, the project level for which you want to enter budgets. The project description number defaults in the fields to the right.

Project Details

Fiscal Year

Enter, or click the drop-down list to select, the fiscal year for this budget.

Revision

Enter, or click to select, the revision number of this budget.

To have accurate project-to-date budget information printed on your project reports, you must use the same revision number for all period budgets for a given project. When printing project-to-date budget information, Costpoint sums the prior fiscal years/periods data for a selected budget revision. You cannot combine different budget revisions on a single report.

CLIN

Enter, or click to select, the CLIN number for which you want to enter budgets. Valid CLIN numbers for the project selected display in . The description of this CLIN displays to the right of the field.

Item

Enter, or click to select, the item number you want to budget. Valid item numbers for the project and CLIN selected display in . The description of this item displays below the field.

Item Revision

Enter, or click to select, the item revision you want to budget. Valid item revisions for the project and CLIN selected display in .

Project Unit Budgets by Period Detail

The table window stores subperiod budgets for the selected item.

Period

Enter, or click to select, the correct period number.

Subpd

Enter, or click to select, the correct subperiod number.

Number Of Units

Enter the budgeted number of units for the given subperiod.

Estimated Cost Per Unit

Enter the estimated cost per unit for the selected subperiod.

Subtasks

• Table Information

  Changes to this screen update the following tables:

  PROJ_BUD_UNITS

  ITEM_PRODUCT