UPDATE PROJECT TOTAL BUDGET

Use this screen to update the screens in the Total Budgets menu with data entered in the screens in the Period Budgets menu. In the screens in the Period Budgets menu, you entered data for the individual periods and subperiods. This program transfers the information and summarizes it in Total Budgets to provide an overview of the total budget.

Because you can enter different budget revisions in the screens in the Period Budgets menu, you can use the Use Default Budget Revision ID for Year field to identify which revision is used to update total budgets. The revision that has the Current check box selected for the selected year on the Manage Budget Revisions screen is used in the update. The update includes all periods for all years from the Period Budgets menu, using the default revision from the year selected. Therefore, to properly update total budgets from period budgets, you must enter data into the screens in the Period Budgets menu using the same revisions across multiple years.

Run this screen only after entering information in the Period Budgets screens. You can run it as often as necessary.

Do not run this screen unless you entered information in the Period Budgets screens. This screen summarizes information from the screens in the Period Budgets menu and overwrites the screens in the Total Budgets menu. If a Period Budgets screen is blank, any data in the corresponding Total Budgets screen is deleted.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Projects

Use the fields in this group box to limit the projects that are updated. Per the preceding Warning, please exercise caution when selecting the projects to be updated.

Option

Use this drop-down list to select the range of projects you want to update. Valid options are:

The default for this field is All.

Start

The value entered in this field varies, depending on the range that you have selected. If you selected All projects, this field is inactive. If you selected One project, enter the project in this field. If you elected to update a Range of projects, enter the starting project in this field. If you selected From Beginning, this field is inactive. If you selected To End, enter the beginning project for the range in this field.

Click to select values from the appropriate table.

End

The value entered in this field varies, depending on the range that you have selected. If you selected All projects or One project, this field is inactive. If you elected to update a Range of projects, enter the ending project in this field. If you selected From Beginning, enter the ending project for the range in this field. If you selected To End, this field is inactive.

Click to select values from the appropriate table.

Options

Update Total Budgets For

Use this group box to select the amounts that you would like to update. Please exercise caution when making your selections by making sure that data exists in the period tables for each selection before running this application.

Project Direct, Indirect Costs and Fee

Select this check box to update the direct costs, indirect costs, and fee. Information entered on the Manage Project Budgets by Period screen updates the Manage Project Total Budget screen if you select this check box.

Project Other Fee

Select this check box to update the other fee. Information entered on the Total Budget subtask of the Manage Project Budgets by Period screen updates the Manage Project Total Budget screen if you select this check box.

Project GLC's

Select this check box to update the project GLCs. Information entered on the Manage GLC Budgets by Period screen updates the Manage GLC Total Budget screen if you select this check box.

Project PLC's

Select this check box to update the Project PLCs. Information entered on the Manage PLC Budgets By Period screen updates the Manage PLC Total Budget screen if you select this check box.

Use Default Budget Revision ID for Year

Enter, or click to select, the fiscal year whose default budget revision you want to use for the update. For each project selected, the revision that has the Current check box selected on the Manage Budget Revisions screen for the year selected is used in the update.