Budget details (PMGI0010)
The table
The table shown on each filter tab contains the list of projects that match the criteria of the selected filter tab. The table on each tab has the following columns.
- Project ID
The unique ID for the project.
You can click the link to navigate to the Projects (PM301000) window and view the details of the selected project.
- Description
- The description of the project.
- Task ID
- The identifier of the task.
- Item ID
- The item that is used in the revenue or cost budget line.
- Account Group
- The account group of the revenue or cost budget line.
- Type
- The type of the budget line, which has one of the following values: Asset, Expense, Liability, Income, or Off-balance.
- Description
- The description of the revenue or cost budget line.
- Budgeted quantity
- The budgeted quantity of the revenue or cost budget line.
- UoM
- The unit of measure of the revenue or cost budget line.
- Unit rate
- The price of the specified unit.
- Budgeted amount
- The original budgeted amount of the revenue or cost budget line.
- Revised quantity
The revised quantity if the budget quantity has been revised for the project after the initial budgeting.
By default, this quantity is equal to the Budgeted quantity value specified for the line.
- Revised amount
The revised amount if the budget amount has been revised for the project after the initial budgeting.
By default, this quantity is equal to the Budgeted quantity value specified for the line.
- Actual quantity
- The total quantity of the released project transactions that correspond to the budget line with the complex key of project, project task, account group, item ID, and cost code (if applicable).
- Actual amount
- The total amount of the released project transactions that correspond to the budget line with the complex key of project, project task, account group, item ID, and cost code (if applicable).
- Committed amount
- The total amount of the commitments that are associated with the project, project task, and account group.
- Committed open amount
- The total open amount of the commitments that are associated with the project, project task, account group, item ID, and cost code (if applicable).
- Committed invoiced amount
- The total invoiced amount of the commitments that are associated with the project, project task, account group, item ID, and cost code (if applicable).
The Table filter tabs
Each of the default filter tabs listed below has a table whose records may be filtered by certain criteria.
- All records tab
- This tab lists all the existing project budget lines of any balance type ( Asset, Expense, Liability, Income, or Off-balance ).
- Expenses tab
- This tab lists all the existing project budget lines of the Expense type.
- Income tab
- This tab lists all the existing project budget lines of the Income type.