Project budget (PM309000)
- Add and update budget records of any type for any project
- View transactions and commitments that correspond to budget lines
- Upload to and export budget lines of any type from Excel
- Import and export budget lines of any type with the help of integration scenarios
The window toolbar
| Element | Description |
|---|---|
| View transactions | Opens the Project transactions (PM304000) window in a pop-up window. This window shows the list of project transactions that correspond to the selected budget line. |
| View commitment details | Opens the Commitments (PM306000) window in a pop-up window. This window shows the list of commitments that correspond to the selected budget line. This button appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. |
The table
| Element | Description |
|---|---|
| Project | The identifier of the project. |
| Project task | The identifier of a project task. If you select a project that has the default project task, this task is automatically populated in the column. |
| Item ID | The item that is associated with the budget line. By default, the system populates this column with the empty item code, which is initially N/A and can be changed in the Empty item code field in the Project accounting preferences (PM101000) window. |
| Cost code | The cost code that is associated with the budget line. You can change the cost code value for each line. The column is shown if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Account group | The account group of the budget line. |
| Description | The detailed description of the budget line. |
| UoM | The unit of measure of the budget line. If a stock item is selected in the Item ID column, the UoM column is automatically filled in with the base unit of measure of this stock item, which can be changed to another UoM available for the item. |
| Original budgeted quantity | The budgeted quantity of the budget line. |
| Unit rate | The price of the specified unit of the budget line. |
| Original budgeted amount | The budgeted amount of the budget line. For the original budgeted quantity, UoM, and unit rate specified for the line, the amount is calculated as Original budgeted amount = Original budgeted quantity * Unit rate. |
| Revised budgeted quantity | If the Change order workflow check box is cleared for the project on the Summary tab of the Projects (PM301000) window, you can change the quantity manually. |
| Revised budgeted amount | The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting. By default, this amount is equal to the Original budgeted amount value specified for the line. |
| Revised committed quantity | The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. |
| Revised committed amount | The total amount of commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. |
| Committed revised quantity) | The total received quantity of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window. |
| Committed invoiced quantity | The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window. |
| Committed invoiced amount | The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. |
| Committed open quantity | The total open quantity of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window. |
| Committed open amount | The total open amount of the commitments that are associated with the project, project task, and account group. This column appears only if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. |
| Actual quantity | The total quantity of the lines of the released customer invoices that correspond to the budget line. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window. |
| Actual amount | The total amount of the lines of the released customer invoices that correspond to the budget line. |
| Type | The type of the account group of the budget line that can be one of the following:
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