General
The Budgeting tab of Project Control allows setting predefined budgets for each project. Costs are grouped into each budget category based on how the rule is set up. The Purchase Order Cost, Actual Cost, and Committed Cost columns are updated based on transaction data. The Purchase Order Cost column will display the dollar value of unreceived items on PO's for each category. The Actual Cost column will display the actual cost for items shipped out for each category. The Committed Cost column will show the cost of assigned or produced material for production items, the received cost for purchase order items, and the cost of packed/cartonized for stock items.The Budgeted Cost and Budgeted Price columns are updated from imported data.
Import: Opens a window to allow selecting and importing a Budget Template.
Export: Exports the currently displayed budget into Excel. The Export button can also be used create a blank Budget Template file from a project with no budget amounts.
ReCalc: Recalculates the Purchase Order Cost and Actual Cost columns. The Purchase Order Cost and Actual Costs are dynamically updated from transaction data, but the ReCalc button can be used to recalculate in cases where purchase order or shipping transactions are happening in another screen or Adjutant session.
Rule Setup
Project Type: This field references the two character Project Type code from the Project Types rule. This is used to set up budgets for each specific Project Type.
Item CommCode: This field references the Item Commodity Code to use when grouping transactions into budget categories. A commodity code should not be matched with multiple budget codes.
Budget Code: This field references the budget code (budcode column) used on the Budget Import Template. A budget code can be used with more than one commodity code. For example, commodity codes BEM & COL for Beams and Columns could both be mapped to the same STR (Structural) budget code.
Billcode: This field should match the 2 character code from the Billcode rule record that this budget category should be tied to.
Labor (checkbox): This should be checked for any Labor budget categories.
Sales Tax (checkbox): This should be checked for the Sales Tax budget category.
Import Template
The import template can be downloaded
here. An import template can also be created by hitting the 'Export' button on the Budgeting tab.
buddesc: Name displayed in the Project Budgeting screen for the associated budget code. For example, Structural could be put in this column for budget code STR.
cost: Budgeted cost for the category.
price: Budgeted price for the category.
acost: This column should be 0 for import. This will be filled out with the Actual Cost if a budget is exported.
pcost: This column should be 0 for import. This will be filled out with the Purchase Order Cost if a budget is exported.
keyno: This column should be empty for import. Keyno values will display on exported budget, but should be removed prior to import.
budcode: Budget code from the Project Budget Map rule. This must match a valid budget code entry in the rule, which is tied to the project type being imported.
sorter: Numerical sort order for the Budgeting grid. Enter a unique number from 1 to 99 on each line to set the display sort order for each line.
totline: This column should be "n" or empty for import. This will be "y" to indicate a total line if a budget is exported.
commitcost: This column should be 0 for import. This will be filled out with the Committed Costed if a budget is exported.
