Costpoint Online Help

Contents of the Org Budgets/Outlooks Mass Utilities Screen

Org Budgets/Outlooks Mass Utilities enables you to apply budget processes and updates, to all or a range of organizations at once, instead of singly to each one.

Identification

Use the fields in this section 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 save query parameters for later reuse or for running the process as a scheduled job.   

Field Description
Parameter ID

Enter a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen.

When you save your record, all the selections made on the screen are stored with the parameter ID.

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 on the screen, you can override the defaults.

Description

Enter a parameter description of up to 30 alphanumeric characters.

Note: Parameter ID and Description are only required if Job Management will be used to run the process.

Budget

Field Description
Budget Type Select one of the following from the drop-down list:
  • Budget: Select this option to display the budget information.
  • Outlook: Select this option to display the EAC information.
Budget Status Select the status of the budget or outlook that you want to mass update. Choose from the following options:
  • Approved
  • Complete
  • Incomplete
  • New Organization
  • Working

Include

Field Description
Include Inactive Orgs

Select this checkbox to include organizations that have a status of Inactive.

Mass Update

From the Process drop-down list in this section, choose the process you want to run. Based on the options selected from Type (Budget or EAC) and Status (Approved, Complete, Incomplete, or Working), the Process menu is dynamically updated and displays the following options:

Field Description
Create Budget

Select this option to create a new budget from approved budgets and outlooks, or to create a starting budget for a new organization if New Organization is selected from Status.

Create Outlook

Select this option to create a new outlook from an approved outlook.

Approve

Select this option to approve budgets or outlooks that have a status of Complete.

Commit

Select this option to commit budgets or outlooks that have a status of Working.

Recommit

Select this option to recommit budgets or outlooks that have a status of Complete or Incomplete.

Complete

Select this option to recommit budgets or outlooks that have a status of Incomplete.

Escalation

Select this option to update escalation percent of Working status budgets or outlooks. Enter the percentage rate in Percent.

Non-Labor

Select this option to update Working status budgets or outlooks with new non-labor line items from the year you select in Source Year.

Non-Labor Reload

Select this option to reload non-labor line items to Working status budgets or outlooks from the year you select in Source Year.

Paid Time Off

Select this option to update the PTO pattern of Working status budgets or outlooks.

Utilization

Select this option to update utilization actuals for budgets or outlooks.

Selection Ranges

Use fields in this section, to select projects for processing. After you select them, click to run the update process.

Field Description
Organization From the drop-down list, select the option you want to use for selecting projects to process. Option include:
  • All: Select this option to process all projects that are affected by your selected processing parameters.
  • One: Select this option to select a single project for processing. When this option is selected, the Start field is enabled, where you can use Lookup to select the project you want process.
  • Range: Select this option to choose more than one but not all projects. When this option is selected the Start and End fields are enabled.
Start This field is enabled when One or Range is selected from the Projects drop-down list. Click to select the starting project if you are setting a range of projects, or to select a single project ID if you are processing one project.
End This field is enabled when One or Range is selected from the Projects drop-down list. Click to select the last project ID for the range of project IDs that you want to process.