Units Subtask
Use this subtask to enter unit amounts for the project's budget.
You can use this subtask to budget for materials or quantities for a project. You can budget by item numbers that can be attached to a contract line item number or price catalog.
Table Window
To enter a new row, click
.
Field | Description |
---|---|
Organization |
Enter, or click
All organizations are available in
|
Organization Name |
This non-editable column displays the name of the organization entered in the Organization column. |
Account |
Enter, or click
|
Account Name |
This non-editable column displays the name of the account entered in the Account column. |
Reference No |
Note: This column does not appear unless you select the
Budget Using Ref Number and Ref Name check box on the Configure Project Budget Settings screen.
Enter, or click
|
Vendor |
Enter, or click
|
Vendor Name |
This non-editable column displays the Vendor name. |
Subcontract No |
Enter a contract or subcontractor number. This column is optional. |
CLIN |
Enter, or click
|
Price Catalog |
Enter, or click
|
Item |
Enter, or click
The items available for
|
Item Revision ID |
This column displays the revision for the selected item. |
Fiscal Year |
Enter, or click
Note: This column does not display unless you select the
Budget by Period check box on the Info tab.
|
Period No |
Enter, or click
Note: This column does not display unless you select the
Budget by Period check box on the Info tab.
|
Units |
Enter the quantity of units for this budget row. Costpoint multiplies the unit quantity by the unit cost or price amount to arrive at the budget amount for this row. |
Approved CO Units |
This non-editable column displays any units entered into an approved change order for this Account/Organization/Reference No/CLIN/Price Catalog/Item/Vendor combination. |
Total Units |
This column displays the total of Units and Approved CO Units. If you modify this number, the Units column recalculates. |
Cost Per Unit |
Enter the cost per unit for the item on this line. |
Cost Budget Amount/Revenue Budget Amount |
This column displays the product of the Total Units multiplied by the Cost Per Unit. If you modify this column, the Total Units amount recalculates based on the Cost Per Unit amount. This column is titled Revenue Budget Amount if you have selected the Unit Price Budgeting method on the Info tab or Cost Budget Amount if you have selected the Unit Cost Budgeting method. |
Approved CO Amount |
This non-editable column displays the product of the Approved CO Units multiplied by the Cost Per Unit amount. |
Revised Amount |
This non-editable column displays the sum of the Cost Budget Amount plus any Approved CO Amount. This column does not include any profit amount. |
Multiplier |
This editable column displays a default amount, which is multiplied by the Revised Amt to produce the Total Budget Amt for this row. Changing the Profit Amount recalculates this column. The default amount, and whether the multiplier is used on the budget amount and/or revised budget amount, is determined on the Info tab. |
Profit Amount |
Use the Multiplier to calculate the profit amount for this row, or enter a Profit Amount and Costpoint calculates the Multiplier. For example, if the budget amount is 100,000 and the Multiplier is 1.5, the Profit Amount is 50,000. If you then change the Profit Amount to 25,000, the Multiplier recalculates to 1.25. |
Approved CO Profit Amount |
This non-editable field displays the profit portion for the approved change orders of this row. Only change orders entered with cost and profit amounts separately display an amount in this column. |
Total Budget Amount |
This non-editable field displays the sum of the Revised Amount, Profit Amount, Approved CO Profit Amount and columns. |
Unallocated Amt |
Note: This column does not display unless you selected the Budget by Period check box on the Info tab.
This non-editable field displays the difference between the total budget amount and the budget amounts that were spread over fiscal years and periods. For those rows that do not use fiscal years and periods, this amount is the same as the Total Budget Amount column. |