Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Update Project Budgets Screen

Use the fields and options to configure the Update Project Budgets screen.

Identification

Use the fields in this block 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 use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, 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, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

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, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Projects

Use these fields to limit the projects that are recalculated.

Field Description
Option

Use this drop-down list to select the range of projects to include in the recalculation. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting project to be recalculated. Only active projects are available in . If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project to be recalculated. Only active projects are available in . If you select All, One, or To End in the Option field, this field is inactive.

Options

Budget Type

Use the options in this group box to select the budget type.

Field Description
Baseline

Select this check box to recalculate the baseline budget for the selected projects. This check box is selected by default.

Workplan

Select this check box to recalculate all workplan budgets for the selected projects. This check box is selected by default.

Update Burden Template

Select this check box to update burden template rates for all selected budgets. If you modify a burden template (modify or add a pool rate, or modify the base accounts), use this process to reapply the new rate for a cost pool to your project budget.

Change Burden Template To:

Select this check box to modify the burden templates for the selected budgets. Use the drop-down list to select the burden template. Create and review burden templates on the Manage Burden Templates screen.

Update T & M Rates

Select this check box to update T&M rates for all selected budgets. The program uses the Manage Rate Sequence Orders screen to determine the most recent rate.

Process

Click to recalculate the selected projects.