Costpoint Online Help

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Fill Subtask

Use this subtask to fill budgeted amounts into selected subperiods.

For a given project/organization/account combination, Costpoint spreads a specified budgeted direct and/or fee amount across a specified range of periods by replicating it for each subperiod within the specified range. You can also escalate the value with an escalation factor. This escalation occurs each subperiod within the specified range. The initial period and subperiod selected contain the base amount updated by the fill program. Each succeeding subperiod within the range selected is escalated by the factor entered in this subtask. For example, assume the program is run to update periods 1 - 4, with $100 per subperiod. Assume 2 subperiods per period, and an escalation factor of 2%. Period 1, subperiod 1 contains the base amount of $100. Period 1, subperiod 2 contains $102. Period 2, subperiod 1 contains $104.04.

You can enter budgets any time after setting up projects and budget revisions. This screen updates the Project Budget Direct table with amounts entered. Amounts existing in the Project Budget Direct table for the same project, organization, account, fiscal year, period, subperiod, and budget revision selected for update are updated. If no record exists in the Project Budget Direct table, one is created.

The program creates these records from either the Project/Org/Account or the Org/Account table depending on user setup. Therefore, you must exercise care when running this utility. For example, if you update all accounts for all subperiods, Costpoint creates a record in the Project Direct Budget table for all accounts in either the Project/Org/Account or Org/Account table (for the selected org only) for all subperiods of the selected fiscal year. For example, assume you are not validating orgs for project charging. If you have 100 accounts linked to this organization, there are 100 rows in the Org/Account table for this organization. If you have 12 periods in your fiscal year and 4 subperiods for each accounting period, you have a total of 48 subperiods. If you fill all accounts for all subperiods, you create 4,800 rows in the Project Direct table. The maximum table window size is 1,000 rows.

Select Accounts

Use this group box to limit the account rows that are created by this process.

Field Description
Range Option

Enter, or click the drop-down list to select, the range of accounts to update. Valid options are:

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

The default for this field is All.

From

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.

To

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.

Select Subperiods

Use this group box to limit the period for which a budget row is created by this process.

Field Description
Range Option

Enter, or click to select, the range of periods and subperiods to update. Valid options are:

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

The default for this field is All.

From

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.

To

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.

Escalate/Fill

You can fill a direct Amount, a Fee Percent, or a Fee Amount. If you enter a direct amount, this amount is added to existing amounts. If you enter a fee percentage, this amount replaces the existing fee.

Field Description
Amount

Select this option and then enter an amount in the Fee/Amount field.

Fee Percent

Select this option and then enter a fee percent in the Fee/Amount field.

Fee Amount

Select this option and then enter a fee amount in the Fee/Amount field

Fee/Amount

If you update a direct amount, the fee amount recalculates based on the new direct amount multiplied by the fee percentage. If you enter a fee percentage, the fee amount is recalculated based on this percentage. If you enter a fee amount, the fee percentage is modified to reflect the update.

Escalation %

Enter the escalation factor that you want to be used by the program. Note that this factor is applied by subperiod.

Apply

After you have made your selections, click the Apply button to update the table window. Only accounts with amounts modified by the update are displayed in the table window. You must save modifications to update the Project Direct Budget table. If you exit before saving, the table is not updated.