Spread Subtask
Use this subtask to spread cost and/or fee amounts across designated periods.
Amounts entered in this screen are added to existing records in the Project Direct Budget table for the given project, organization, fiscal year and budget revisions. You can enter direct cost or fee amounts. Specify a total amount to be spread. The program divides this amount by the number of subperiods selected for update and updates the account with these amounts. If you select multiple accounts for update, this amount is spread across each account.
You can enter budgets any time after setting up projects and budget revisions. This utility 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 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. Assume you are not validating organizations for project charging. If you have 100 accounts linked to this organization, there are 100 rows in the Org/Account table for this org. If you have 12 periods in his 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:
The default for this field is All. |
| From |
Enter, or click
|
| To |
Enter, or click
|
to select, the starting value for the range you want to include. If you select
Select Subperiods
Use this group box to limit the periods that have budget rows created for them by this process.
| Field | Description |
|---|---|
| Range Option |
Enter, or click
The default for this field is All. |
| From |
Enter, or click
|
| To |
Enter, or click
|
Spread
You can spread a direct Amount, a Fee Percent, or a Fee Amount. If you enter a direct amount, it is added to existing amounts. If you enter a fee percent, this amount replaces the existing fee.
| Field | Description |
|---|---|
| Amount |
Select his option and then enter an amount in the Fee/Amount field. This amount is added to amounts already in the columns. |
| Fee Percent |
Select this option and then enter a fee percent in the Fee/Amount field. The fee percent entered here replaces the fee percent that was previously entered. |
| 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 percent, the fee amount recalculates based on this percentage. If you enter a fee amount, the fee percentage is modified to reflect the update. |
| Apply |
After selections have been made, click the Apply button to update the table window on the main screen. 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. |