Contents of the Manage Project Total Budget Screen

Use the fields and options to configure the Manage Project Total Budget screen.

Identification

Field Description
Project

Enter a project, or click to select one. After you enter or select a project, the description and the level number for the project display.

Organization

Enter an organization number or click to select an organization. After you enter or select an organization, the description for the organization displays.

Direct

Field Description
Account

Enter an account, or click to select one.

Account Name

This field displays the name of the account entered in the Account field.

Function Code

This non-editable field displays Costpoint-defined function code assigned to the selected account. You can assign the function code on the Manage Project Account Groups screen.

Budget Amount

Enter a budget amount for this project, organization, and account.

Fee %

Enter a fee percent for this project, organization, and account combination. Costpoint calculates the fee amount based on this percent. As you move from one account to the other, Costpoint defaults the Fee % from the previous line.

To override this column, highlight a budget row, click the Total Budget button, and enter a Fee % in the Manual Fee Override group box on the Total Budget subtask. When you use the Manual Fee Override group box, the override Fee %, plus any amount entered in the Other Fee field in the Other or Additional Fee group box, acts as the budgeted Fee % for this project account row.

Fee Amount

Enter a fee amount for this project, organization, and account. This field is calculated by Costpoint but can be modified. When you override the amount, the Fee % recalculates only if the percent is blank or zero.

To override this column, highlight a budget row, click the Total Budget button, and enter a Fee % in the Manual Fee Override group box on the Total Budget subtask. When you use the Manual Fee Override group box, the override figure, plus any amount entered in the Other Fee field in the Other or Additional Fee group box, acts as the budgeted fee amount for this project account row.

Total Burden

This field is non-editable. The application summarizes the indirect burden amounts on the Indirect subtask for this project, organization, and account.

Total Burden Fee

This field is non-editable. The application summarizes the indirect burden fee amounts on the Indirect subtask for this project, organization, and account.

Total Fee

This field is non-editable. The application sums the fee amount from the direct and indirect costs for this project, organization, and account.

Total Budget

This field is non-editable. The application sums the direct amount and fee plus indirect amount and fee together for this project, organization, and account.

Last Update

This field is non-editable. The application displays the last time the budget for the project, organization, and account was modified.

Subtasks

Subtask Description
Total Budget Click this link to open a subtask where you can view the total direct, indirect, and fee entered for this project and organization.
Indirect Click this link to open a subtask where you can enter indirect expenses by pool number for this project, organization, and account.