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"
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    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

Update Project Total Budget

Use this screen to update the screens in the Total Budgets menu with data entered in the screens in the Period Budgets menu.

In the screens in the Period Budgets menu, you entered data for the individual periods and subperiods. This program transfers the information and summarizes it in Total Budgets to provide an overview of the total budget.

Because you can enter different budget revisions in the screens in the Period Budgets menu, you can use the Use Default Budget Revision ID for Year field to identify which revision is used to update total budgets. The revision that has the Current check box selected for the selected year on the Manage Budget Revisions screen is used in the update. The update includes all periods for all years from the Period Budgets menu, using the default revision from the year selected. Therefore, to properly update total budgets from period budgets, you must enter data into the screens in the Period Budgets menu using the same revisions across multiple years.

Run this screen only after entering information in the Period Budgets screens. You can run it as often as necessary.

Warning: Do not run this screen unless you entered information in the Period Budgets screens. This screen summarizes information from the screens in the Period Budgets menu and overwrites the screens in the Total Budgets menu. If a Period Budgets screen is blank, any data in the corresponding Total Budgets screen is deleted.