Project - Budgets Tab

The Project - Budgets tab allows you to add organizations for budgeting as well as maintain budget values within budget categories. The tab is divided into two panes, including a task and organization hierarchical structure pane and a budget categories pane with budget details.

Presentation and behavior of the Budgets tab relies on project control settings such as Budget Method, Variance Level, Organization Variance Responsibility and Budget Category Variance Responsibility. For example, the Budgets tab displays tasks down to the level where budgeting is allowed based on the Budget Method. If Budget Method is Variance, tasks display down to the Variance Level. If Budget Method is Detail, the full task hierarchy displays. The variance settings affect which tasks, organizations and budget categories may be budgeted on the Budgets tab. For more information, see Project Budgeting Overview.

The Budgets tab is also closely tied with the Project Tasks and Earned value tabs. For more information, see Project - Tasks tab and Earned Value tab.

You can use the Show Levels button to collapse and expand a pane. The levels correspond to the nodes displayed on the pane. The number of levels listed depend on the node levels displayed on the pane. These are not the same as task levels. Select Show All Levels to fully expand the pane. Selecting one of the other levels expands or collapses the pane to that specific level. Selecting the last level listed is the same as selecting Show All Levels.

Tasks and Organizations Pane

The Tasks and Organizations pane displays a hierarchical list of tasks and budgeted organizations for the project. The task structure on this pane cannot be edited.

The following rules apply for budgeted organizations:

• Organizations can be added only to the lowest level task displayed in the list. This is the variance level for Variance Budget Methods and the leaf (lowest) level for Detail Budget Methods.
• Organizations can be added only for active or pending active status that are associated with the project's authorized companies based on Posting Group.
• Organizations can be changed if they only exist in a Draft state.
• Organizations added in the Budgets tab for projects with Detail Budget Method will result in addition of a responsible organization in the Earned Value tab, if one does not already exist.

Freeze Pane Feature

A freeze pane feature is available to lock columns on the tasks and organizations pane. Click on the bar at the far left, hold the right mouse button and slide the bar to the right so that it covers the column(s) to freeze. Lock the selected columns by releasing the mouse button.

Note: Organization rows display in italics to differentiate them from task rows, which are not italicized.

Column Name		Description
	Flag	Displays a red flag when one or more values have been edited for an organization row. In addition, a white flag will display for organizations that have transactions against them but have not been budgeted; for more information, see Derived Budget Rows. The Variance Indicator displays on task columns to show where variance is tracked.
	Name	Displays the task and organization hierarchy. For task rows, this displays the task name. For budgeted organizations, it displays the name of the organization. Name can be edited only when an organization row has been added.   Note: Organizations in a Final state cannot be changed. An organization that contains no charges can be deleted.
	Manager	Displays the manager assigned to the task or budgeted organization, i.e., task manager or budget manager. The budget manager can be changed on organization rows if the Budget Method has been set to Variance. With Variance Budget Method, when an organization is added, the Manager comes from parent variance task and can be edited whether in Draft or Final state. With Detail Budget Method, when an organization is added, the Manager comes from the responsible organization on variance task that its parent task belongs to. The Manager on the detailed budget organizations is read-only but may be modified on the Earned Value tab. See Project for more information about setting Budget Method.
	Fee Type	Displays the fee type of the task or organization line item.
	Company	Displays the related company. For task rows, this displays the task's assigned company. For organization rows, this displays the company associated with the organization that is budgeted.
	Initial Budget Hours	Displays the sum of Initial Budget Hours values in the right pane across budget categories for budgeted organizations.
	Budget Hours	Displays the sum of the Budget Hours values in the right pane across budget categories for budgeted organizations.
	Calculated Budget Hours Change	Displays the sum of the Calculated Budget Hours Change values in the right pane across budget categories for budgeted organizations.
	Initial Budget Cost	Displays the sum of Initial Budget Cost values in the right pane across budget categories for budgeted organizations.
	Budget Cost	Displays the sum of the Budget Cost values in the right pane across budget categories for budgeted organizations.
	Calculated Budget Cost Change	Displays the sum of the Calculated Budget Cost Change values in the right pane across budget categories for budgeted organizations.
	Initial Budget Effort	Displays the total budget value that exists in Final when the project is opened. This is the sum of Initial Budget Effort for all Budget Categories.   Note: For Initial Budget Effort that is not zero, an inactive budget category displays as a column.
	Budget Effort	Displays the budget amount. This is the sum of Budget Effort for all Budget Categories.
	Calculated Budget Effort Change	Displays the Calculated Budget Effort Change which is calculated as: Budget Effort - Initial Budget Effort for all Budget Categories.

Budget Categories Pane

The Budget Categories pane displays the budget categories for each task and organization row. Budget details for each task and organization are provided for each budget category displayed.

The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

The initial values display as a reference point for values that can be changed on the screen; they retain the value from when the screen was initially loaded and are the current values in the Final state for the project.

Column Name		Description
	Initial Budget Hours	Displays the initial budget hours value from Final for the budget category.
	Budget Hours	Displays the current budget hours value entered by the user for the organization row and budget category. Budget Hours can be added or changed for active Budget Categories on organization rows. Any Budget Hours that display for an organization row on an inactive Budget Category is read-only. Any modification to Budget Hours displays a red flag in the Flag indicator column.
	Calculated Budget Hours Change	Displays the amount the budget has changed (Budget Hours – Initial Budget Hours) from the initial budget value entered while the project has been in a Draft state. This is updated as values change.
	Initial Budget Cost	Displays the initial budget cost value from Final for the budget category.
	Budget Cost	Displays the current budget cost value entered by the user for the organization row and budget category. Budget Cost can be added or changed for active Budget Categories on organization rows. Any Budget Cost that displays for an organization row on an inactive Budget Category is read-only. Any modifications to Budget Cost displays a red flag in the Flag indicator column.
	Calculated Budget Cost Change	Displays the amount the budget has changed (Budget Cost – Initial Budget Cost) from the initial budget value entered while the project has been in a Draft state. This is updated as values change.
	Initial Budget Effort	Displays the initial budget effort value from Final for the budget category.
	Budget Effort	Displays the current budget effort value entered by the user for the organization row and budget category. Budget Effort can be added or changed for active Budget Categories on organization rows. Any Budget Effort that displays for an organization row on an inactive Budget Category is read-only. Any modifications to Budget Effort displays a red flag in the Flag indicator column.
	Calculated Budget Effort Change	Displays the amount the budget has changed (Budget Effort – Initial Budget Effort) from the initial budget value entered while the project has been in a Draft state. This is updated as values change.

Inactive Budget Categories can display in a column under certain conditions, such as an organization that has non-zero Initial Budget Effort value or Effort TD value.