Project Progress - Budgets Tab

The Project Progress - Budgets tab allows you to view tasks and organizations and adjust budget details by budget category.

Additional Information

The Budgets tab displays tasks to the budget level established in the project. If Budget Method is = Detail, the full task hierarchy displays. If Budget Method is = Variance, tasks display down to the Variance Level. The tab is divided into two panes, which includes a task and organization hierarchical structure pane and budget categories pane with budget details.

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

Click 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. Text on organization rows displays in italics.

Note: Organizations cannot be added or deleted in Project Progress.

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 column 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.
	Manager	Displays the manager assigned to the budget. On tasks rows, displays the task manager. On organization rows, displays the budget manager. The budget manager can be changed on organization rows if the Budget Method has been set to Variance. With Detail Budget Method, the Manager comes from the responsible organization on variance task that its parent task belongs to. The Manager on the organizations is read-only in the Budgets tab 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 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 budget amount. This is the sum of Budget Cost for all Budget Categories.
	Calculated Budget Cost Change	Displays the sum of Calculated Budget Cost Change values in the right pane across budget categories for budgeted organizations.
	Initial Budget Effort	Displays the budget value from when the screen was initially loaded. This is the sum of Initial Budget Effort for all Budget Categories.
	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 budget cost from Final for each budget category.
	Budget Cost	Displays value which can be edited on budgeted organizations rows; allows for input of budget cost by budget category on an organization row. Budget Cost values must be positive.
	Calculated Budget Cost Change	Calculated for each budget category as: Budget Cost - Initial Budget Cost.
	Initial Budget Effort	Displays the initial budget value, on organization rows, for budget effort values from Final for the budget category.
	Budget Effort	Displays the current budget effort value entered for the organization row and budget category. Budget Effort can be changed only for active Budget Categories where the Posting Period of Project Progress is the earliest Open posting period. Budget Effort cannot be changed on Derived Budget Rows. Any inactive Budget Effort that displays for an organization row 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.

Note: If all budget values for a column are set to zero and no actual effort exists, after the project is submitted to a Final state and then reopened, the budget category will no longer display.