Accounting › Projects & Portfolios
Project Budgets
Versioned, because "what was the original budget" and "what is the budget now" are both asked and one mutable number answers neither.
Where to find it
- Module: Accounting
- Group: Projects & Margin
- Section: Projects & Portfolios
- Screen: Project Budgets
Address in the console: /accounting/project-budgets
List · 9 columns · 12 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Project | Code | project_no |
| WBS | Code | wbs_code |
| Version | Status | version |
| Type | Status | budget_type |
| Period | Code | period_code |
| Amount | Amount | amount |
| Change | Status | change_type |
| Approved by | Text | approved_by_name |
| Released | Yes or no | is_released |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Project required | Choice | Looked up from existing records | |
| Work breakdown element | Choice | Looked up from existing records | |
| Version | Choice | original, current, forecast, revised, baseline | |
| Type | Choice | cost, revenue, hours, headcount, capex, opex | |
| Cost element | Choice | Looked up from existing records | |
| Period | Text | ||
| Fiscal year | Number | ||
| Amount required | Number | ||
| Quantity | Number | ||
| Currency | Choice | Looked up from existing records | |
| Change type | Choice | initial, supplement, return, transfer_in, transfer_out | A supplement adds to an approved budget and is the event that needs approving; a transfer nets to zero. |
| Reason | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.