You can choose the option that determine how the budget of an activity is distributed.
To set up budget distribution for activities at the schedule sheet level
- Open a schedule sheet.
- Choose File > Budget and Progress Setup > Schedule Sheet. The Default Budget and Progress Method Setup window opens.
- Under the Activity Budget Distribution Profile section, choose an option. This option will apply to all activities in the schedule sheet, unless it is overridden by the selection of a different option for an individual activity.
Data Element Name | Description |
|---|---|
Linear | This option distributes the activity budget linearly. |
S-curve Sigma Mu % | This option distributes the activity budget based on Sigma and Mu values. S-curve calculations are based on Sigma and Mu values that are provided as setup parameters. The system will generate data using following probability density function:
Parameters in this equations are: X is determined based on the number of periods. Mu is the mean that is calculated based on user input. Sigma is the standard deviation that is used based on user input. |
On Start and Finish % budgeted on Start and Finish | This option distributes the activity budget based on the Start and Finish Dates of the activity. % budgeted on Start: This option allows you to enter the percentage that should be budgeted on start of the activity. % budgeted on Finish: This is a read-only field, and is calculated based on the % budgeted on Start value. The value for this filed is (100 - % budgeted on Start). |
Import distribution data from external sources | This option allows Unifier to import progress data from Primavera. Data mapping is required in the schedule sheet to ensure the spread will be populated correctly in the EV sheet. All required fields must be mapped. |
Distribution profile based on resource | This option distributes the cost of a role per activity by rolling up the rate of all the resources assigned to the activity. If hard booked resources are allocated, the total cost = (role rate) x (currency rate) x (quantity.) If the resources are not allocated, the total cost is manual entry (from a formula). In a schedule sheet’s activity, you will need to match the activity’s total cost to the role cost total. The total amount is rolled up to the cash flow module to create a cash flow profile based on the resource(s) cost on the activity. |
The tables below show incremental and cumulative examples of how these three options work, and the differences between them. This data is assumed for these examples:
- Start Date: 01/1/2009
- Finish Date: 12/1/2009
- Total Cost: $12000.00
- For S-Curve: Sigma = 2 and Mu = 50%
- For Start and Finish: % budget distribution on start = 5%, % budget distribution on finish = 95%