To open the Budget Distribution window:
- Open the project or shell cost sheet.
- Click the Edit menu and select Budget Distribution. The Budget Distribution window opens.
- Use the information in the table below to enter budget information as necessary.
- Click OK to save and exit.
Item | Description |
|---|---|
Project or Shell Capital Budget |
|
Project or Shell Expense Budget |
|
Scope of Budget |
|
Comments | A text field for any budget-related comments. |
Undistributed Capital Amount |
|
Undistributed Expense Amount |
|
Lock Date | If the budget is currently locked, the lock date displays. |
Status | Shows if the budget is currently locked or unlocked. |
Lock/Unlock Explanation (View) | Click the View link to open an audit log that lists the dates, times, and explanations for lock and unlock budget instances. |
Project or Shell Currency | Displays the currency used in the project or shell. This may differ from the base currency. |
Base Currency | Displays the base currency used for your company. |
Exchange Rate | This is the calculation that is used to convert the base currency to the project or shell currency. |
No. of Attachments | Displays the number of files, if any, attached to the budget window. Click on the link to view or download. |
Budget Distributed Amount | The lower part of the window displays each CBS code row that appears on the cost sheet. Enter the budget amount for each one. Clicking on a CBS code link will open the CBS Detail window. |
Attach | Click this button to attach files to the budget distribution window. |
Save & Lock | This button is available if the budget is currently unlocked. Clicking it locks and distributes the budget. You will be prompted to provide an explanation for this action. |
Unlock | This button is available if the budget is currently locked. Clicking it unlocks the budget to allow for modification to the budget window and cost sheet rows. You will be prompted to provide an explanation for this action. |
Audit Log | This button accesses the audit log, which records budget activity. |