Entering Distribute Costs to Budget Detail Rows

Use the Budget Plan page (PC_BUD_GENERAL) to create and view all budget plans associated with a project, and initiate the Get Plan feature to populate budget detail rows.

Navigation:

Project Costing, Budgeting, Budget Plan, Budget Plan

Click the Get Plan button on an active budget plan row to launch the Distribute Costs to Budgets process. This process creates budget detail rows based on activity resource amounts. If the budget plan has a budget type of Cost, the system uses the cost amounts from the Resources by Activity page on the detail budget rows. If the budget plan has a budget type of Revenue, the system uses the bill amounts from the Resources by Activity page on the detail budget rows.

• If existing budget detail rows do not exist for the selection plan, the Distribute Costs to Budgets process creates new budget detail data.

• If existing budget detail rows exist for the selected plan, the Distribute Costs to Budgets process appends the cost data to the existing budget data.

The Distribute Costs to Budgets process completes one of these actions:

• If the Allow Get Plan Distribution by Department installation option is activated, the Distribute Activity Resource Costs page appears.

• If the Allow Get Plan Distribution by Department installation option is not activated, the system creates budget detail rows for budget calendar periods for the general ledger business unit and department ID from the budget items that are entered on the Resources by Activity page.

See Setting Up Budgets in PeopleSoft Project Costing

Use the Distribute Activity Resource Amounts page (PGM_COST_PCT) to enter general ledger business units, department IDs, and distribution percents for the system to use to distribute resource amounts to budget detail rows.

Navigation:

Click the Get Plan button on the Budget Plan page when the Allow Get Plan Distribution by Department option on the Installation Options - Project Costing is enabled.

This example illustrates the fields and controls on the Distribute Activity Resource Amounts page. You can find definitions for the fields and controls later on this page.