Distribution of Activity Resource Amounts to Budget Details

The system uses these rules to determine how to distribute activity resource amounts:

  • If the project is associated with a project request, costs or revenue amounts from the Resources by Activity component are distributed to budget detail rows proportionately, based on the general ledger business unit and department IDs amounts defined on the Project Request - Costing page. In this case, the Distribute Activity Resource Amounts page does not appear when you click the Get Plan button, regardless of the Installation Options setting.

  • If the project is not associated with a project request, and the Allow Get Plan Distribution By Department option is selected on the Installation Options - Project Costing page, the Distribute Activity Resource Amounts page appears.

    Users enter one or more general ledger business units, department IDs, and distribution percents for the system to use to distribute amounts from the Resources by Activity page to budget detail rows.

    The values you enter on the Distribute Activity Resource Amounts page override any general ledger business units and department IDs on the budget items entered on the Resources by Activity page.

  • If the project is not associated with a project request, and the Allow Get Plan Distribution By Department option is not selected on the Installation Options - Project Costing page, amounts from the Resources by Activity component are distributed to budget detail rows using the ChartField values defined on the budget items.

When the Get Plan process distributes amounts from the Resources by Activity page according to the percentage distribution of the general ledger business unit and department ID combination, each row from the Resources by Activity page generates a separate budget detail row for each unique general ledger business unit and department ID combination.

If the general ledger business unit and department ID values are defined in the Budget Item ChartFields, they are overridden by the values from the Project Request - Costing page or Distribute Resource Activity Amounts page. All other ChartField values defined for the budget item are carried over to the budget detail row.

Note:

If you select the Allow Get Plan Distribution By Department option on the Installation Options - Project Costing page, you must use the Distribute Activity Resource Amounts page to define the general ledger business unit and department ID when using the Get Plan feature for all projects that are not associated with a project request.