Budget Generation

When you run the Generate process, the system creates in PeopleSoft Program Management's ARL the project team and activity resource team information along with bill and cost rates. Resource lines with markup or markdown appear in the ARL as custom rate type lines.

The Generate process then creates revenue and cost budget plans. In doing this, the Generate process calls the Get Plan Application Engine process (PGM_SPREAD) to spread the budget detail based on the defined calendar and any markup or markdown amounts appear as single rows per resource line on the Budget Detail page. For example, if there two bill rows and a 10 percent markup, the system creates one line for each resource row as follows:

Line Number	Row Type	Results
Line 1	Resource row	11,600 USD
Line 2	10% markup of resource row 1	1,160 USD
Line 3	Resource row	40, 000 USD
Line 4	10% markup of resource row 2	4,000 USD

For more information on the Get Plan process, refer to PeopleSoft Project Costing's budgeting process.