Launch Estimate to Budget (tpest2200m000)

Use this session to launch a budget from the estimate line. The budget lines must be deleted, because the launched estimate lines do not overwrite the budget lines. All estimate-version structure types cannot be launched.

Defaults

On the Defaults tab, you must enter values for the default fields. These values are used if LN cannot find the values in the estimate version and tries to launch the estimate project.

Note

To include the indirect cost/surcharges in an estimate version, you must either set the surcharge amount on the budget lines to zero, or modify the estimate lines with indirect cost to direct costs, when you launch an estimate. Use the sundry costs to update the budget with the surcharges. In the Launch as Sundry Lines group box, select the Surcharge Amount, Escalation Amount, and the Contingency Amount check boxes to balance the total value of the estimate and the budget.

 

Launch Estimate
Source
Project

The project code.

Status

The project status. To launch an estimate to a project budget, the project status must be Free or Active.

Version
Status

The estimate version status can be Free or Final if you launch an estimate.

If the estimate-version status is Free, you can add structures to the estimate version, change the version amount, and so on. For example, you can still change the primary structure for one of the other additionally added structures.

If the estimate-version status is Final, the estimate version is frozen. You can only change the status back to Free and/or change the sort structure.

Launch Options
Top-Down Budget

If this check box is selected, the top-down budget is launched.

Element Budget

If this check box is selected, the element budget is launched.

Activity Budget

If this check box is selected, an activity budget is launched.

Relaunch Estimate Lines

If this check box is selected, you can relaunch estimate lines.

Note

In the budget, you must delete the previously launched estimate lines.

Skip Zero Quantities

If this check box is selected, the budget for an estimate is not launched, if the value of the quantity of the cost objects is zero.

Use Control Code of 'Derived from' Cost Object

If this check box is selected, the application uses or derives the control code of the standard cost object for the cost object. The value of the Control Function field, Cost Object is defaulted for the project cost object that is generated.

For example, if the standard cost object used on an estimating line is 100000 Engineering and the control code for the task is 1000. One project specific cost object 10000001 must be created. Therefore, the default control code value is 1000 and the control function value, Cost Object, is defaulted for the cost object that is generated.

Explode Reference Activity to Budget

If this check box is selected, LN checks the reference activity and creates budget lines based on the resources linked to the reference activity and the mapping defined for the resources and the project cost objects.

If this check box is cleared, LN links the reference activity to the project activity. To link multiple reference activities to a project activity, LN creates additional activities that are linked to each reference activity.

Note

If this check box and the Use Matching Task Codes check box is selected in the Project Budget Parameters (tpptc0100s000) session, Infor LN considers this sequence to generate the budget lines:

  1. Project specific mapping defined for the resources
  2. Standard mapping defined for the resources
  3. Identical task code
Launch as Sundry Lines
Surcharge Amount

If this check box is selected, the surcharge amounts of the estimate are added as a budget line with the Sundry Costs cost type.

Surcharge Amount

The surcharge amounts of the estimate are added as a budget line with the Sundry Costs cost type.

Escalation Amount

If this check box is selected, the escalation amounts of the estimate are added as budget lines with the Sundry Costs cost type.

Escalation Amount

The escalation amount of the estimate added as budget lines with the Sundry Costs cost type.

Contingency Amount

If this check box is selected, the contingency amount of the estimate is added to the project as a budget line with the Sundry Costs cost type.

Contingency Amount

The contingency amount of the estimate is added to the project as a budget line with the Sundry Costs cost type.

Target
Budget Version

The top-down budget version.

Plan

The plan code. The plan can differ from the plan of the estimate version. However, the plan must be the project’s leading plan.

Extension

The extension code. The estimate lines of this extension are launched as budget lines.

Note

You can link an extension only if you have linked a structure of type Extension in the Estimate Versions (tpest1100m000) session.

Report Options
Information Messages

If this check box is selected, a process report is printed which displays the information and error messages that occur during launching. All information and error messages can be viewed in the Message Log (tpest0505m000) session.

Errors

If this check box is selected, a process report is printed which displays the information and error messages that occur during launching. All information and error messages can be viewed in the Message Log (tpest0505m000) session.

Defaults
Budget
Element

The element linked to the project.

Activity

The activity linked to the project.

Cost Component

The default cost component used as a budget line cost component. You can do so only if:

  • You do not use a cost-component structure.
  • No cost object is used on the launched estimate line.

If a new cost object is generated because the estimate line cost object is empty and if the check boxes in the Cost Object Generation group box are selected, the cost component for the budget line is taken from the default cost component. Note that the project cost control levels in the Project - Cost Control Levels (tppdm6102m000) session must be selected for the cost component level.

Cost Type

The default cost type for estimate lines which do not have a cost type specified on the line. The budget lines, for an estimate line wherein the cost type is not specified, are created based on the corresponding default cost object defined for the selected cost type. For example, if the cost type Materials is selected, the default cost object defined for Material is used.

Allowed values

Cost Type

Budget Status

The status of the budget lines created by the launch of the estimate to budget.

Cost Object
Material

If the cost type is Materials and the estimate line does not have a cost object, budget lines will be created for this cost object.

Labor

If the cost type is Labor and the estimate line does not have a cost object, budget lines will be created for this cost object.

Equipment

If the cost type is Equipment and the estimate line does not have a cost object, budget lines will be created for this cost object.

Subcontracting

If the cost type is Subcontracting and the estimate line does not have a cost object, budget lines will be created for this cost object.

Sundry Cost

If the cost type is Sundry Costs and the estimate line does not have a cost object, budget lines will be created for this cost object.

Unit

The unit code.

Note

Units are decided based on the units specified in the estimate lines. If the unit specified is different from the units of the standard cost object then based on the user’s input on the launch form new cost object is generated

Time Unit

The time unit code.

Note

Units are decided based on the units specified in the estimate lines. If the unit specified is different from the units of the standard cost object then based on the user’s input on the launch form new cost object is generated

Cost Object Generation
Cost Object Not Filled
Material

If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.

Labor

If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.

Equipment

If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.

Subcontracting

If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.

Sundry Cost

If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.

Cost Object of type 'Control Code'
Material

If this check box is selected, the corresponding values entered in the Number Group and Series group box in the Project Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary.

Labor

If this check box is selected, the corresponding values entered in the Number Group and Series group box in the Project Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary.

Note

LN always assigns the next free sequence number to the control code.

Equipment

If this check box is selected, the corresponding values entered in the Number Group and Series group box in the Project Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary.

For example, control code 20 appears twice and the length of the sequence is two digits. The codes 2001 and 2002 are generated. The maximum number of positions of the equipment code is 10. The original code entered in the Estimate Lines (tpest2100m000) session must contain less than 10 positions so that a sequence number can be assigned.

Subcontracting

If this check box is selected, the corresponding values entered in the Number Group and Series group box in the Project Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary.

Sundry Cost

If this check box is selected, the corresponding values entered in the Number Group and Series group box in the Project Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary.

Conversion Factors
Conversion Factors

The conversion factor for the item.

Allowed values

  • Yes: LN copies the conversion factors to the target item, and approves them directly.
  • No: LN copies the conversion factors to the target item. However, you must use the Conversion Factors (tcibd0103m000) session, to approve the conversion factors manually.
  • Not Applicable: LN copies the conversion factors to the target item. The approved conversion factors remain approved, and the unapproved conversion factors remain unapproved.

 

Launch

Launches the estimate to the budget.