Copy Budget to Estimates (tpest1205m100)
Use this session to copy the budget of an existing project to the estimate lines of a (new) project. The estimate lines are copied from the bottom-up budget.
You can access the session from the Action menu, in the Estimate Lines (tpest2100m000) session.
The element or activity structure of the source and target projects must be the same.
Field Information
- Source
-
- Project
-
The code that identifies the project.
- Description
-
The description or name of the code.
- Project Status
-
The status of the project.
Allowed values
- Free
- Active
- Finished
- Closed
- Archived
- Budget Type
-
The budget that must be copied from the source project.
Allowed values
- Element
-
The project is used to monitor the cost of elements. This option is applicable only if an element budget is available for the source project.
- Activity
-
The project is used to monitor the cost of activities. This option is applicable only if a bottom up activity budget is linked to the source project.
Note: By default, the element budget is used, if both the element and activity budget are defined for the project. If the element or activity is not defined for the source project, an error message is displayed.
- Plan
-
The plan specified for the activity budget, to be copied. The value is defaulted from the plan specified for the source project.
- Description
-
The description or name of the code.
- Target
-
- Project
-
The code that identifies the project.
- Description
-
The description or name of the code.
- Project Status
-
The status of the project.
Allowed values
- Free
- Active
- Finished
- Closed
- Archived
- Version
-
The estimate version.
- Description
-
The description or name of the code.
- Version Status
-
The status of the estimate version.
Allowed values
- Free
-
If the status is Free, you can change or add data.
- Final
-
If the status is Final, data is frozen.
Note: Using the Details... option you can select the relevant cost types.
- Options
-
- Delete Structure Data
-
If this check box is selected, the application deletes the structural element data of the estimate line.
- Create Structural Elements
-
If this check box is selected, structural elements are created for the target estimate structure. To create structural elements, an element structure, activity structure or both, must be defined in the source.
Note:- This option is used only if the structural elements are not defined for the target project.
- The structural elements can be created only if the activity or element structure types are similar.
- Structural Elements of the type Cost Component and Extension are created for the estimate line, if defined, for the target estimate version.
- The check box is disabled if the Delete Structure Data check box is selected.
- Create Project-related Cost Objects
-
If this check box is selected, the application generates project related cost objects for the new project.
- Process Report
-
If this check box is selected, the process report for the specified data is printed.
- Error Report
-
If this check box is selected, the error report for the specified data is printed.