Budget Version (tpptc5100s000)
Use this session to maintain a top-down budget version for a selected project.
For each version you must:
- Enter a contract amount, profit fee and management reserve.
- Specify a start time, a currency and a budget date.
To support change tracking in long-term projects, you can create multiple versions of a single TPB analysis code. Create TPB analysis codes in the Generate Time-Phased Budget (tpptc5200m000) session. This session also determines which version is the current project version.
Field Information
- Project
-
The code that uniquely identifies the project.
- Project Status
-
The project status. If the status is Active, a new top-down budget version cannot be added and an existing version cannot be copied.
- Version
-
The code that uniquely identifies the top-down budget version.
- Version Status
-
The status of the top-down budget version.
Allowed values
- Free
-
You can modify all the data.
- Actual
-
You can modify the budget data and generate the control data. You can also log the budget history.
- Final
-
You cannot modify the budget data. You can only add or modify the budget lines using a budget adjustment. You can also log the actual budget history.
- Time Phased Budget Present
-
If this check box is selected, a time-phased budget has been generated for this top-down version.
- Create Time Phased Budget
-
Indicate whether the time-phased budget for the selected version must be generated or insert manually.
Allowed values
- Manual
-
The time-phased budget can only be inserted manually or imported.
- Generate
-
The time-phased budget can only be generated.
Note:This field is enabled only if:
- The Version Status is other than Final.
- The time-phased budget is not generated for the selected top-down version.
- Version Currency
-
The code that uniquely identifies the currency.
- Currency Rate/Rate Factor
-
rate
- Rate Factor
-
rate factor
- Rate/Rate Factor
-
home currency
- Contract Amount
-
The contract amount of the project contract. The contract amount includes the sum of all the contract line amounts. For a time phased budget version, the contract amount is expressed as:
Contract amount = profit fee + management reserve + distributed budget + undistr. budget. - Contract Amount
-
The contract amount in home currency.
- Profit Fee
- Profit Fee
-
home currency
- Management Reserve
- Management Reserve
-
home currency
- Distributed Budget
- Distributed Budget
-
home currency
- Undistributed Budget
- Undistributed Budget
-
home currency
- Creation Date
-
The date and time on which the top down budget version is created.
- Start Time
-
If you update the project from Free to Actual, you can enter the start time here. From this time the budget version is actual. Default the date of today is given, you can change it to a future date.
- Budget Date
-
The budget date that is used as the reference for currency transactions. By default, the budget date as specified for the project is added to the new budget lines.
- Text
-
If this check box is selected, the top down version has an associated text, which you can view by clicking the Text button on the toolbar.