Generate Budget Cost Analysis Time Phased (BIRST) (tpptc3211m000)

Use this session to generate budget cost analysis for a time-phased budget for a range of projects. If an approved baseline is not available in the project, the data created is based on the Budget Line Date.

Field Information

Selection Range

Project: The From and To fields define a range of: codes that identifies the project.

Budget Settings

Process Options

Indicates whether you must create or update the budget cost analysis version.

Allowed values

Create Cost Analysis Version
Update Cost Analysis Version

Use Actual Budget Cost Analysis Version

If this check box is selected, actual budget cost analysis version as defined on the project is updated and the value specified in Budget Cost Analysis Version is cleared and disabled.

Note: This checkbox is enabled only if the Process Options is set to Update Cost Analysis Version.

Budget Cost Analysis Version

The budget cost analysis version.

Note: This field is enabled only if the Use Actual Budget Cost Analysis Version check box is cleared.

Update Actual Budget Cost Analysis Version

If this check box is selected, the specified cost analysis version is updated as the actual cost analysis version and replaces any previous cost analysis version defined for the selected project.

Note: This check box is enabled only if the Use Actual Budget Cost Analysis Version check box is cleared.

Budget Type

The budget type.

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 unique code that identifies the plan. It is applicable only if the actual budget is based on activities.

Rates

Exchange Rate Type Budget: The exchange rate type used for the project. The exchange rate type can be changed if you analyse a single project. If you want to analyse more than one project Infor LN takes the exchange rate type of each project analysis code.
Use Budget Line Date: If this check box is selected, the budget line date is considered for the exchange rate date for the budget cost analysis.
Rate Date: The date and time considered to calculate the exchange rate for the budget cost analysis.

Include Costs from

Budget with Status Free: If this check box is selected, budget with the status Free are included in the budget-cost analysis.
Budget with Status Actual: If this check box is selected, budget with the status Actual are included in the budget-cost analysis.
Budget with Status Final: If this check box is selected, budget with the status Final are included in the budget-cost analysis.
Extensions: If this check box is selected, extensions are included in the budget-cost analysis.
Extensions: If this check box is selected, contingency amount of the bottom-up budget (Labor, Material, Subcontracting, Equipment, and Sundry Costs) is calculated and stored in project budget.