Each plan
in the data library has a template budget for all activities associated
to the plan: base and option, turnkey and unit-of-measure. Each activity
has a template budget field in the data library - the unit cost for that
activity. Attaching activities to a plan creates the template budget field
for that plan in the data library.
Budget
updates - Keep your template budget updated constantly to reflect up-to-date
contracted cost information. When you start your next project the template
budget will reflect the latest cost information.
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Tasks
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Steps
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Add/Edit Template Budget Amount
for UM Activities
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Notes
Unit-of-Measure budgets are maintained at the Activities or Template
Budgets tab in the data library and are plan independent. The unit-of-measure
activities multiply the template budget amount times the quantity specified
in the plan's base or option fields to compute the total template budget
amount per activity or option.
Navigation Path
DL > Activities > Activities subtab > UM > Edit
Steps
- Select
Edit link.
- Enter
Template Budget Amount in text
box.
- Select
Save or
Save & Flowdown button to
apply amount at activity level [Budget change will apply in every location
the activity appears],
- or
Select Cancel button to return
to previous screen.
Navigation
Path
DL > Template
Budgets > Unit of Measure
Steps
- Enter
template budget amount in Revised Template
text box.
- Select
Save button [Budget change will
apply in every location the activity appear],
- or
Select Cancel button to return
to previous screen.
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Add/Edit Template Budgets
for TK Activities
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Notes
Turnkey budgets are maintained at the Plans and Template Budgets tabs
in the data library and are plan-dependent. [Plan activity budgets display
both turnkey and unit-of-measure activities.] At the plan level, template
budget amounts are edited only on Turnkey activities.
Navigation
Path
DL > Plans > Activities > TK > Edit
Steps
- Select the Edit
link.
- Enter the TK budget amount in the Template
Budget text box.
- Select Save
button to enter or update TK activity for plan selected only, or
- Select Save and
Update Additional Plans button to duplicate TK activity across
multiple plans in the data library.
- Select checkbox for applicable plans
- Select Update
Selected Plans or Update No Additional
Plans button
Navigation Path
DL > Template Budgets > Base or Option > Select Plan Name
Steps
- Select Plan Name.
- Enter the TK budget amount in the Revised
Template text box for the activity to be entered / edited.
- Select Choose
Plans checkbox to apply to update TK activity for additional plans,
if applicable
- Select additional plans to apply update TK
activity within
- Select Save
button to enter or update TK activity for plan[s] selected, or
- Select Cancel
button to return to previous screen.
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Update Template Budget
with ProForma Budgets
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Navigation Path
DL > Template Budgets > Update with Pro Forma Budgets
Notes
This function will update the current template budgets with the current
proforma budgets for all plans, including base activities and option activities
associated with the selected project.
Steps
- Select Update
with Pro Forma Budgets link.
- Select the project to update the Template Budget
with.
- Select the Copy
button to update the template budget.
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Search & Filter Template Budget
Fields
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Navigation Path
DL > Template Budgets
Notes
- Template Budget screens may be searched by activity
code at all tabs.
- Template Budget screens may be sorted by trade,
plan, type, category, or option at selected tabs within the template budgets
tab
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