Use the following procedure to create a Project Budget Change record.
To Create a Project Budget Change Record
Step 1 From the Budget page above, click Budget Changes in the Related Links – Capital Project Budget portal section.
Step 2 Review the page that appears. The page displays a list of Project Budget Change records. Click Add to add a new Project Budget Change record.
Step 3 Review the form that appears. Specify the details regarding the Project Budget Change record.
General Tab
The General tab has sections that provide a brief description of the general attributes of the Project Budget Change record. You can enter all general information and specifications regarding the Project Budget Change record in these sections.
Note – The read-only fields in this section are populated only when you click the Create Draft action.General Section
This section gives all the general information regarding the Project Budget Change record.
ID Enter a unique number identifying the Project Budget Change record being created.
If this field is left blank, the system automatically generates this number at the time of creating the Project Budget Change record.
Revision The system displays the revision number indicating the number of times the current record is revised. You can revise/modify the record by clicking the Revise action that is displayed on the Action bar.
Note – Each time you revise or modify the record, the value displayed in this field is incremented by one.Status The system displays the status of the Project Budget Change record. The various possible statuses of the Project Budget Change record are explained below:
Draft – Indicates that the Project Budget Change record is yet to be created.
The system displays this status when you click the Create Draft action in the Action bar.
Review In Progress – Indicates that the record has been sent for approval and is yet to be approved by all the members in the distribution list. The system generates this status on clicking the Issue action in the Action bar. On approval, the record goes to the Issued state, else the record returns to the previous state.
Retired – Indicates that the record is removed temporarily from the active management list. The system generates this status when you click the Retire action in the Project Budget Change record Action bar.
Revision In Progress – Indicates that the record is being revised to add/modify the existing details. The system generates this status when you click the Revise action in the Project Budget Change record Action bar.
Completed – Indicates that all the processes associated with the record is complete. The system generates this status on clicking the Complete action in the Action bar.
Date Use the Calendar icon to select the date on which the Project Budget Change record was created. By default, the system displays the current date.
General Section
Name Enter a name that identifies the Project Budget Change record being created.
Currency The Project Budget Change uses the same currency that is used for the project that the budget belongs to.
Items Section
In this section, you can retrieve the cost code(s) for which the budget amount has to be changed.
Use the Find action to select the Cost Code records. In the Query window, the system displays the available records that are retrieved from the Cost Code page. Selected the required cost code(s) and click OK. The system generates Project Budget Change Cost Item record and displays it as line item.
The system displays the selected details such as ID, name of the cost code, and the revised amount.
The Changes field lets you enter the revised budget for the Cost Code record.
Note – The data entered here will be summed up and displayed in the Summary section of the respective Cost Code record.To delete a record, select the check box of the respective record and click the Remove action in the Section bar. The selected record gets deleted from the section.
Recorded By Section
Use the Search icon to identify the person for whom this Project Budget Change record is being created. In the search list, the system displays a list of People records from the People page. Select the record you want to add and click OK. The selected person will be displayed in this section.
Note – You can access the person’s record by clicking the hyperlinked Name field label.Form Actions
The following table lists the common actions available and a description of each.
Action Name Description
Create Draft Click the Create Draft action to save all initial data entered in the new record.
The system changes the status of the record to Draft and displays additional actions on the Action bar. The actions include Issue, Save, Save & Close, More, Copy, Delete, and X (Cancel).
Save Click the Save action to save the changes made.
Save & Close Click the Save & Close action to save the changes and close the active window.
X Click the X (Cancel) action to terminate the changes made and also to close the active window.
Note – Clicking the Cancel action without saving the record will erase all the data you have entered in the record.Copy Click the Copy action to create a copy of the selected record.
On clicking the Copy action, a copy of the record is created (in the Draft status) and displayed in the appropriate page wherein the details can be modified as required.
Issue Click the Issue action to add the record to the active management list.
On clicking Issue action, the system changes the status of the record to Review In Progress and after all the members in the distribution list have approved the record, the record status becomes Issued.
The system refreshes the record and displays a different set of actions on the Action bar. These actions include Complete, Revise and Retire.
Complete Click the Complete action to complete the tasks associated with the record.
The system changes the status of the record from Issued to Completed.
Delete Click the Delete action to remove the record permanently from the active management list.
Action Name Description
More Depending on the record and its status, clicking the More action displays several more actions including those discussed above. Click the preferred action.
Calendar Tab
The Calendar tab is a system-generated tab that provides a calendar view of the planned, scheduled, and available hours of the record. You can view the calendar by months or weeks, and view calendar events by years, quarters, months, or weeks by selecting one of the calendar icons above the calendar.
The double orange arrows enable you to display the previous or next week, month, quarter, or year.
Planned, scheduled, and available hours are listed for each day, as well as by total for the week, month, quarter, or year you are viewing.
Scheduled events display on the calendar as active links. Any event scheduled for the record will show on the calendar day corresponding to the Event Start Date. You can click the link to open the Event record.
Use the following procedure to open the Event record.
To Open the Event Record
Step 1 To view the schedule of all planned events for a specific day, click the Date link. The start time, end time, and description of the event are displayed in the Event record.
Step 2 Use the double orange arrows to navigate to the complete schedule for the next or previous day.
Step 3 Click the Description link to view the complete Event record.
Other Tabs
The details about the Notifications tab, Notes & Documents tab, and Reports tab are available in previous sections. Click the respective hyperlinks to read the details.
Design Management
The Design Management process enables you to create a dynamic relationship between items, its attributes and components and maintain this relationship for the entire life of the project. Users can create and reuse specifications ranging from wall types to lighting fixtures. Item specifications can be published and shared with internal employees and departments, and with outside vendors, clients, or contractors to ensure that the same, accurate specification details, and data are utilized throughout the project and across the enterprise.