Page 31 - Unanet AE: Using Project Management

Top-Down Budgeting: You can set the budget values at the project level and they will
distribute to the lowest level on the WBS.
Bottom-Up Budgeting: You can set the budget values at the lowest level and it will
calculate up to the project level.

Percentages: You can assign percentages to calculate out the distribution of Hours or
Dollars identified at the project level. For Instance, if you enter a percentage into the
Labor Hour % column at each of the lowest nodes and then populate Labor Budget
Hours field at the parent level, the system will calculate the available Labor Budget
Hours for each of the lowest nodes.

When the lock icon is dark gray, you can enter percents in lower-level nodes. Click the
lock icon to turn it to green, then enter a budget number at the parent level to have the
numbers distributed based on the percentages. If you enter a number in a budget
column on a lower level before setting the lock icon to green, the percentages will be
overwritten to match the number distribution. When the lock icon is dark gray, numbers
cannot be entered at the lower levels. The preceding applies to relationship between the
columns Labor Budget Hours and Labor Hours %, Labor Budget Amount and
Labor Amount %, ODC Budget Amount and ODC Amount %, ICC Budget Amount
and ICC Amount %, and OCC Budget Amount and OCC Amount %.

Activity 1.8 – Set up a Basic Budget
In this activity, you will set up a basic budget in the Project Planning applet.

Activity Steps

Desktop
1. Navigate to Project Management > Project Planning. The Project Planning
applet opens.
2. Type PN0005 in the Code field.
3. Press Enter. The Project Planning applet populates with information for New
Building.
4. Use the information in the table below to add the budget. The data is
automatically saved.

• Note: Select the – (minus) sign next to each phase to contract the lines for easier
text entry. This can be done for all nodes at a level by selecting the level under
the Show dropdown above the project grid.
• Note: The column header labels shown are label override names used in this
particular training environment.

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