Page 39 - Unanet AE: Using Project Management

Budgeting
In previous activities, you entered values for hours and dollar amounts into the WBS
level but you can also populate WBS hour and dollar amount budgets as summations of
allocations and resource schedules.

Activity 1.11 – Budget Expenses
In this activity, you will enter allocations for expenses and create budget
values from them.

Activity Steps

Desktop
Part 1: Update Budgets for Other Direct Charges (ODC)
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. Select the ODC tab in the Planning Mode section of the toolbar.
5. Select the Column Chooser icon for the Project grid. The Column Chooser
window opens.
6. Select the Show check box for the ODC Budget Amount column.
7. Select the Ok button.
8. Select Pre-Design phase / Electrical 002 task. Note: If the Allocations grid is
not visible, select the up arrow at the bottom center of the screen.
9. Select the magnifying glass next to Add Allocation in the Code cell. The
Expense Group Codes window opens. Note: Hover the cursor over the Code
field in the Allocations grid to reveal the magnifying glass.
10. Double-click 001 Lodging.
11. Enter 400 in the Allocation Amount field.
12. Select the Code lookup icon for the next line. The Expense Group Codes
window opens.
13. Double-click 003 Meals.
14. Enter 100 in the Allocation Amount field.
15. Select the Project Rollup icon for the Project grid. The Project Rollups window
opens.
16. Select the Budget = Allocated check box.
17. Select the Rollup button. The Project grid updates with budget values.

Part 2: Update Budgets for Out-of-Contract Consultant (OCC) Resources
1. Select the OCC tab in the Planning Mode section of the toolbar.

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