Project Expense Budgets

Expense budget entries can be created at the project or task level. These budget amounts do not currently constrain the entry of actuals, but rather are used for comparative reporting and analysis purposes. These budget amounts are currently reflected on a number of reports including the Project Summary Performance report, Project Expense Schedule Detail, Project Costing ODC Detail and a number of the Periodic Reports and Charts.

Project Managers, Project Leads (and their alternates) have the ability to create and maintain Expense Budget entries.

This feature is available with the Expense only, Project Tracking and Project Portfolio editions of Unanet.

The Expense Budgets menu has a number of submenu options used to manage expense budget information for a particular project or task. The Expense Budget menu is accessible via the Project Profile left menu.

Click on a link below to learn more about each particular expense budget option:

Import Expense Budgets

The expense budget import feature provides the project manager with the ability to load a list of expense budgets into Unanet (for the current project). The file must be in a proper Expense Budget Import csv layout. Supply the name of the file to be imported and click on the import button.

Field Descriptions (click on a link below for additional information)

Warning and error messages are written to the screen. See the Expense Budget Import help page for more information about importing assignments.

Export (create csv output file containing all Project or Task level expense budget entries)

Export Expense Budgets

The Expense Budget export feature provides the Project Manager with the ability to save a csv formatted file containing information about Expense Budget entries on the current project (optionally filtering by expense type, or limiting to those entries intersecting the provided date range). The layout of this output file will match the current Expense Budget Import layout.

This feature may be useful if you would like to manipulate the expense budget entries in mass via an excel spreadsheet for example, or possibly create a similar set of expense budget entries for another project from this project's list of entries. In these scenarios, the project manager could export the expense budgets, make any desired changes via a spreadsheet and then import the modified file using the Expense Budget Import feature (described above).

Field Descriptions (click on a link below for additional information)

Expense Type
Date Range (include those entries intersecting the date range)

List (display Search / List tabs for listing Project or Task level expense budget entries)

Expense Budget Search/List

The Expense Budget >> Search / List screen is used to list existing expense budgets for this project (by task). Values in light grey text indicate default values (e.g. derived dates if dates are linked to project/task dates.), with other (darker font) values reflecting entries explicitly entered by the project manager.

Clicking on the List tab will display a complete list of existing expense budget entries. Using the various selection criteria on the Search tab, you can narrow down the resulting list.

Save Criteria

Selection criteria for specific lists can be saved by clicking the () link after criteria has been entered. This criteria can be later recalled on this screen by selecting a previously saved criteria from the Saved List drop-down. Individual saved criteria list can be managed via the Reports >> Saved screen in the My Lists section.

Add Expense Budgets (bulk add/edit screen)

The add expense budgets () icon will display the bulk expense budget add/edit screen. This screen can be used to add one to many expense budget entries to a project. This screen can also be useful for affecting a mass update by un-associating a group of expense budget entries and then re-associating the same or new entries with updated attributes.

Field Descriptions (click on a link below for additional information):

Expense Type
Task (will only appear if this project is configured to manage assignments/expense budgets at the task level)
Description
Date Range

Field Descriptions (click on a link below for additional information)

List - Icon Controls (add, update and delete expense budget entries)
Expense Type
Description
Begin Date
End Date
Link Dates
Amount

Edit Individual Expense Budget entries

The edit individual expense budget () icon will provide a screen for the project manager to edit attributes for a single entry. This screen will resemble the lower portion of the bulk expense budget screen (Expense Budget Overrides section and below).

Add Expense Budgets (bulk add/edit screen)

Add Expense Budgets

To add new expense budget entries, use the filter to populate the Available Expense Types list. Select one or many Available Expense Types, optionally one or many Tasks and click on the right arrow button. You can then fill in the details in the lower portion of the screen to identify other required attributes.

Remove Expense Budgets

Similar to adding entries, in order to remove entries, simply select the desired items in the Expense Types for <Project> window and click on the left arrow button.

Field Descriptions (click on a link below for additional information)

Budget with Grid (maintain expense budgets in a periodic (e.g. month by month) matrix layout)

Budget with Grid

The Budget with Grid feature is available for customers that prefer to manage expense budgets on a periodic basis in a convenient matrix layout. This screen is comprised of Search, Plan and Summary tabs.

See Forecast >> Expense Budgeter for more information about planning expenses via a grid like screen across multiple projects at once.

Search Tab

Using the Search tab, the Project Manager can control the layout and contents of the Budget and Summary tabs, such as whether the grid will include tasks, the number of periods included, whether the periods reflect days, weeks, months or quarters, and which tasks and expense types will be available for viewing and budgeting.

Save Criteria

By default, all expense types previously budgeted for the project or specific task will be included in the resulting grid (even if they do not have an entry for the time frame specified). Using the Expense Type filter, the Project Manager can narrow down the set of expense types that will be displayed on the remaining Budget and Summary tabs.

After supplying the desired selection criteria, click on the Budget tab to display the resulting grid.

Field Descriptions (click on a link below for additional information)

Budget For
- Task Name
- Budgeting Periods
Expenses to Budget
- Expense Type

Budget Tab

The resulting grid will resemble the following. The cells in the grid will reflect the expense amounts previously budgeted for a particular time frame (e.g. month). Additionally, the project manager can quickly add or change amounts via these cells.

When saved, these cell values will be translated into individual expense budget entries having a date range from the beginning of the period to the end of the period (e.g. a monthly July -19 entry will be saved as 7/1/19 --> 7/31/19). These entries can be viewed and edited via the other budgeting screens such as the Expense Budgets >> List .

Field Descriptions (click on a link below for additional information)

Shifting Cell Contents Right and Left

This functionality provides for the ability to move the contents of a row of cells X number of cells to the right or left. When moving a populated cell, the values in the cell, as well as any override values associated with the cell (applicable to People Plans & Assignments only), will be moved. This feature may be helpful, for example, if you need to delay a project for one or several months and would like to shift existing entries without having to re-key them in.

The controls involved in this functionality include the leading check box on each row, the Shift Left and Shift Right buttons, as well as the Number of Periods entry field. Note that you can check the check box at the very top of the grid which acts as a toggle to check / uncheck all available check boxes in the grid.

To move cell contents:

First search for the desired items to shift, making sure you have a date range that includes all of the entries you choose to move.
Check the check boxes on those rows you would like shifted.
Specify the desired number of cells you would like to shift.
Click the Shift Left or Shift Right buttons to move the cell contents.
Click the Save button to save your changes.

Restrictions/Considerations:

You must operate on an entire row of cells, that is, you cannot specifically move one cell's contents while leaving another in place (on the same visible grid on the same row), thus the check box is at the far left beginning of each row.
When attempting to shift the contents in the visible grid will result in any value moving off the grid (to the left or right), the move will be prevented. Should you need to move item further to the left or right, return to the Search tab and extend the visible grid area.
Grayed out Cells -- Note that you cannot move any values on any rows having grayed out entries (i.e., the check boxes will be disabled). Details for these rows will need to be manually modified via the individual entry edit screen.
The Shift Left and Shift Right buttons will only become active once any check box has been selected.
Note that moving utilization from one month to the next can result in a different number of hours being saved for that entry. For example, one utilization value for the month of February, shifted to March will resolve to more hours in March.
When using the Leaf Level Only option, only leaf level tasks will have check boxes enabled.
This feature is not available when viewing Period of Performance grids.
Moved cells are not saved until you have clicked the Save button.

Grayed Out Entries

Cells that have a grayed out value are not editable. Values appearing in the gray font indicate that the underlying date range for the entries do not align with a particular time period (e.g. in the case of monthly -- they would not fall on the 1st and last day of the month, for example, 5/1/19 --> 5/31/19). In these cases, the values for the underlying entries are evenly distributed across the monthly cells in an attempt to provide the resource planner/assigner with an idea of the total amounts for those periods, however, these entries cannot be modified via the grid screen (you'll need to use one of the other planning/budgeting maintenance screens).

Likewise, multi-cell bulk edit mechanisms will no longer be available for any rows or columns that contain a grayed out entry including the entire grid (i.e. Name) bulk edit mechanism.
If using the Plan Set feature (enabled via the Enable Multiple Plan Sets (unanet.plan_sets.enabled) property), and the plans you are viewing on the grid belong to a locked plan set, all cells on the grid will be grayed out (as you cannot modify plans belonging to a locked plan set).

Summary Tab

The Summary tab could be considered somewhat of a report of what has previously been entered for this project. Using the Summarize by options, you can control whether the details will be accumulated by task, expense type or both task and expense type.

The expense types and time frame reflected on this tab are governed by the selection criteria entered on the Search tab.