Copy Budget to Planning

In order to be able to track Budget vs Actual numbers IEM provides the Copy budget lines to planning lines action to create a connection between these lines. This connection is later-on important in the Forecasting function where an Estimate To Completion is calculated.

Copy Budget Lines from the Project Task

  1. From the Project Task line open the Budget Lines.
  2. In the Project Task Budget lines select Process > Copy to Planning. The page will show all lines that can be copied.
    • Budget Lines of the type Resource No. as well as Group No. will be copied, for these lines the breakdown function is optional.
    • Budget Lines of the type Item can only be copied when a No. is specified, when the Budget Line is for an Item Category the line first needs to broken down in lines where the No. is specified.
    • Based on the "Type" the planning lines can either be opened from an Item - or a Resource Planning line.
    • Additional text lines (Extended Text) are linked to their parent line and copied as per that parent line.
  3. In the "Copy ProjectBudget to Planning" selection page the lines that can be copied are pre-selected, to NOT copy the pre-selected lines un-check the "Accept" field

Copy Budget Lines from the Project

  1. From the ProjectCard click Process and locate the Copy Budget to Planning action.
  2. Click the Copy Budget to Planning action to open the Copy ProjectBudget to Planning selection page.
  3. The Copy ProjectBudget to Planning selection page will list all ProjectBudget Lines which can be copied and have not been copied yet.
  4. Click OK to copy the selected Budget Lines.

The Copy Budget to Planning page provides the following actions:

  • The Select and Deselect actions in the ribbon toggles the Accept boolean for all selected lines in the page.
  • The Split action in the ribbon allows you to split the quantity of the line:
    • Select the line for which you want to split the quantity
    • Click the Split action in the ribbon
    • A Split Line message will pop up showing the Quantity Per of the selected line
    • Type the Qty. to Split, = the quantity for the new line
    • Click Yes to confirm
  • The Show Copied Lines option shows all lines copied in previous actions, the copied lines are checked per line in the Copied field.

See Also

Budgeting