Project Budgets

This screen allows you to create and maintain Project Budgets

 

List Tab

 

The List panel shows a grid of all Budgets currently in Ostendo

 

Display fields

 

Project: This is display only that shows the Projects in Ostendo.  

 

Status: This is display only showing the current Status of the Project  taken from the Project record

 

Description: This is description of the project.

 

Project Type: This is display only showing the Project Type

 

Project is for: This is display only showing whether this is a Customer or Company project

 

Customer or Company: This is display only showing the Customer of the Project

 

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Detail Tab

 

This panel shows a grid of all Budgets currently held against the selected Job Order

 

Entry and Display fields

 

Budget Style 1: This is display only and shows the Budget Style 1.    The available Styles are:

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Project

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Job Type

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Job Category

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Line Type

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Analysis Group

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Item Code

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Labour Code

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Descriptor Code

 

Budget Style 2: This is display only and shows the Budget Style 2.    The available Styles are:

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None

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Line Type

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Analysis Group

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Item Code

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Labour Code

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Descriptor Code

 

Budget Type: Select the Budget Type from the drop-down list.  The available Types are:

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Revenue

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Cost

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Qty

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Profit

 

Total Value: This is display only and shows the Total Value of this Budget.  It is maintained by Ostendo from the entries made in the following Monthly Value fields

 

Monthly Value Value: Enter the Monthly Budgets.  There are up to 36 months for the entries commencing with the month that the Project was created

 

 

Buttons

 

Close: This will close the Budgets screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Budget against the selected Job

 

Save: This will save the current data without exiting the screen.  It will also apply any Annual Amount to the individual Monthly amount fields

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will delete the current Line record

 

Related: This will bring up a list of functions that are related to the Budget.  You may open and maintain information in those screens whilst still remaining in the Budget screen.

 

Reports: This will bring up a list of Reports that are related to the Budget.  You can immediately run the report whilst still remaining in the Budget screen.