Costpoint Online Help

Contents of the Update Multiple Organization Budgets/Outlooks Screen

Use fields and options on this screen to perform mass updates of budgets or outlooks.

Contents

Note: Using this screen, you can select a non-contiguous range of projects to update. However, you cannot save screen selections as a parameter to run automatically via the Job Server. That functionality is instead available from the Organization Budgets/Outlooks Mass Utilities screen.
Field Description
Organization ID Click to select the Organization ID.
Organization Name Click to select the organization you want to update.
Fiscal Year Click to select the fiscal year you want to update.
Include Inactive Orgs Select this check box to include inactive organizations in the results.
Status

Select the status of the budget or outlook that you want to mass update. Choose from the following options:

  • Unapproved Budgets/Outlooks
  • Approved Budgets/Outlooks
  • New Organization

Select Budgets/Outlooks

After you set filter values in the header, click the Execute icon to populate the Budgets/Outlooks table, which includes these columns:

Field Description
Fiscal Year This column displays the fiscal year.
Organization This column displays the organization ID.
Type This column displays the type of budget.
Ver This column displays the version number.
Working This column is checked if the budget is working and unchecked if not.

After the table populates, select the budgets or outlooks that you want to process. Click the check mark at the top of the left-hand column to select all of the rows, or to select non-contiguous rows, hold the Ctrl button and click each row you want to process.

Note: For processing where you want to process all results or want to process a contiguous range of records, you can also use the Org Budgets/Outlooks Mass Utilities screen.

Organization Mass Update Utility

After you select the budgets or outlooks that you want to update, use buttons under Organization Mass Update Utility to select the type of update you want to apply.

The process buttons are enabled or disabled based on the option selected from Status, as described in the table below.
Status Description
Unapproved Budgets/Outlooks
  • Mass Complete: Use this to mass complete budgets.
  • Mass Approve: Use this to mass approve budgets. Click to select the approval date.
  • Mass Update Escalation: Use this to mass update escalations. Enter the percentage rate in the Percent field.
  • Mass Update PTO: Use this to mass update PTO pattern.
  • Mass Utilization Update: Use this to mass update utilization actuals. Click in the Source Year field to select the fiscal year.
  • Mass Non-Labor Reload: This is only for BUDs. Use this option to erase what is in NLAB$ tab and repopulate it with Actuals from the selected source year (past or present) and selected Org. Click in the Source Year field to select the fiscal year.
  • Mass Non-Labor Update: Use this option to add new NLAB line items, not currently in BUD/OLK, from selected source year (past or present) and selected Org. Amounts are not included. Click in the Source Year field to select the fiscal year.
Approved Budgets/Outlooks Select Create Organization Budgets to create new org budgets from approved budgets.
New Organization When Status is set to New Organization, the Organization Level field is enabled, where you can enter or select the level at which you want to create the budget. Click Create Organization Budgets to complete the process.