Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Project Budget/EAC Mass Utilities Screen

Use this screen to mass update Budgets and EACs.

For both Budgets and EACs, you will be able to create new EACs from approved versions, Approve/Complete/Commit/Delete, and update the staff escalation % for working versions.

Contents

Field Description
Budget Type

Select one of the following from the drop-down list:

  • Budget: Select this option to display the budget information.
  • EAC: Select this option to display the EAC information.  
Note: EAC displays in the drop-down list only if an EAC exists for the project.
Budget Status

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

  • Approved
  • Complete
  • Incomplete
  • Working
Include Project Status
Use checkboxes in this section to filter the results according to the following:
  • Active: Select this checkbox to include projects that have a status of Active.
  • PoP Ended: Select this checkbox to include projects where the period of performance (PoP) has ended.
  • Inactive: Select this checkbox to include project that have a status of Inactive.
Include Version
Use checkboxes in this section to filter the budget or EAC results according to the version:
  • Latest: Select this checkbox to include only the latest version.
  • Final: Select this checkbox to include only those marked as final.
  • All: Select this checkbox to include all versions.
Mass Update

From the Process drop-down list in this section, choose the process you want to run.

Based on the options selected from Type (Budget or EAC) and Status (Approved, Complete, Incomplete, or Working), the Process menu is dynamically updated and displays the following options:

  • Create EAC: Select this option to create a new EAC from Approved budgets and EACs.
  • Mark Final: Select this option to mark approved budgets or EACs as final.
  • Approve: Select this option to approve budgets or EACs that have a status of Complete.
  • Complete: Select this option to complete budgets or EACs that have a status of Incomplete.
  • Commit: Select this option to commit Working status budgets or EACs.
  • Delete: Select this option to delete Working status budgets or EACs.
  • Escalation: Select this option to escalate Working status budgets or EACs.
  • Modify: Select this option to change budgets or EACs with a status of Complete or Incomplete to Working.
  • Mark Incomplete: Select this option to change budgets or EACs that have a status of Complete to Incomplete.
  • Recommit: Select this option to recommit budgets or EACs that have a status of Complete or Incomplete.
  • Unapprove: Select this option to change budgets or EACs that have a status of Approved to Complete.
  • Burden Template: Select this option to apply a selected burden template to working status Budgets or EACs. When this option is selected, the Template field displays, where you can use Lookup to select the template.

Selection Ranges

Use fields in this section, to select projects for processing. After you select them, click to run the update process.

Field Description
Projects From the drop-down list, select the option you want to use for selecting projects to process. Option include:
  • All: Select this option to process all projects that are affected by your selected processing parameters.
  • One: Select this option to select a single project for processing. When this option is selected, the Start field is enabled, where you can use Lookup to select the project you want process.
  • Range: Select this option to choose more than one but not all projects. When this option is selected the Start and End fields are enabled.
Start This field is enabled when One or Range is selected from the Projects drop-down list. Click to select the starting project if you are setting a range of projects, or to select a single project ID if you are processing one project.
End This field is enabled when One or Range is selected from the Projects drop-down list. Click to select the last project ID for the range of project IDs that you want to process.