Amounts Subtask
Use this subtask to view, copy, or create cost records for vendor materials, subcontractor work, consultant effort, staff and vendor travel, and other direct costs.
The following fields display on the Materials subtask:
| Field | Description |
|---|---|
| Hide | Click this button to hide project budget/EAC rows that have the
Hide Row check box selected.
Note: This button only displays if the
Enable Subtask Row Hide check box is selected.
|
| Unhide | Click this button to display hidden project budget/EAC rows.
Note: This button only displays if the
Enable Subtask Row Hide check box is selected.
|
| Column Headings | Description |
|---|---|
| Hide Row | Select this check box if you want to hide the project budget/EAC resource.
Note: This column displays only if the
Enable Subtask Row Hide check box is selected.
|
| Warnings | This column displays the number of warnings that occurred per record.
Note: The Warning messages display on the Warnings subtask.
|
| ID Type | Select the ID Type for Amount Type you selected. The options that display vary depending on the value selected in Amounts Type.
If you chose Materials, options include:
If you chose Subcontractor, options include:
If you chose Material Handling, options include:
If you chose Travel, options include:
If you chose Consultant, options include:
If you chose Other Direct Cost, options include:
|
| ID | Click
 to select the ID.
|
| Name | This column displays the resource name. |
| Explanation | Use the this column to enter a description, purpose, or general explanation of the associated cost for any option selected from the Amounts Type list, such as Travel, Materials, Vendor, and so on. |
| Acct ID | This column displays the labor account ID of the resource. |
| Org ID | This column displays the Org ID of the resource. |
| Rev | Uncheck the box in this column for any individual resource where you do not want revenue calculated. |
| Brd | This column displays the overhead expenses for the project selected. |
| Total Inc Pending |
This column displays the total EAC amount plus the current pending charges. |
| Pending |
This column displays the pending charges. |
| Totals | This column totals the numbers for each resource during the date range selected for the budget. |
| YY-MM-DD | Begins with the current month and shows data back six months. |
Warnings Subtask
Use the Warnings subtask to view messages that identify potential issues on Working Status budgets for the selected record. This subtask displays only if warnings exist.
| Column Headings | Description |
|---|---|
| Cost Type | This column displays the cost type. |
| ID Type | This column displays the ID Type. |
| ID | This column displays the ID. |
| Name | This column displays the name of the resource. |
| Org ID | This column displays the Org ID. |
| Acct ID | This column displays the account ID. |
| Warning | This column displays the warning message. |
Fill Subtask
The following are the fields that display for the Fill subtask.
| Field | Description |
|---|---|
| Start Period |
Click
|
| End Period |
Click
|
| Fill Values |
If you click Fill Values, the value 33.000 is copied all the way through in that one record from the starting date to the end date. |
| Fill Rows |
If you click Fill Rows, the value is copied in all rows and columns from start date to end date. |
| Fill Columns |
If you click Fill Columns, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell. |
to display the calendar and select a starting date to copy values from