Parameter

Description

GENERAL PARAMETERS

Enable budget mutations

Allow the creation of budget mutations on budgets (These are cost neutral changes, e.g. reallocating budget to a different CBS code).

Enable budget adjustments

Allow the creation of budget adjustments. (These are actual adjustments requesting additional budget with a formal approval process. A workflow is needed to support the approval)

Allow transactions with descendants

If set to yes, creating a transaction on a CBS code with descendants is allowed. In this case, you will not be able to allocate or report what the implications of a transaction are on the most detailed level of a budget. (this option is defaulted to "no")

Budgeting method

Standard: The project budgeting functionality of Dynamics 365 F&O is available. It will not be able to access project cost control functionality from a project. (Only suggested for legal entities that will not be utilizing functionality of AXtension Project Cost Control)

Project Cost Control: The project budgeting functionality of Dynamics 365 for F&O is no longer visible on a project and only Project Cost Control functionality can be accessed from. (Defaulted)

Standard and Project Cost Control: Both standard project budgeting as well as Project Cost Control functionality will be accessible from a project.

Progress and estimate dataset

Simplified

Simplified overview of all budget lines. See chapter "Simplified progress and estimate data set" for more information.

Normal

Budget shown based on header and line.

(Normal) Match transactions to budget

Define on which combination transactions should be matched.

(Simplified) Expand progress dataset to

Define on which level the simplified progress and estimate data set should be opened.

Match budget on group line level

If enabled the activity budget status in task planning will be validated against the group of CBS codes instead of the individual code.

Show budget period split values as

Percentage

Enter the budget period split as percentage

Amount

Enter the budget period split as amount

Require deviations to be approved via adjustment request

Any deviations on the progress and estimate data set will automatically create an adjustment request.

Adjustment request type

Adjustment request type used for deviations on progress and estimate data set.

Excl. indirect costs

This toggle can be enabled in the Cost Control parameters and will add the Total cost price (excl indirect) column on the details of an activity in the standard WBS or in the Axtension Project Management task planning.
The value of Total cost price (excl indirect) is calculated by multiplying the quantity with the unit cost price. The Total cost price (excl indirect) value is then transferred into the Cost Control budget.

ETC calculation

Fallback calculation method

Set the default ETC calculation method according to the PMI standards.

Budgeted rate: ETC = Budgeted amount � Earned Value

CPI rate: ETC = [Budgeted amount / CPI] � Actual costs

CPI and SPI rate: ETC =
[Budgeted amount � Earned Value]/[CPI*SPI]

Remaining commitments: ETC = soft committed + reserved amount

Bottom up � Manual: ETC = manually entered

Allow manual adjustment ETC

Allow the manual adjustment of the ETC on the progress and estimate dataset.

Set ETC calculation method per cost group or category

Define per cost group and/or category the desired ETC calculation method

ADVANCED PARAMETERS

Link on category name

If no link is configured between WBS and CBS, try to link on category name.

Fallback procurement category

If no procurement category can be determined in the budget creation wizard, this will be the fallback procurement category.

Fallback sales category

If no sales category can be determined in the budget creation wizard, this will be the fallback procurement category.

Committed to actuals

Committed costs enabled

Enable or disable committed costs on budget.

Consider hard committed as actual

Enabling the parameter "Consider hard committed as actuals" will use hard committed costs on a confirmed progress and estimate dataset as actual cost in revenue recognition and will calculate the percentage of completion in revenue recognition by including the hard committed costs.

Hard committed costs: Purchase order received not invoiced

Enable to include received amounts for purchase orders that are not invoiced yet in the hard committed costs.

Hard committed costs: Production order earned value

Enable to include earned value from production orders in the hard committed costs.

Invoice contract invoice not posted

Enable to include released amounts where invoice is not posted yet from invoice contracts in the hard committed costs.

Soft committed costs: Purchase order received not invoiced

Enable to include amounts that are not received (or invoiced) yet from purchase orders in the soft committed costs.

Soft committed costs: Production order earned value

Enable to include the difference between estimated cost and earned value from production orders in the soft committed costs.

Manual budget reservations

Enable the ability to manually reserve non-committed costs

Invoice contract remaining amount

Enable to include remaining amounts from invoice contract in the soft committed costs.

Automatic calculation progress dataset

Set progress calculation method

The ability to set the default progress calculation method for all, per cost group or per specific category.

Project quotation

Automatic lock budget version

The ability to automatically lock the newly created budget when transferring a quote to a project.

Parameter

Description

COST GROUP DETAILS

Cost groups are used to group multiple project categories independent of types. This grouping simplifies reporting as well as automatically calculating indirect costs on a budget based on the total budgeted cost value on cost group level.

Cost group ID

Select cost groups that have been defined for the enterprise (called shared cost groups) from the drop-down list. If the cost group is not available create a new shared cost group by clicking on the "+" icon.

Categories

Select all categories that should be assigned to the selected cost group by moving them from the remaining categories list to the selected categories list. The category is linked to a single cost group.

Parameter

Description

INDIRECT COST TEMPLATE

These templates can be applied to a budget. Each template contains a set of rules that will be used to calculate the indirect costs.

Set name

This is the name of the indirect cost template that can be applied to a budget and exists out of multiple indirect budget definitions.

BUDGET RULES

Effective

Date from which a budget rule will be applied

Cost group

This budget rule will only be applied to the selected Cost group. If this field is left blank, the rule will be applied to all cost groups.

Parameter

Description

SET UP DEFAULT CATEGORY UNIT
Set the default unit for budgeting per category, category group, all. This allow to create a budget in a different unit. E.g. Installation labor is typical in hours, but budgeting could be done on 10 square meters per hour. In this case the budget could be 10m2 with conversion rate of 0.1 = cost equal to 1 hour.

Valid for > Category relation

Set a default unit for all categories, a group of categories or for a single category.

Default unit

Specify the default budgeting unit.

Parameter

Description

COST BREAKDOWN STRUCTURE TEMPLATES

These templates can be used when creating a project budget. In most companies, CBS structures are fixed per type of project. This simplifies reporting across projects and companies.

Name

Provide a logical name for the template.

Description

Provide a logical description for the template. Explain what the template is used for.

Default

Option to select a CBS template as the default on new project quotations and projects.

Note: only one CBS template can be marked as default.

Note: a marked CBS template will also be used when a Cost Control budget is created based on the project plan. The CBS template will be used to link the WBS.

Copy to company

Ability to copy CBS templates to other organizations in the same Dynamics 365 tenant

COST BREAKDOWN STRUCTURE

CBS code

The unique code for specifying a budget.

Description

A clear description of the budget code.

Alternative reporting code

An alternative code that can be used for reporting purposes. (e.g. customers have their own naming conventions/codes)

Progress on this level

When there is a clear hierarchy, specify on which level you'd like to report progress. By default, the system wants all information on the most detailed level but by creating budget group lines, you can manage the reporting of progress on a higher aggregation level. Be aware, when you set progress on this level on a CBS code with descendants, you also need a group budget line on this CBS code. Group lines will be explained later in this document.

CBS locked

(not applicable in the template)

Parameter

Description

Setup Item and Expense Line WBS distribution

These settings can be used to predefine how items and expenses are distributed in the Cost Control Budget.

Valid for

All: how are all items and/or expenses distributed from the WBS

Group: how are the specified item and/or expense groups distributed from the WBS

Table: how are the specific items and/or expenses distributed from the WBS

Category relation

Select the item and/or expense available from the selection on the Valid for value.

WBS distribution

Evenly: the cost distribution will be done evenly across the necessary periods based on the WBS.

At start: the costs will be concentrated at the beginning of the first period based on the WBS.

At end: the costs will be concentrated at the end of the last period based on the WBS.

Parameter

Description

Default budget responsible worker

Ability to assign the default budget responsible for all Cost Control budgets:

-       Project manager on project

-       Project manager on budget

-       Project controller on project

-       Project controller on budget

Adjustment request types

Ability to create adjustment request types which can validate if the total budget can be adjusted, but also as criteria for a conditional decision in the workflow.

-       Adjustment request type: name for the type.

-       Description: description of the type.

-       Allow budget increase/decrease: the adjustment request type can adjust the total budget if enabled.

-       Active: active or deactivate the adjustment request type.

Option

Description

Allow change management for project plans

Ability to enable change management for project plans.

Allow instant publish

Ability to enable the instant publish option for project plans.

Locked budged required

Ability to enforce a locked budget per project stage

Change management

Ability to enforce change management per project stage.

Parameter

Description

SET UP

Budgeting method

Default: Use the setting defined in the project cost control parameters.

Standard: The project budgeting functionality of Dynamics 365 F&O is available. It will not be able to access project cost control functionality from a project. (Only suggested for legal entities that will not be utilizing functionality of Axtension Project Controlling)

Project Cost Control: The project budgeting functionality of Dynamics 365 for F&O is no longer visible on a project and only Project Cost Control functionality can be accessed from. (Defaulted)

Standard and Project Cost Control: Both standard project budgeting as well as Project Cost Control functionality will be accessible from a project.

Parameter

Description

GENERAL

ID

Unique identifier created by the number sequence defined in the parameters.

Cost control budget description

Provide a clear description of the cost control budget. In most situations this name is equal to the name you would provide for the project.

Parameter

Description

COST BREAKDOWN STRUCTURE

For manual creation of a CBS structure.

For automatic creation of the CBS structure, import a template via:

Parameter

Description

MENU

New

Create a new budget line.

Delete

Delete a budget line.

Production budget specification

If you create a budget line of the line type "Production budget", the system will automatically open a separate dialog in which the production budget can be specified. After saving, this button allows to re-open the dialog.

Lines

Create text lines: Automatically create a text line for each CBS code

Order text lines: Automatically arrange the text lines so they align with the budget structure

Create group lines: Automatically create group lines for all CBS codes that have "reporting on this level" enabled with descendants.

Order group lines: Automatically arrange group lines so they align with the budget structure

Up

Move a line up

Down

Move a line down

Mutate

When a budget is locked, you can mutate the selected budget lines. A mutation allows to reallocate budget if the result of the changes are cost neutral.

Replace

CBS code: Replace the CBS code for the selected lines.

Category ID: Replace the category ID for the selected lines.

Project ID: Replace the project ID for the selected lines.

Item number: Replace the item numbers for the selected lines.

Procurement category: Replace the procurement category for the selected lines.

Period: Replace the period information for the selected lines.

Purchase Requisition

Create purchase requisition: Create a purchase requisition for the selected line.

Purchase requisition details: Open the purchase requisition linked to the selected lines.

Purchase Order

Create purchase order: Create a purchase order for the selected line.

Purchase order: Open the purchase order linked to the selected lines.

Notes

Add notes to the selected lines.

All lines

After creating a budget mutation, the system will only show the result lines of the mutation. With the "all lines" toggle enabled, you will see the original budget line, the correction line, and the result lines.

COST CONTROL BUDGET LINES

[Blank]

Icon if the budget line is linked to a WBS activity.

[Blank]

Icon if there is a note on the budget line.

Period split

Icon if the budget line has been successfully split allocated to periods.

Line type

Text: a line that is purely informational

Budget line: a line that has a budget defined

Production Budget Line: this is an item budget line that has an underlying production budget specification.

Group line: group all budget lines in a part of the CBS structure.

E.g.

CBS code

Select the CBS code from the CBS structure.

Category ID

Select the Project category for this budget line. (the combination CBS code and project category makes the unique budget combination)

Category name

Automatically populated after selecting the category.

Cost group

Automatically populated after selecting the category. This field is only populated if there is a cost group linked to the category selected.

Description

Provide a clear description of the budget line.

Number budgeted

Number of units budgeted.

Unit

The unit that is used for the budget specification.

Ratio

The ratio used to convert to the number of units for the category. Most of the time this number is one. In some examples this field can be used to convert the budgeted numbers to the category unit e.g.
If we know a painter can paint 10m2 of wall in 1 hour, the budget line for painting labor could be [Category] Painting Labor, [Number budgeted] 20, [Unit] M2, [Ratio] 0.1, [Total quantity = [Number budgeted] * [Ratio] = 2]

Total quantity

Calculated field. Number budgeted * Ratio

Cost price

Automatically populated based on project category.

Amount

Calculated field. Total quantity * Cost price. This field represents the "Cost most likely [Cm]".

Start period

Explained in chapter "Budget period split".

Number of periods

Explained in chapter "Budget period split".

Project ID

Product that is linked to the budget line.

Item number

If the budget line has a project category of the type item, an item can be selected for the budget line.

Procurement category

If the budget line has a project category of the type item, a procurement category can be selected.

Purchase requisition

If a purchase requisition is created via the menu, this field displays the purchase requisition ID.

Purchase order

If a purchase order is created via the menu, this field displays the purchase order ID.

Opportunity

This is the "Cost optimistic [Co]". If everything goes well the total budget could end with this amount.

Risk

This is the "Cost pessimistic [Cp]". If certain risks occur, this will most likely be the impact on the budget.

NOTE: Within reporting, the values provided in the fields amount, opportunity and risk will be used to calculate the cost estimate. For cost estimating there are two main methods:

Triangular distribution = [Cm + Co + Cp] / 3

Beta distribution = [4Cm + Co + Cp] / 6

Reason

Provide a description that explains the opportunity and the risk amount.

Sort field

Field used for sorting.

Mutation ID

If a mutation exists on a budget line, this column displays the original mutation ID.

Mutation Type

Original: The original budget line

Mutation: The correction line

Result: The outcome of the mutation

Parameter

Description

GENERAL

Cost Control Budget

If a project does not yet have a budget, clicking on the cost control budget button will open a dialog to create a new budget.

Parameter

Description

GENERAL

Budget creation method

Select how to create a new budget.

CBS template

Ability to select a CBS template, or to show if a CBS template has been assigned to a project.

Period code

Based on the project plan and the selected period code the following will be configured automatically during the creation of the project:

- Number of periods

- Start date. Note: State date is leading is now enabled by default.

- Distribution of budget lines over the determined number of periods, based on the WBS.

Create new blank: Create an entirely new budget where everything needs to be defined manually.

Create new from project plan: Copy the WBS structure to a CBS structure and copy all estimated cost lines to the budget accordingly.

Create new from template: Create an empty budget by using a cost breakdown structure template. The system will automatically take you to the "Link WBS to CBS" form.

Link to existing budget: Link this project to an existing budget.

Function

Description

BUDGET PERIODS

Period code

Select a period code defined in the [Organization administration > Setup > Calendars > Period types]. This period defines if the budget will be broken down to e.g. weeks or months. (In most situations, budgets are broken down by month)

Number of periods

The total number of periods the budget will be consumed in (e.g. if a project takes 1 year and the period code is months; the number of periods will be 12. If the project takes 1 year and the period code is weeks, the number of periods will be 52.)

Start date is leading

Yes: Define start date and the system will calculate the end date based on period code and number of periods. (forwards)

No: Define end date and the system will calculate the start date based on period code and number of periods. (backwards)

Start date

The budget consumption is expected to start.

End date

The budget consumption is expected to end.

Function

Description

MENU

Distribute equally

Distribute the cost perceptually across all the periods to determine the "Planned Value [PV]" per period. If the budget line (to see this information you need to toggle back to the "budget view") has a start period and the number of periods specified, the system will only distribute equally across the specified periods:

Start Period: This field contains the period in which a project will start (e.g. If the period code is Months, the total periods for the budget is 12 and the expected consumption of this piece of the budget starts after 6 months, the start period is 6)

Number of periods: The number of periods it will take for this budget to be consumed. (e.g. If the consumption of a budget starts after 6 months and is expected to be done within 3 months, the value for the number of periods is 3)

Distribute from WBS

If the budget is linked to a WBS, the system will use the planning of your project to distribute the cost automatically across the periods to determine your "Planned Value [PV]" per period.

Budget period split

Total (%)

Calculated field. This field validates if the budget has been fully broken down. The value is shown as a percentage.

[Period] (%)

This column can be populated via the distribute functionality and manually adjusted. The value in this field represents a percentage of the budget that will be allocated to the specified period.

Function

Description

ETC calculation

Until a budget is locked, the ETC calculation method can be changed from the default set in the parameters. If this setting needs to be changed for future reporting a new budget version needs to be created.

ETC calculation method

Here the appropriate ETC calculation method can be selected.

Budgeted rate: ETC = Budgeted amount � Earned Value

CPI rate: ETC = [Budgeted amount / CPI] � Actual costs

CPI and SPI rate: ETC = [Budgeted amount � Earned Value]/[CPI*SPI]

Bottom up - Manual: ETC = manually entered

Allow manual adjustment ETC

This function enables the option to manually adjust the ETC value on the progress and estimate dataset before confirming it.

Function

Description

BUDGET REVENUE LINES

Generate revenue lines

This function will collect all expected revenue from the related projects in the specified periods. The result will be visualized in the lines.

Function

Description

INDIRECT COSTS

Recalculate

Function to recalculate the indirect costs based on the indirect cost template assigned.

Edit indirect Cost template

Opens a new form to specify the indirect costs applicable to this budget.

CBS code assignment

Assign CBS codes to indirect costs.

Function

Description

INDIRECT COSTS

Import default set

Import a template to define the indirect cost rules. These templates are defined in the Project Cost Control parameters. (See set up project cost control parameters for setting up Indirect cost template)

Function

Description

CBS code per indirect cost component

Indirect cost component

Select the indirect cost component.

CBS code

Link the indirect cost component to a CBS code. If an indirect cost is not linked to a CBS code, the indirect cost will be calculated and managed for each CBS code.

Function

Description

Select projects

Selected Projects

Link projects by moving projects from the Projects to select list to the selected projects list.

Default project

Set one of the selected projects as the default project.

Function

Description

MENU > MANAGE

CBS > Edit

Open the CBS structure and edit the CBS codes.

CBS > Unlink CBS

Unlink all WBS codes that are linked to this CBS code.

WBS > Edit

Open the WBS structure.

WBS > Unlink

Unlink the selected WBS code from its linked CBS code.

LINK WBS TO CBS

WBS > Hierarchy

Select the WBS hierarchy from one of the projects linked to this budget.

Link

Link selected WBS codes to the selected CBS code.

Copy to CBS

Copy the selected WBS nodes to the CBS structure as CBS codes.

Function

Description

TRANSFER COST CONTROL BUDGET LINES TO PROJECT FORECAST

Transaction type

Select budget lines by: All, Fee, Hour, Expense or Item.

Grid

Select all lines that should be transferred.

Transfer indirect costs

If set to yes, all indirect costs calculated for the selected lines will be transferred as well.

Forecast model

Select the forecast model to which the selected lines are transferred.

Batch processing

Run this process via the batch server yes or no.

Function

Description

TRANSFER COST CONTROL BUDGET LINES TO PROJECT FORECAST

Most recent

Open the latest created progress and estimate report.

Data sets

Show a list of all progress and estimate reports created for this budget.

Function

Description

PROGRESS AND ESTIMATE HEADER MENU

Actual to progress

Automatically calculate the percentage of completion based on the actual cost compared to budget.

Previous Copied

Copy the progress and estimate information provided in the previous progress and estimate data set to this estimate reporting line.

ETC to zero

Set the estimate to complete to "0".

Details > Actual costs

Show all associated actual cost for the selected line.

Details > Actual planned value

This shows all the activities that are assigned to this CBS code. This way it is easy to validate which activities will be consuming from this budget line.

Notes

Add notes to the selected line

Copy WBS progress

Copy the percentage of completion from related activities to the selected progress & estimate lines. This only works for progress and estimate lines of the type "hour" and when the WBS is linked to the CBS.

sum (%completed on tasks PROGRESS AND ESTIMATE HEADER MENU effort on the task of all linked tasks) / (sum of effort hours of all linked tasks)

Production budget specification

This button allows further analysis of total production budget compared to estimated production orders and realized production orders. This button is only available if one of the budget lines part of the selection is a production budget line.

Reservations

This reserved amount can be used to deduct the non-committed cost amount and shown in reporting that a part of the budget is reserved for a specific purpose.

PROGRESS AND ESTIMATE HEADER
All budget group lines and budget lines grouped by CBS code and category.

(Blank)

[Display] Icon indicating if there are notes linked to this line.

Finished

[Edit] Mark the budget as finished. When check enabled, no progress information can be provided at this stage.

Non Budget

[Display] There is an actual cost posted to a combination of CBS code and category for which no budget lines exists.

CBS code

[Display] CBS code for the budget line.

Category

[Display] Category for the budget line.

Description

[Display] Budget line description.

Number budgeted

[Display] Number of budgeted units. (only for group lines)

Unit

[Display] Unit of measure that applies to the number budgeted.

Amount budget

[Display] Total amount budgeted.

Actual planned value

[Display] Total costs currently scheduled in the related project activities.

Actual costs

[Display] Total actual cost posted to the CBS code and category combination.

AC quantity

[Edit] Number of budgeted units completed. (only for group lines, in other occasions change update this value on progress and estimate lines)

-       Manually entered

-       Calculated based on PoC(%) * Number budgeted

Earned Value

[Edit] The value added to the project.

-       Manually entered

-       Calculated based on PoC(%) * amount budget

PoC (%)

[Edit] The percentage of completion.

-       Manually entered

-       Calculated based on AC quantity / Number budgeted

-       Calculated based on Earned value / amount budget

Actual to progress

[Display] Has the function "Actual to progress" been used on this budget reporting line.

ETC quantity

[Edit] Number of budgeted units to complete. (only for group lines, in other occasions change update this value on progress and estimate lines)

ETC value

[Edit] Budget amount needed to complete the activities. This value is automatically calculated but can be manually adjusted. [amount budget] � [earned value]

EAC value

[Edit] Estimated cost at the end of the project.

Estimated variance

[Display] Difference between amount budget and EAC value.

Previous copied

[Display] Has the function "Previous copied" been used on this budget reporting line.

PROGRESS AND ESTIMATE LINES MENU

Previous copied

Copy the progress and estimate information provided in the previous progress and estimate data set to this budget line.

Notes

Add notes to the selected line.

Field

Description

HC

Totals of the hard committed costs.

AC + HC

The sum of actual costs and hard committed costs.

SC

Totals of the soft committed costs.

NC

The result of deducting ETC with the soft committed costs.

Function

Description

BUDGET RESPONSIBLE WORKER

Role

Each budget can contain multiple people assigned to the following roles:

-       Project Manager

-       Sales Manager

-       Project Controller

-       Sales Manager

When opening the "My cost control budgets" the system will only show the budgets on which you have been assigned to as a responsible worker. This assignment can also be used in workflow to request approvals for budget adjustments.

Worker

Worker assigned to the budget role.

Function

Description

Adjustment request approval

Create an approval step for the budget adjustment. The approval step(s) can be assigned to any user in the organization or the following participant types can be used:

-       Adjustment request budget resources participant provider: User defined with the budget responsible role.

-       Adjustment request budget responsible participant provider: User defined on the adjustment request as budget responsible.

-       Adjustment request project resources participant provider: User defined with the selected role on the project.

-       Budget responsible worker: User defined on the adjustment request as budget responsible.

Review adjustment request

Review task for the adjustment request.

Post budget adjustment

Post the budget adjustment. After posting, the adjustment cannot be changed, and the budget lines are added to the budget.

Function

Description

ADJUSTMENT MENU

Save

Save changes mode on the budget adjustment.

New

Create a new budget adjustment.

Delete

Delete a budget adjustment.

Workflow

Execute workflow tasks. (Submit, Approve, Reject, Request Change, Delegate, view history)

Recalculate

Recalculate indirect costs associated with the budget lines in the adjustment.

Post

Finalize the adjustment and add the budget lines to the budget.

View

Switch from budget line view to period split to breakdown the adjustment budget lines to periods.

ADJUSTMENT

Adjustment ID

This is the unique identifier for the budget adjustment.

Adjustment request type

Ability to assign the correct type to the adjustment request. Based on the selection, appropriate actions can be assigned in the workflow.

Description

Provide a clear description of the budget adjustment.

Budget adjustment status

Status of the budget, updated by the workflow: (Draft, in review, rejected and approved)

Project ID

Select a project from the list of projects that are assigned to this budget. The adjusted lines will be applied to all transactions of the selected project.

Amount

Total amount of budget adjustment.

Posted

Check if budget adjustment is posted.

Request date

Request date of the adjustment request.

Due date

Before when must the adjustment request be approved.

Budget responsible

Optionally assignment of the responsible person for approval of the adjustment request.

EFFECT ON PLANNING AND ORGANIZATION

Free text fields for optional description of impact on the planning and/or organization from the adjustment request.

EFFECT ON BUDGET LINES

Add positive or negative budget lines including production budget specification.

EFFECT ON INDIRECT COSTS

If indirect costs are configured, the impact from the adjustment request on the indirect costs will be calculated and made visible.

EFFECT ON REVENUE

Revenue calculation uses the same method and information as available generating the revenue lines on a Cost Control budget.

The revenue lines on an adjustment request are always generated for the complete project. Not only for new billing rules in case of a fixed price project or new estimated cost and revenue lines on a time & material project.

The total revenue amount is shown in the field Revenue amount on the adjustment request. The difference between the revenue lines on the adjustment request and the revenue lines on the Cost

Control budget is shown in the field Revenue amount impact on the adjustment request.

Once the adjustment request is approved and posted, newly generated revenue lines on the adjustment request will become the actual revenue amount on the Cost Control budget.

Note: it is possible to create an adjustment request for only revenue line calculation without any changes to the budget lines itself.

Option

Description

Instant publish

A task planning draft can be instantly published (if enabled), any related budget adjustments will still go through the adjustment request workflow.

Adjustment request type

Ability to select the correct adjustment request type.

Description

Mandatory field to provide a description.

Option

Description

Budget is added compared to the selected version.

Budget is lowered compared to the selected version.

Budget remained equal compared to the selected version.

There is no active budget, but the compared version contains budget.

There is active budget, but the compared version contains no budget.

Function

Description

Total budget status

This field shows the budget status of the CBS code related to the selected task.

Planned

The total estimated cost in your planning.

Budget

The total budget available for this project

DETAILED

Status

This is the status icon for the transaction type. It could be that on task level there is sufficient budget, but there might be a difference per individual transaction type. (hour, item, expense)

Transaction type

Select if you would like to see the details of the budget for Hour, Item or Expense.

Planned

Total planned cost for the selected transaction type

Budget

Total budget available for the selected transaction type

Create/Open budget adjustment

Create a budget adjustment with the positive or negative difference between planned cost and budgeted cost. If a budget adjustment already exists, you can open the budget adjustment from here.

NOTE: This function is only available if the budget is locked.

Function

Description

Expected content validation rule

This field allows the selection of four predefined actions where content validation should be trigged on:

-       On project activity / milestone close

-       On project quotation transfer to project

-       On cost control budget lock

-       Budget adjustment is sent to workflow

Content category

Optionally, a content category can be selected as an additional criterium what the validation rule should check on:

-       General

-       Invoice

-       Communication

-       Drawings

-       Product Info

-       Project Documents

Block

Enabling this setting prevents the execution of the defined action, if the expected content is not available. When disabled, only a warning will be shown.