How the Budget Details section relates to the Budget Header section
The ‘Budget Type’, ‘Budget Entry Method’, and ‘Resource List’ (if applicable) data items are essential and must be established before you can populate the details section.
Ensure that the ‘Budget Header’ line does not appear part way through the budget lines for that project, otherwise the upload program will consider there to be two project budgets.
Line Details section
To enter Budget Line Details, click on the ‘Forms’ icon and select ‘Task and Resource Level Budget Details’ on the ribbon or double click on a column in the ‘Budget Line Details and Non Time-Phased Amounts’ section.
This set of columns provides the detailed budget information and includes an optional ‘Line Comment’ column. Note - ‘Task Number’ is not required to be repeated on each line. It does no harm, but if the Task Number is the same for two or more subsequent rows, only the first row is required to be populated.
The ‘Amount Type’ is a compulsory column and only the ‘Line Comment’ and ‘Currency’ columns are truly optional. The others may or may not be required depending on your choice of Entry Method (for Budgets) or Plan Settings (for Financial Plan).
Note - Tasks must first be created in the Project before you can assign a budget value against each of the tasks. Budget Wizard does not create a task.
Budgets
The fields provided in the ‘Budget Details’ form will be dependent on the ‘Entry Method’ selected at the header level.
This form is an example of what you would see if your budget entry method is by Task, Date Range and Resource.
• If the ‘Entry Method’ is not by Date Range, then the ‘Date Range’ start and end dates will not be included on the form.
• If the ‘Entry Method’ is not by Resource, then the ‘Resource’ fields will not be included on the form.
• If the ‘Entry Method’ is by GL or PA period, then the ‘Amount’ and ‘Bottom Task’ fields will not be included on the form.
Financial Plans
This form is an example of what you would see if your Cost Level is ‘Task’ and Cost Time Phasing is ‘None’.
• If ‘Cost Level’ or ‘Revenue Level’ is not ‘Task’ then the ‘Top/Bottom Task’ field will not display on the form.
• If the ‘Cost Time Phasing’ or ‘Revenue Time Phasing’ is GL or PA Period, then the ‘Amount’ field will not display.
Time Phased by GL or PA Period
These must be entered on row 9, commencing directly under the ‘Period Name’ heading on row 8. There is a form available to assist with entry of the period names.
When entering the period name manually ensure that this matches the value in Oracle Projects exactly, otherwise an error will occur.
Refer to section:
on the ribbon. For further details on this functionality refer to the