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Project budget history enquiry (POM031B)

Related topics

This panel displays the project/quotation budget history. Each change of the figures in a project budget is written in a log file. On this panel you can trace the changes per date/time and/or cost code. For each line, the budget values before and after the change are displayed.

The following types of changes may have been made to the initial budget:

  • Changes to the initial budget
    The budget amount may have been increased or decreased.
  • Internal transfers
    Amounts may have been transferred between the cost codes that are connected to the project.
  • Forecast
    The forecast may have been changed for a cost code.
  • Completion percentage
    The estimated completion percentage of the project may have been changed.

Function keys

Project/System currency Toggle between system and project currency.

Selection fields

Date
The date indicates when the budget change was made.
Time
This column indicates the time that the budget change was made, the user who made the change and the reason for the change.
CC1 CC2
The cost codes for which the budget values have been changed.
Chg orders
The positive or negative amount indicates how much the budget has been increased or decreased.
Intrn trf
The amount indicates how much has been transferred internally between cost codes. A positive amount is entered for the cost code to which the amount is to be transferred, and a negative amount for the present cost code.
Forecast
The new forecast of the cost code.
Cmp%
The estimated completion percentage of the project.