An overview of the Budget tabs of a project in Texada iMACS.
Overview
The budget functions are available for the summary and all classes of a stock number. The format of the budgets between companies is slightly different, and is determined by the owner of the stock number. The budget can initially be entered when the stock number is created. It can also be edited in the summary or in each class on the left menu on the stock level, only while the status of the stock number is Pending. After the stock status has been changed to In Progress, the budget is "locked", and a Project Change Request must be issued in order to change the budget.
Summary Budget
The financial information can be manually entered, or imported from Power Systems Quoter (this function is only available for Power Systems stock numbers).
To enter the financial information manually, enter the Sell Price, GP Total, and GP Percent. Currency defaults to CAD, FX Rate to 1, and Sell Price CDN to the Sell Price multiplied by the FX Rate. If the currency is changed to anything other than CAD, a box will appear to enter the FX Rate. After the FX Rate is changed, the Sell Price CDN will be updated. If the Sell Price or GP Total is changed, the GP Percent will be updated. If the GP Percent is changed, the GP Total will be updated.
To import the financial information from Power Systems Quoter, click the Import button in the top right corner. A new window will open and list any existing quote files for this stock number. Choose an existing file or click Browse, find the quote file, click Open, then click Upload.
The screen will now show the quote number and the configuration name. Choose a configuration name, and click Go. The data from the quote file will be displayed. Click on the Add or Add Sel button.
Class Budgets
Each class in a stock number has its own budget. The budget line items can be manually entered, or imported from Power Systems Quoter (this function is only available for Power Systems stock numbers).
To create a budget manually, click add new and enter the information including description, quantity, and unit cost, then click save. Repeat this for all budget line items, for each class.
To import a budget from Power Systems Quoter, click the Import button in the top right corner. A new window will open and list any existing quote files for this stock number. Choose an existing file or click Browse, find the quote file, click Open, then click Upload.
The screen will now show the quote number and the configuration name. Choose a configuration name, and click Go. The data from the quote file and for the current class will be displayed. Click on the Add button at the end of a row to add one specific record. Check off multiple boxes, then click the Add Sel button to add a selection of records. Or, click on the double checkmark button to select all records, then click the Add Sel button.
To Edit budget line items, click the Edit button. After all changes have been made, click Save.
The drop down box in the top left corner shows the budget revisions. If Project Change Requests have been issued, the box will show the PCR numbers. You can view previous revisions of the budget by choosing Original Budget, or a Project Change Request number. If you are viewing any revision after the original budget, a Change field will be shown indicating which lines items were changed, and what type of change it was.
