Maintain Budget Allocation

Select the “Budget Allocation” link under the “Project Definition” business component.

The “Maintain Budget Allocation” page appears.

The system displays the following details in the “Project Details” group box.

Project Status

The status of the project. The status of the project can be “Fresh”, “Draft”, and “Under Revision”.

Project Code	The unique code identifying the project. On press of the “Enter” key the system retrieves the project details according to the project code entered here.
	Help facility available.

The system displays the following details in the “Project Details” group box.

Title	The name of the project.
Project Type	The type of the project.
Project Manager	The name of the project manager.
Revision No	The unique number identifying the revision number.
Revision Date	The date on which the project was revised.
Project Currency	The currency in which the project is denoted.
Project Amount	The total amount allocated for the project.

Finance Book	Use the drop-down list box to select the finance book of the project.
Financial Year	Use the drop-down list box to select the financial year of the project. Note: If the mode is selected as “View”, then the combo is loaded with the options “All” “Summary” and the financial year within the start and end date of the project. If the mode is selected as “Maintain”, then the combo is loaded only with the financial year within the start and end date of the project.
Total Budget Amount	The total budget amount of the project is displayed.
Component Detailing	Use the drop-down list box to select the component detailing of the project. The combo is loaded with the values “Yes” or “No”. The system displays No by default on launch of the page.
Milestone	Use the drop-down list box to select the milestone of the project. The combo is loaded with all the payable milestones defined for the project.

The system displays the following details in the “Project Details” group box.

Milestone Description	The descriptive information of the milestone.
Milestone Amount	The amount pertaining to the milestone.
WBS ID	The identification number of the WBS.
Task Code	The code identifying the task.
Task Description	The descriptive information of the task.

The system displays the following details in the "Budget Allocation Details" multiline:

Financial Year

The financial year of the project.

Account Code	The unique code identifying the account.
	Help facility available.

The system displays the following details in the "Budget Allocation Details" multiline:

Account Description	The descriptive information of the account.
Account Currency	The currency in which the account is denoted.

Provisional Amount	The provisional amount of the budget.
Markup %	The mark up percentage of the budget.
Allocation Amount	The total amount allocated for the budget.
Ready For Approval?	Use the drop-down list box to select whether the budget is ready for approval. The combo is loaded with the value “Yes” or “No” options.
Remarks	The description of the budget allocation details.

The system displays the following details in the "Budget Allocation Details" multiline:

Budget Approval Status	The status of the budget approval.
Component ID / Milestone	The component Identification number or the milestone of the budget allocation details.
WBS ID	The work break down structure identification number of the budget allocation details.
Task ID	The unique code identifying the task.

The system displays the following in the “Data History” group box:

Created By	The login ID of the person who created the budget allocation details.
Created Date	The date and time on which the budget allocation was mapped.
Last Modified By	The login ID of the person who modified the budget allocation details lastly.
Last Modified Date	The date and time on which the budget allocation details was modified last.