Deltek Budgeting & Planning 7 - cp712.mydelteksite.com · Budgeting & Planning 7.0 to 6.1 Menu...

March 28, 2016

Deltek Budgeting & Planning 7.0 Budgeting & Planning 7.0 to 6.1 Menu Mapping

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This edition published March 2016.

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Budgeting & Planning 7.0 to 6.1 Menu Mapping ii

Contents

Projects .......................................................................................................................................................................................................................... 1

Budget/EAC Processing ............................................................................................................................................................................................ 1

Top Level (All Projects) Reports ................................................................................................................................................................................ 1

Level Down Reports .................................................................................................................................................................................................. 2

Active Level Reports .................................................................................................................................................................................................. 3

Supplemental Reports ............................................................................................................................................................................................... 5

Proposal Budgets ...................................................................................................................................................................................................... 6

Actions/Processing ................................................................................................................................................................................................. 6

Reports/Inquiries ................................................................................................................................................................................................... 7

Controls and Utilities .................................................................................................................................................................................................. 7

Organization ................................................................................................................................................................................................................. 10

Budget/Outlook Processing ..................................................................................................................................................................................... 10

Rate/Processing Reports ......................................................................................................................................................................................... 10

Rate Analysis Reports ........................................................................................................................................................................................... 11

Profit and Loss Reports ........................................................................................................................................................................................... 12

Labor Analysis Reports ............................................................................................................................................................................................ 13

Non Labor Analysis Reports .................................................................................................................................................................................... 15

Time Collection Reports .......................................................................................................................................................................................... 15

Plug Processing and Reports .................................................................................................................................................................................. 15

Controls and Utilities ................................................................................................................................................................................................ 16

Administration .............................................................................................................................................................................................................. 18

System Security ....................................................................................................................................................................................................... 18

Administration Reports ............................................................................................................................................................................................ 18

Administration Controls ............................................................................................................................................................................................ 18

Projects

Budgeting & Planning 7.0 to 6.1 Menu Mapping iii

Administration Utilities ............................................................................................................................................................................................. 19

File Management ..................................................................................................................................................................................................... 19

Projects

Budgeting & Planning 7.0 to 6.1 Menu Mapping 1

Projects

Budget/EAC Processing

Budgeting & Planning 7.0 Screen Name

Budgeting & Planning 6.1 Screen Name Budgeting & Planning 6.1 Menu Path

Project Budgets / EAC

B.P.I.1 – Create/Modify Budget for Direct Project Project » Budget Development » Action » Create/Modify Budget for Direct Project

B.P.I.2 – Audit/Modify All Direct Project Budgets Project » Budget Development » Action » Audit/Modify All Direct Project Budgets

B.P.I.4 – Create/Modify EAC for Direct Project Project » Budget Development » Action » Create/Modify EAC for Direct Project

B.P.I.5 – Audit/Modify All EACs for Direct Budgets Project » Budget Development » Action » Audit/Modify All EACs for Direct Budgets

Costpoint Revenue Integration (BPI6) B.P.I.6 – Costpoint Revenue Integration Project » Budget Development » Action » Costpoint

Revenue Integration

Top Level (All Projects) Reports



Direct Projects Cost Categories (CPT1, BPT1, PPT1)

C.P.T.1 - Direct Projects Cost Cats Cost Analysis » Top Level » Direct Projects Cost Cats

B.P.T.1 - Direct Projects Cost Cats Budget Development » Top Level » Direct Projects Cost Cats

P.P.T.1 - Direct Projects Cost Cats Performance & Variance » Top Level » Direct Projects Cost Cats

Projects


Direct Project Cost (CPT3,BPT3,PPT3)

C.P.T.3 - Direct Projects Cost Cats History Cost Analysis Development » Top Level » Direct Projects Cost Cats History

B.P.T.3 - Direct Projects Future Cost Budget Development » Top Level » Direct Projects Future Cost

P.P.T.3 - Direct Projects Cost History Performance & Variance » Top Level » Direct Projects Cost History

Labor Hours Analysis (CPT5, BPT5, PP5T)

C.P.T.5 - Labor Hours Analysis Cost Analysis Development » Top Level » Labor Hours Analysis

B.P.T.5 - Labor Hours Analysis Budget Development » Top Level » Labor Hours Analysis

P.P.T.5 - Labor Hours Analysis Performance & Variance » Top Level » Labor Hours Analysis

Labor Cost Analysis (CPT6, BPT6, PPT6)

C.P.T.6 - Labor Cost Analysis Cost Analysis Development » Top Level » Labor Cost Analysis

B.P.T.6 - Labor Cost Analysis Budget Development » Top Level » Labor Cost Analysis

P.P.T.6 - Labor Cost Analysis Performance & Variance » Top Level » Labor Cost Analysis

Budget/EACs Status (APT1) A.P.T.1 - Budget EAC/Status AOP Outlook & Analysis » Budget EAC/Status

Level Down Reports



Projects Cost Categories (CPL1, BPL1, PPL1)

C.P.L.1 - Level Down Project Cost Categories Cost Analysis » Level Down » Level Down Project Cost Categories

Projects


B.P.L.1- Level Down Project Cost Categories Budget Development » Level Down » Level Down Project Cost Categories

P.P.L.1 - Level Down Project Cost Categories Performance & Variance » Level Down » Level Down Project Cost Categories

Project Cost (CPL2, BPL2, PPL2)

C.P.L.2- Level Down Projects Cost Hist. Cost Analysis » Level Down » Level Down Projects Cost Hist.

B.P.L.2 - Level Down Projects Future Cost. Budget Development » Level Down » Level Down Projects Future Cost.

P.P.L.2 - Level Down Projects Cost Hist. Performance & Variance » Level Down » Level Down Projects Cost Hist.

Level Down Projects Future Revenue (BPL3)

B.P.L.3- Level Down Projects Future Revenue Budget Development » Level Down » Level Down Projects Future Revenue

Active Level Reports



Hours Breakdown Screen (CPA1, BPA1, PPA1)

C.P.A.1 - Hours Breakdown Cost Analysis » Active Level » Hours Breakdown

B.P.A.1 - Hours Breakdown Budget Development » Active Level » Hours Breakdown

P.P.A.1 - Hours Breakdown Performance & Variance » Active Level » Hours Breakdown

Raw Cost Breakdown (CPA2, BPA2, PPA2)

C.P.A.2 - Raw Cost Breakdown Cost Analysis » Active Level » Raw Cost Breakdown

B.P.A.2 - Raw Cost Breakdown Budget Development » Active Level » Raw Cost Breakdown

P.P.A.2 - Raw Cost Breakdown Performance & Variance » Active Level » Raw Cost Breakdown

Projects


Burdened Cost Breakdown (CPA3, BPA3, PPA3)

C.P.A.3 - Burdened Cost Breakdown Cost Analysis » Active Level » Burdened Cost Breakdown

B.P.A.3 - Burden Cost Breakdown Budget Development » Active Level » Burden Cost Breakdown

P.P.A.3 - Burdened Cost Breakdown Performance & Variance » Active Level » Burdened Cost Breakdown

All Cost Breakdown (CPA4, BPA4, PPA4)

C.P.A.4 - All Cost Breakdown Cost Analysis » Active Level » All Cost Breakdown

B.P.A.4 - All Cost Breakdown Budget Development » Active Level » All Cost Breakdown

Project Cost Chart (CPA8,BPA8,PPA8)

C.P.A.8 - Project Cost Chart Cost Analysis » Active Level » Project Cost Chart

B.P.A.8- Project Cost Chart Budget Development » Active Level » Project Cost Chart

P.P.A.8 - Project Cost Chart Performance & Variance » Active Level » Project Cost Chart

T&M Billable Revenue Breakdown (CPA9, BPA9)

C.P.A.9 - T&M Billable Revenue Breakdown Cost Analysis » Active Level » TM Billable Revenue Breakdown

B.P.A.9 - T&M Billable Revenue Breakdown Budget Development » Active Level » TM Billable Revenue Breakdown

T&M Labor Analysis (CPA10, BPA10, PPA10)

C.P.A.10 - TM Labor Analysis Cost Analysis » Active Level » TM Labor Analysis

B.P.A.10 - TM Labor Analysis Budget Development » Active Level » TM Labor Analysis

P.P.A.10 - TM Labor Analysis Performance & Variance » Active Level » TM Labor Analysis

Transaction Analysis (CPA5) C.P.A.5 - Transaction Analysis Cost Analysis » Active Level » Transaction Analysis

Billing Profile (CPA6) C.P.A.6 - Billing Profile Cost Analysis » Active Level » Billing Profile

Projects


Time Collection Hours (CPA11, CPA13)

C.P.A.11 - Time Collection Hours-Weekly Cost Analysis » Active Level » Time Collection Hours- Weekly

C.P.A.13 - Time Collection Hours – Date Range Cost Analysis » Active Level » Time Collection Hours – Date Range

Time Collection Cost (Estimated) (CPA12) C.P.A.12 -Time Collection Cost (Estimated) Cost Analysis » Active Level » Time Collection Cost

(Estimated)

T&M Budget Review (BPA13) B.P.A.13 - TM Budget Review Budget Development » Active Level » TM Budget

Review

Revenue Breakdown (BPA15) B.P.A.15 - Revenue Breakdown Budget Development » Active Level » Revenue

Breakdown

Current Forecast (BPA16) B.P.A.16 - Current Forecast Budget Development » Active Level » Current Forecast

Revenue Analysis (BPA17) B.P.A.17 -Revenue Analysis Budget Development » Active Level » Revenue Analysis

Project Spend Chart (PPA14) P.P.A.14 - Project Spend Chart Performance & Variance » Active Level » Project Spend

Chart

Supplemental Reports



Project Budgets/EACs Status (APS1, APS3)

A.P.T.1 - Budget/EAC Status AOP Outlook & Analysis » Budget/EAC Status

A.P.S.3 - Project EACs Status AOP Outlook & Analysis » Project EACs Status

Project Status (SPA5) S.P.A.5 - Project Status Supplemental Reports » Project Status

Project Labor Analysis (SPA6) S.P.A.6 - Labor Analysis Supplemental Reports » Labor Analysis

Non-Labor Detail (SPA7) S.P.A.7 - Non-Labor Detail Supplemental Reports » Non-Labor Detail

Projects


Purchase Commitment Detail (SPA8) S.P.A.8 - Purchase Commit Detail Supplemental Reports » Purchase Commit Detail

Time Collection Hours (SPA11) S.P.A.11 - Time Collection Hours Supplemental Reports » Time Collection Hours

Time Collection Cost (Estimated) (SPA12) S.P.A.12 - Time Collection Cost (Estimated) Supplemental Reports » Time Collection Cost

(Estimated)

Job Summary (SPA1) S.P.A.1 - Job Summary Supplemental Reports » Job Summary

Project Labor Analysis (SPA2) S.P.A.2 - Project Labor Analysis Supplemental Reports » Project Labor Analysis

Non-Labor Detail (SPA3) S.P.A.3 - Project Non-Labor Detail Supplemental Reports » Project Non-Labor Detail

Purchase Commitment Detail (SPA4) S.P.A.4 - Purchase Commit Detail Supplemental Reports » Purchase Commit Detail

Proposal Budgets

Actions/Processing



Create Proposal or Non Backlog (NPI1, NPI3, NPI6)

N.P.I.1 - Clone Direct Project Budget/EAC as Proposal

New Business & Proposals » Actions » Clone Direct Project Budget/EAC as Proposal

N.P.I.3 - Create/Clone Proposal as Alternate Proposal

New Business & Proposals » Actions » Create/Clone Proposal as Alternate Proposal

N.P.I.6 - Create Non-Backlog Project Budgets New Business & Proposals » Actions » Create Non-Backlog Project Budgets

Project Proposals (NPI4) N.P.I.4 - Audit/Modify Proposals New Business & Proposals » Actions » Audit/Modify

Proposals

Project Non-Backlog Budgets (NPI7) N.P.I.7 - Audit/Modify Non-Backlog Project New Business & Proposals » Actions » Audit/Modify

Non-Backlog Project

Projects


Create Budget From Proposal (NPI8) N.P.I.8 - Create Budget From Proposal New Business & Proposals » Actions » Create Budget

From Proposal

Change Structured Proposal Start (NPI10) N.P.I.10 Change Structured Proposal Start Date New Business & Proposals » Actions » Change

Structured Proposal Start Date

Reports/Inquiries



Proposal Summary (Rev/Cost) (NPT1) N.P.T.1 - Proposal Summary (Revenue/Cost) New Bus & Proposals » Top Level » Proposal Summary

(Revenue/Cost)

Non-Backlog Budget Summary (Rev/Cost) (NPT2)

N.P.T.2 - Non-Backlog Proj. Bgt. Summary (Rev/Cost)

New Bus & Proposals » Top Level » Non-Backlog Proj. Bgt. Summary (Rev/Cost)

Multi-Proposal Consolidation (Rev/Cost) (NPT3)

N.P.T.3 - Multi-proposal Consolidation (Revenue/Cost)

New Bus & Proposals » Top Level » Multi-proposal Consolidation (Revenue/Cost)

Structured Proposal Summary (Rev/Cost) (NPT4)

N.P.T.4 - Structured Proposal Summary (Revenue/Cost)

New Bus & Proposals » Top Level » Structured Proposal Summary (Revenue/Cost)

Controls and Utilities



Manage Project Direct Cost Type Table (MAP1)

M.A.P.1 - Maintain Project Direct Costs Type Table Administration » Project Settings » Maintain Project Direct Costs Type Table

Maintain Project Report Direct/Indirect Codes (MAP2)

M.A.P.2 - Maintain Project Report Direct/Indirect Codes

Administration » Project Settings » Maintain Project Report Direct/Indirect Codes

Manage Project Budget Sheet Account IDs (MAP4, MAP5)

M.A.P.4 -Maintain Project Direct Tab ACCT_IDs (Optional)

Administration » Project Settings » Maintain Project Direct Tab ACCT_IDs (Optional)

Projects


M.A.P.5 - Maintain Project Indirect Tab ACCT_IDs (Optional)

Administration » Project Settings » Maintain Project Indirect Tab ACCT_IDs (Optional)

Maintain Project Manager Translation (MAP7)

M.A.P.7 - Maintain Project Mgr/Employee Reference (GCS)

Administration » Project Settings » Maintain Project Mgr/Employee Reference (GCS only)

Manage Project Manager Matrix Rights (MAP9)

M.A.P.9 - Add Project Manager Matrix Rights Administration » Project Settings » Add Project Manager Matrix Rights

Manage Valid WBS IDs (MAP13) M.A.P.13 - Specify Valid WBS IDs Administration » Project Settings » Specify Valid WBS

IDs (GCS only)

Manage Project Level Reporting for Users (CPM2, BPM2, PPM2)

C.P.M.2 - Add Project Level Reporting for Users Cost Analysis » Actions » Add Project Level Reporting for Users

B.P.M.2 - Add Project Level Reporting for Users Budget Development » Actions » Add Project Level Reporting for Users

P.P.M.2 - Add Project Level Reporting for Users Performance & Variance » Actions » Add Project Level Reporting for Users

C.P.M.4 - Del Project Level Reporting for Users Cost Analysis » Actions » Del Project Level Reporting for Users

B.P.M.4 - Del Project Level Reporting for Users Budget Development » Actions » Del Project Level Reporting for Users

P.P.M.4 - Del Project Level Reporting for Users Performance & Variance » Actions » Del Project Level Reporting for Users

Maintain Generic Staff (MAM2, BOM3, BPM5)

M.A.M.2 - Maintain Generic Staff Table Administration » General Settings » Maintain Generic Staff Table

B.O.M.3 - Maintain Generic Staff Table Organization » Budget Development » Actions » Maintain Generic Staff Table

B.P.M.5 - Maintain Generic Staff Table Budget Development » Actions » Maintain Generic Staff Table

Projects


Batch Update Project Budgets (MAP12) M.A.P.12 - Batch Update Proj Budgets Administration » Project Settings » Batch Update Proj

Budgets

Manage Additional Project Budget Approvers (MAP8)

M.A.P.8 - Add Additional Project Budget Approvers Administration » Project Settings » Add Additional Project Budget Approvers

Maintain Employee Rates (MAP14) M.A.P.14 - Maintain Employee Rates Administration » Project Settings » Maintain Employee

Rates (GCS only)

Import Budget/EAC from Scheduling App (BPU1, BPU3, BPU5, NPU1)

B.P.U.1 - Import Budget from Scheduling App Budget Development » Actions » Import Budget from Scheduling App

B.P.U.3 - Import EAC from Scheduling App Budget Development » Actions » Import EAC from Scheduling App

B.P.U.5 - Import Budget from Spreadsheet App Budget Development » Actions » Import Budget from Spreadsheet App

N.P.U.1 - Import Proposal from Scheduling App New Business & Proposals » Actions » Import Proposal from Scheduling App

Organization


Organization

Budget/Outlook Processing



Organization Budgets/Outlooks

B.O.I.1 - Create/Modify Budget for an Organization Budget Development » Actions » Create/Modify Budget for an Organization

B.O.I.2 - Audit/Maintain Organization Budgets Budget Development » Actions » Audit/Maintain Organization Budgets

B.O.I.3 - Create/Modify Outlook for an Organization Budget Development » Actions » Create/Modify Outlook for an Organization

B.O.I.4 - Audit/Maintain Organization Outlooks Budget Development » Actions » Audit/Maintain Organization Outlooks

Organization Budget Cycle Initialization (AOM3)

A.O.M.3 - Organization Budget Cycle Initialization AOP Outlook & Analysis » Actions » Organization Budget Cycle Initialization

Audit Budget Group (AOM4) A.O.M.4 - Audit Budget Group Details AOP Outlook & Analysis » Actions » Audit Budget Group

Details

Create Top Level Outlook (AOM5) AOP Outlook & Analysis » Actions » A.O.M.5 - Create Top Level Outlook

AOP Outlook & Analysis » Actions » Create Top Level Outlook

Rate Processing/ Reports



Compute Forward Rates (AOI1) A.O.I.1 - Compute Forward Rates AOP Outlook & Analysis » Actions » Compute Forward

Rates

Organization


Post Forward Rates to Budget (AOI2) A.O.I.2 - Post Forward Rates to Budget AOP Outlook & Analysis » Actions » Post Forward Rates

to Budget

Rate Analysis Reports



Rate Analysis by Org (AOR1/COR1/BOR1/POR1)

A.O.R.1 - Rate Analysis (Org)-Computed Alloc AOP Outlook & Analysis » Other » Rate Analysis (Org)-Computed Alloc

C.O.R.1 - Rate Analysis (Org) Cost Analysis » Other » Rate Analysis (Org)

B.O.R.1 - Rate Analysis (Org) Budget Development » Other » Rate Analysis (Org)

P.O.R.1 - Rate Analysis (Org) Performance & Variance » Other » Rate Analysis (Org)

Rate Analysis by Project (COR2/BOR2/POR2)

C.O.R.2 - Rate Analysis (Proj) Cost Analysis » Other » Rate Analysis (Proj)

B.O.R.2 - Rate Analysis (Proj) Budget Development » Other » Rate Analysis (Proj)

P.O.R.2 - Rate Analysis (Proj) Performance & Variance » Other » Rate Analysis (Proj)

Rate Analysis Summary (AOR3, COR3, BOR3, POR3)

A.O.R.3 - Browse Pool Cost Setup AOP Outlook & Analysis » Other » Browse Pool Cost Setup

C.O.R.3 - Rate Analysis Summary Cost Analysis » Other » Rate Analysis Summary

B.O.R.3 - Rate Analysis Summary Budget Development » Other » Rate Analysis Summary

P.O.R.3 - Rate Analysis Summary Performance & Variance » Other » Rate Analysis Summary

Browse Pool Cost/Base Setup (AOR4/AOR5)

A.O.R.4 - Browse Pool Base Setup AOP Outlook & Analysis » Other » Browse Pool Base Setup

A.O.R.5 - Browse Pool Base Setup AOP Outlook & Analysis » Other » Browse Pool Base Setup

Organization


Budget Errors (AOR6) This screen is not available in Budgeting & Planning 6.1.

AOP Outlook & Analysis » Other » Budget Errors

Profit and Loss Reports



Profit and Loss by Organization (COP1,BOP1,POP1)

C.O.P.1 - Profit and Loss By Organization Cost Analysis » P&L » Profit and Loss By Organization

B.O.P.1 - Profit and Loss By Organization Budget Development » P&L » Profit and Loss By Organization

P.O.P. 1 - Profit and Loss By Organization Performance & Variance » P&L » Profit and Loss By Organization

Profit and Loss by Account (COP2,BOP2,POP2)

C.O.P.2 - Profit and Loss By G/L Account Cost Analysis » P&L » Profit and Loss By G/L Account

B.O.P.2 - Profit and Loss By G/L Account Budget Development » P&L » Profit and Loss By G/L Account

P.O.P.2 - Profit and Loss By G/L Account Performance & Variance » P&L » Profit and Loss By G/L Account

Profit and Loss by Project (COP3, BOP3, POP3)

C.O.P.3- Profit and Loss By Project Cost Analysis » P&L » Profit and Loss By Project

B.O.P.3- Profit and Loss By Project Budget Development » P&L » Profit and Loss By Project

P.O.P.3 - Profit and Loss By Project Performance & Variance » P&L » Profit and Loss By Project

Profit and Loss Chart by Period (COP4, BOP4, POP4)

C.O.P.4- Profit and Loss Chart (Periods) Cost Analysis » P&L » Profit and Loss Chart (Periods)

B.O.P.4 - Profit and Loss Chart (Periods) Budget Development » P&L » Profit and Loss Chart (Periods)

P.O.P.4 - Profit and Loss Chart (Periods) Performance & Variance » P&L » Profit and Loss Chart (Periods)

Organization


Profit and Loss Chart - Cumulative (COP5, BOP5, POP5)

C.O.P.5 - Profit and Loss Chart – (Cum) Cost Analysis » P&L » Profit and Loss Chart – (Cum)

B.O.P.5 - Profit and Loss Chart – (Cum) Budget Development » P&L » Profit and Loss Chart – (Cum)

P.O.P.5 - Profit and Loss Chart – (Cum) Performance & Variance » P&L » Profit and Loss Chart – (Cum)

Budget Profit and Loss By Org/Acct (AOC1, AOC2)

A.O.C.1 - P/L by Org-Calc Alloc AOP Outlook & Analysis » P&L » P/L by Org-Calc Alloc

A.O.C.2 - P/L by Acct-Calc Alloc AOP Outlook & Analysis » P&L » P/L by Acct-Calc Alloc

Budget/Outlook-Revenue Analysis (BOP6) B.O.P.6 - Revenue Analysis Budget Development » P&L » Revenue Analysis

Revenue Summary Report (SOA1) S.O.A.1 - Revenue Summary Report Supplemental Reports » Other » Revenue Summary

Report

Transaction Analysis (COT1) C.O.T.1 - Transaction Analysis Cost Analysis » Other » Transaction Analysis

Labor Analysis Reports



Utilization Analysis (COL1,BOL1,POL1)

C.O.L.1 - Utilization Dir./Ind. Lab. Analysis Cost Analysis » Labor Analysis » Utilization Dir./Ind. Lab. Analysis

B.O.L.1- Utilization Dir./Ind. Lab. Analysis Budget Development » Labor Analysis » Utilization Dir./Ind. Lab. Analysis

P.O.L.1 - Utilization Dir./Ind. Lab. Analysis Performance & Variance » Labor Analysis » Utilization Dir./Ind. Lab. Analysis

Labor Hours Analysis (COL2,BOL2,POL2)

C.O.L.2 - Labor Hours Analysis Cost Analysis » Labor Analysis » Labor Hours Analysis

B.O.L.2 - Labor Hours Analysis Budget Development » Labor Analysis » Labor Hours Analysis

Organization


P.O.L.2 - Labor Hours Analysis Performance & Variance » Labor Analysis » Labor Hours Analysis

Labor Cost Analysis (COL3,BOL3,POL3)

C.O.L.3 - Labor Cost Analysis Cost Analysis » Labor Analysis » Labor Cost Analysis

B.O.L.3 - Labor Cost Analysis Budget Development » Labor Analysis » Labor Cost Analysis

P.O.L.3. - Labor Cost Analysis Performance & Variance » Labor Analysis » Labor Cost Analysis

Utilization Chart by Period (COL4,BOL4,POL4)

C.O.L.4 - Utilization Chart (FYPeriods) Cost Analysis » Labor Analysis » Utilization Chart (FYPeriods)

B.O.L.4 - Utilization Chart (FYPeriods) Budget Development » Labor Analysis » Utilization Chart (FYPeriods)

P.O.L.4 - Utilization Chart (FYPeriods) Performance & Variance » Labor Analysis » Utilization Chart (FYPeriods)

Utilization Chart - Cumulative (COL5,BOL5,POL5)

C.O.L.5 - Utilization Chart (FYTDcum) Cost Analysis » Labor Analysis » Utilization Chart (FYTDcum)

B.O.L.5 - Utilization Chart (FYTDcum) Budget Development » Labor Analysis » Utilization Chart (FYTDcum)

P.O.L.5 - Utilization Chart (FYTDcum) Performance & Variance » Labor Analysis » Utilization Chart (FYTDcum)

Budget/Outlook Resource Schedule (BOL6/BOL7/BOL8)

B.O.L.6 - BGT/OLK - Resource Schedule Hours Budget Development » Labor Analysis » BGT/OLK - Resource Schedule Hours

B.O.L.7 - BGT/OLK - Resource Schedule Hours (Rolling Year)

Budget Development » Labor Analysis » BGT/OLK - Resource Schedule Hours (Rolling Year)

B.O.L.8 - BGT/OLK - Resource Schedule Cost (Rolling Year)

Budget Development » Labor Analysis » BGT/OLK - Resource Schedule Cost (Rolling Year)

Org Job Summary (SOA3) S.O.A.3 - Project Summary by owning Org Supplemental Reports » Other » Org Job Summary

Organization


Non Labor Analysis Reports



Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1)

C.O.N.1 - Direct Non-Labor Analysis Cost Analysis » Other » Direct Non-Labor Analysis

C.O.N.2 - Indirect Non-Labor Analysis Cost Analysis » Other » Indirect Non-Labor Analysis

B.O.N.1 - Direct Non-Labor Analysis Budget Development » Other » Direct Non-Labor Analysis

B.O.N.2 - Indirect Non-Labor Analysis Budget Development » Other » Indirect Non-Labor Analysis

P.O.N.1 - Non-Labor Analysis Performance & Variance » Other » Non-Labor Analysis

Time Collection Reports



Time Collection Hours (COT2) C.O.T.2 - Time Collection Hours Cost Analysis » Other » Time Collection Hours

Time Collection Hours - Range (COT13) C.O.T.13 - Time Collection Hours - Range Cost Analysis » Other » Time Collection Hours - Range

Purchase Commitment Detail (SOA2) S.O.A.2 - Org Purchase Commitment and Unposted Labor Detail

Supplemental Reports » Other » Org Purchase Commitment and Unposted Labor Detail

Plug Processing and Reports



N.O.P.1 - Plug Project Review New Business & Proposals » P&L » Plug Project Review

Organization


Project Review (NOP1/NOI1/AOP1/AOP2/AOP3)

N.O.I.1 - Plug Project Calculation/Review New Business & Proposals » Actions » Plug Project Calculation/Review

A.O.P.1 - Plug Project Details AOP Outlook & Analysis » Labor Analysis » Plug Project Details

A.O.P.2 - Plug Project Summary AOP Outlook & Analysis » Labor Analysis » Plug Project Summary

A.O.P.3 - Budget Risk Summary AOP Outlook & Analysis » Labor Analysis » Budget Risk Summary

Revenue/Risk Analysis Chart - $ (AOP4) A.O.P.4 - Revenue/Risk Analysis Chart-$ AOP Outlook & Analysis » Labor Analysis »

Revenue/Risk Analysis Chart-$

Revenue/Risk Analysis Chart - % (AOP5) A.O.P.5 - Revenue/Risk Analysis Chart-% AOP Outlook & Analysis » Labor Analysis »

Revenue/Risk Analysis Chart-%

Controls and Utilities



Maintain Special Organization Reporting Rights (COM2, BOM2, MAO7)

C.O.M.2 - Maintain Special Organization Reporting Rights

Cost Analysis » Actions » Maintain Special Organization Reporting Rights

B.O.M.2 - Maintain Special Organization Reporting Rights

Budget Development » Actions » Maintain Special Organization Reporting Rights

M.A.O.7 - Maintain Special Organization Reporting Rights

Administration » Org Settings » Maintain Special Organization Reporting Rights

Organization Budget Cycle Utilities (BOM5) B.O.M.5 - Organization Budget Cycle Utilities Budget Development » Actions » Organization Budget

Cycle Utilities

Maintain Budget Groups (AOM1) A.O.M.1 - Maintain Budget Groups AOP Outlook & Analysis » Actions » Maintain Budget

Groups

Organization


Maintain Budget Programs (AOM2) A.O.M.2 - Maintain Budget Programs AOP Outlook & Analysis » Actions » Maintain Budget

Programs

Maintain Org Budget Approvers (MAO3) M.A.O.3 - Maintain Organization Budget Approvers Administration » Org Settings » Maintain Organization Budget Approvers

Maintain Account Mapping (MAM1) M.A.M.1 - Maintain Account Mapping Administration » General Settings » Maintain Account Mapping

Maintain Generic Staff (MAM2, BOM3, BPM5)

M.A.M.2 - Maintain Generic Staff Table Administration » General Settings » Maintain Generic Staff Table

B.O.M.3 - Maintain Generic Staff Table Budget Development » Actions » Maintain Generic Staff Table

B.P.M.5 - Maintain Generic Staff Table Projects » Budget Development » Actions » Maintain Generic Staff Table

Maintain Fiscal Year Periods (MAM8) M.A.M.8 - Maintain Calendar End Dates for Future Years

Administration » General Settings » Maintain Calendar End Dates for Future Years

Indirect Pool Setup (MAM12) M.A.M.12 - Indirect Pool Setup (GCS Only) Administration » General Settings » Indirect Pool Setup (GCS Only)

Service Center Setup (MAM13) M.A.M.13 - Service Center Setup (GCS Only) Administration » General Settings » Service Center Setup (GCS Only)

Pool Rates Setup (MAM14) M.A.M.14 - Pool Rates Setup (GCS Only) Administration » General Settings » Pool Rates Setup (GCS Only)

Allocation Financial Statement Setup (MAM15)

M.A.M.15 - Allocation Financial Statement Setup Administration » General Settings » Allocation Financial Statement Setup (GCS Only)

Fiscal Year Setup (MAM16) M.A.M.16 - Fiscal Year Setup Administration » General Settings » Fiscal Year Setup

Administration


Administration

System Security



Manage User Groups M.A.U.12 - User Security Groups Administration » User Management » User Security

Groups

Manage Users This is not available in Budgeting & Planning 6.1. This is not available in Budgeting & Planning 6.1.

User Maintenance (MAU1) User Setup and Maintenance Administration » User Management » User Setup and

Maintenance

Administration Reports



User Security Log (MAU9) User Security Change Log Administration » User Management » User Security

Change Log

User Security Review (MAU10) User Security Review Administration » User Management » User Security

Review

Administration Controls



Configuration Settings (MAM10) Configuration Settings Administration » General Settings » Configuration

Settings

Administration


Administration Utilities



Manually Start Data Refresh Process (MAM4)

Administration » General Settings » Manually Start Data Refresh Process

Administration » General Settings » Manually Start Data Refresh Process

BNP Post Install Setup This is a new screen in Budgeting & Planning 7.0 This is a new screen in Budgeting & Planning 7.0

File Management



Manage Alternate File Locations This is not available in Budgeting & Planning 6.1. This is not available in Budgeting & Planning 6.1.

Export Files This is not available in Budgeting & Planning 6.1. This is not available in Budgeting & Planning 6.1.

www.deltek.com

Deltek is the leading global provider of enterprise software and information solutions for professional services firms, government contractors, and government agencies. For decades, we have delivered actionable insight that empowers our customers to unlock their business potential. Over 14,000 organizations and 1.8 million users in approximately 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resource, streamline operations, and deliver more profitable projects. Deltek – Know more. Do more.®

deltek.com

http://www.deltek.com/

Date post:	21-Jan-2019
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