Budget and Forecasting: Worksheet Columns (Beta)

Enable Manual Entry in Column Settings

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.

3. Select the Columns tab.

4. Click Create and select a column type from the drop-down menu:

   • Calculated Column

   • Select Column

     • Currency

     • Number

     • Percent

     • Quantity

5. Complete the General Information and Formula and Overrides or Select Options section as required for your column type.

6. In the Formula and Overrides or Select Options section, mark the Enable lump sum manual entry checkbox.

7. Click Create.

Override Values in Calculated or Select Budget Columns

1. Navigate to the Project level Budget tool and open your desired budget view.

2. Locate the column with manual entry overrides enabled.

3. Click the drop-down menu next to the cell value:

   • Automatic Calculation: Keeps the value computed by your defined formula or selected option. Automatic calculations show a lightning bolt icon.

   • Lump Sum Manual Entry: Allows you to type a custom value directly into the cell to override the calculated formula or selected option.

4. Click Lump Sum Manual Entry to manually enter a custom value into the cell.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.

3. Select the Columns tab.

4. Click Create and select a column type from the drop-down menu:

   • Calculated Column

   • Direct Entry Column

     • Currency

     • Number

     • Percent

     • Quantity

   • Select Column

     • Currency

     • Number

     • Percent

     • Quantity

   • Source Column

5. Complete the General Information and Data Source sections as required for your column type.

6. In the Data Display section, configure the cost type filter:

   1. Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values and options within this column based on cost types.

      1. When cost type. Select Includes or Excludes from the drop-down menu.

      2. value of. Select one or more cost types from the drop-down list.

7. Click Create.

Create a Production Quantities Source Column

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.

3. Select the Columns tab.

4. Click Create and select Source Column.

5. Complete the General Information section as required.

6. Under Data Source, configure the following:

   1. Source. Define what source data and applicable filters populate this column.

      1. Select a source. Click and select Production Quantities from the drop-down menu. Select and combine any combination of the following four sources:

         • Budgeted Production Qty. Mark this checkbox to include original budgeted production quantities.

         • Budget Change Production Quantities. Mark this checkbox to include production quantities associated with budget changes.

           • Status. Click the Select Values drop-down menu to select one or more statuses (Draft, Approved, Under Review, and Void).

           • Scope. Click the Select Values drop-down menu to select one or more scopes (In Scope, Out of Scope, TBD, and No Change Event).

         • Prime Contract Change Orders Production Quantity. Mark this checkbox to include production quantities from prime contract change orders.

           • Status. Click the Select Values drop-down menu to select one or more statuses (Approved, Draft, Pending - In Review, No Charge, Rejected, and Void).

           • Scope. Click the Select Values drop-down menu to select one or more scopes (TBD, In Scope, Out of Scope, and No Scope Associated).

           • Configure by Tier. Click this button to configure status and scope individually for Prime Contract Change Order Requests Production Quantity and Prime Contract Potential Change Orders Production Quantity.

         • Change Events Production Quantity ROM. Mark this checkbox to include rough order of magnitude (ROM) production quantities from change events.

           • Scope. Click the Select Values drop-down menu to select one or more scopes (In Scope, Out of Scope, and TBD).

           • Change Event Status. Click the Select Values drop-down menu to select one or more statuses (Open, Pending, Closed, and Void).

7. Under Data Display, configure the following:

   1. Show Value As. Use this setting to configure how values are formatted for cells in this column:

      • Quantity only. Select this radio button to display cell values only as numerical quantities.

      • Quantity and unit of measure. Select this radio button to display values as quantities alongside their unit of measure (UOM) within cells.
        

        Note

        • By default, values are displayed as quantities and UOM for cells.

        • Selecting Quantity and unit of measure eliminates the need to add a separate "Budgeted UOM" source column to your budget view.

   2. Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values within this column based on cost types.

      1. When cost type. Select Includes or Excludes from the drop-down menu.

      2. value of. Select one or more cost types from the drop-down list.

8. Click Create.

How Production Quantities Source Columns Work in a Budget View

When a company admin assigns a Production Quantities source column to a budget view, users can track consolidated total quantities and perform detailed drill-downs:

• View Cell Details: Click a hyperlinked numerical value within a cell in the source column to open a detail panel on the right side of the screen.

• Source Categories: The detail panel breaks down the total value by its configured source categories, such as Prime Potential Change Order Production Quantities and Budget Change Production Quantities.

• Itemized Drill-Down Table: An itemized table displays below each source section, showing granular data such as Created By, Created On, Date Installed, UOM, and Quantity to explain how the final sum was derived.