Budget Details Page Overview

• Currency: If multi-currency has been enabled for your account and this project's currency is not the account primary currency, you can toggle between your project currency and the account primary currency.
• Mail Merge: Click to open a mail merge document. In e-Builder, a mail merge document is a Microsoft Word® or PDF® print out of the data currently in view. Mail merge templates can be generic, providing just the data currently in view, or custom. If a template has not been created for your project, a generic printout opens. Custom templates provide additional cost data. These templates are created by your e-Builder Administrator and can be tailored with field mappings to capture very specific cost information. For more information, see Budget Templates.
• Edit : Click to edit the Budget Details.
• Project: Displays the name of the project. Click the link to open the Project Details page.
• Created (Draft) Created: Displays the date the budget was created and the name of the user that created it.
• Approved (Approval Requested): Displays the date the budget was approved or when approval was requested for draft budgets.
• Description:  Description of the budget. Click Edit to modify the description.
• Status: Displays the status of the budget. 
• Budget Control: Displays the cost control setting for the budget. This setting is determined by the e-Builder Administrator and can only be changed to less restrictive. For more information, see Cost Control.

This section of the Budget Details page is displayed only after a budget has been approved. The Quick Cost Summary details information about the Budget and its current relation to Actuals and Commitments.

• Current Budget: Approved original budget amount and all approved budget changes.
• Current Commitments: All approved commitment changes plus original commitments, and approved general invoices.
  Current Commitments = approved commitment changes + original commitments + approved general invoices.
• Actuals Approved: Total amount of all approved invoices.
• Actual Costs To Complete: Total invoice amount needed to fulfill all commitments.
  Actual Costs To Complete = projected commitments * actuals approved.
• Available Funds: Total amount of funds available in your funding sources.

Funds are not depleted from the funding source until invoices have been approved. This total does not take into account invoices marked received.

• Forecasted Over/(Under): This figure represents an amount above or under the forecasted budget. This total is the difference between the estimate at completion and the current budget. For more information, see Forecasting.
  Forecasted Over/(Under) = estimate at completion - current budget.

This tab lists all available budget line items. Click the line item number to open the Line Item Details page and view more detailed information about each budget line item.

• Group By:  Click to select a view. The Budget Line Items tab can be grouped by Line Item or any other Account Code Segments established.
• Apply Template: Click to apply a budget template. Budget templates are complete with budget line items and can be used to save a lot of time when starting the budget. Budget templates are created by the e-Builder Administrator, for more information, see Budget Templates.
• Add Line Item: Click to add budget line items. Even if a budget template was used, additional line items can be added by clicking this button. For more information on this procedure, see Add Budget Line Items.
• Export to Excel® Icon ( ): Click to export the budget line item to a Microsoft Excel® spreadsheet.

This tab lists all recorded budget changes in all available statuses. Click a budget change number to open the Budget Change Details page and access additional information about the budget change.

• Show: Click to narrow budget changes that display in the table below by status.
• Mail Merge: Click to open a mail merge document after selecting one or more budget change check boxes. In e-Builder, a mail merge document is a Microsoft Word® or PDF® print out of the data currently in view. Mail merge templates can be generic, providing just the data currently in view, or custom. If a template has not been created for your project, a generic printout opens. Custom templates provide additional cost data. These templates are created by your e-Builder Administrator and can be tailored with field mappings to capture very specific cost information. For more information, see Mail Merge Templates.
• Add Change: Click to add a budget change. For more information about this procedure, see Add Budget Changes.
• Export to Excel® Icon ( ):  Click to export the budget line item to a Microsoft Excel® spreadsheet.

This tab is available only if the project currency is different from the primary currency.

• Lists the currency exchange rates, when they were added, updated and deleted. If you are importing multiple rates, it will only display the most recent exchange rate.

• Saves the history when the draft budget is saved with at least one non-zero budget item value until the budget is approved. The timestamp is displayed in your timezone.

• Displays when the budget was approved, when the exchange rate was set, when a budget change was voided.

• Click the Export to Excel icon to export all columns and rows of the Exchange rates history table.

Add notes to the budget or view any existing notes there may be. Click Add, type your notes and then click Save. You also have the option to check spelling.

View and attach any supporting files associated with the budget. Once attached, other users can view and download these files.

• <file name>: Click to view the file.
• Properties:  Displays individual file properties
• Download: Downloads the file to your computer.
• Redline: Marks up the file.
• Attach Revision: Attaches documents to this budget. For more information on this procedure, see Attach Documents to Budget / Line Items.
• Remove: Removes the file.
• Edit: Opens the file in the native application to edit it.

Forms can be attached to the budget details for additional backup information. From this tab you are able to view, fill out a new form, as well as attach any supporting forms associated with a budget.

Forms are permission driven. If a user does not have the permission level to view the form in the Forms module, they will not be able to view the Form attached to the Budget Details.

• Fill Out Form: Opens the Fill Out form on [Project Name] dialog box and select a form to complete. Once it is posted the form will display on this tab.
• Attach Forms: Opens the Fill out form on [Project Name] dialog box and attach an existing form to the budget.
• Remove:  Remove the file.

• Attach Processes: Opens the Attach Processes from [Project Name] dialog box and attach an existing process to the budget.
• Remove: Removes the file.