Potential Project Budget Overruns

Form ID: (PM404000)

On this form, you can view the list of potential budget overruns of a particular project. You can filter the list of budget overruns by using selection criteria. For instance, you can display only budget overruns associated with a specific document type, account group, project task, cost code, inventory item, or date—or any combination of these criteria. For more information, see Project Budget: Budget Control on Document Entry.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Command	Description
Calculate	Calculates potential budget overruns for the selected project and displays the overruns in the table.

Selection Area

You use the elements in this area to select budget overruns for display in the table.


Element	Description
Document Type	The document types for which the potential budget overruns should be calculated and shown. By default, all the document types are selected. You can select one or multiple document types, which can be one of the following: Purchase Order: Purchase orders of the Normal and Project Drop Ship types Subcontract: Subcontracts AP Bill: AP bills Change Order: Change orders This document type is available only if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
Project	The identifier of the project whose potential budget overruns you want to view.
Start Date	The starting date of the range for which you want to view budget overruns. If you want to see budget overruns for all dates, leave this box (and End Date) blank.
End Date	The ending date of the range for which you want to view budget overruns. If you want to see budget overruns for all dates, leave this box (and Start Date) blank.
Project Task	The project task for which you want to view budget overruns. If you want to see budget overruns associated with all tasks, leave this box blank.
Account Group	The account group for which you want to view budget overruns. If you want to see budget overruns associated with all account groups, leave this box blank.
Cost Code	The cost code for which you want to view budget overruns. If you want to see budget overruns associated with all cost codes, leave this box blank. The box is available if the Cost Code feature is enabled on the Enable/Disable Features form.
Inventory ID	The inventory item for which you want to view budget overruns. If you want to see budget overruns associated with all items, leave this box blank.

Table

In the table, you can view the budget overruns that meet your selection criteria.

Note: The system detects overruns for the documents that have not yet updated the project budget. For more information, see Project Budget: Budget Control on Document Entry.

Table 1. Table Columns
Column	Description
Type	The type of the document that resulted in the potential budget overrun.
Reference Nbr.	The number of the document that resulted in the potential budget overrun.
Project	The project for which the potential budget overrun was detected.
Project Description	The brief description of the project for which the potential budget overrun was detected.
Project Task	The project task associated with the line that resulted in the potential budget overrun.
Account Group	The account group associated with the line that resulted in the potential budget overrun.
Cost Code	The identifier of the cost code associated with the line that resulted in the potential budget overrun. The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.
Inventory ID	The identifier of the stock or non-stock item associated with the line that resulted in the potential budget overrun.
Transaction Description	The description of the document line that resulted in the potential budget overrun.
Budgeted	The revised budgeted amount of the corresponding project budget line in the project currency.
Consumed	The sum of the actual amount and the committed open amount of the corresponding project budget line in the project currency. If the corresponding purchase order line has a related AP bill, the consumed amount is equal to the actual amount.
Available	The difference between the Budgeted and Consumed amounts in the project currency.
Document	The sum of the Ext. Cost minus the Discount Amount amounts of all the document lines that impact the same budget line in the document in the project currency.
Remaining	The difference between the Available and Document amounts in the project currency.
Project Currency	The project currency. This column is available if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.