Budget Option

Allow Cost Budget Entry: Indicates if you allow entry of cost budget types.

Entry Method: The default budget entry method for cost budgets.

Resource List: The default resource list for cost budgets.

Allow Revenue Budget Entry: Indicates if you allow entry of revenue budget types. For contract projects, you must enter a revenue budget for a contract project before it can accrue revenue and be billed. For indirect and capital projects, you can choose to not allow entry of revenue budgets.

Entry Method: The default budget entry method for revenue budgets.

Resource List: The default resource list for revenue budgets.

Resource List for Status Reporting: The default resource list to use for summarizing project amounts for status reporting. You must enter a value to ensure that you can view information in the Project Status windows and project status reports, even when you have not baselined a budget for the project. You typically select the same resource list as one of the resource lists you use for budgeting. When you create a new project template from scratch, Oracle Projects automatically creates a resource list assignment using this resource list.

Budgetary Control

Enter values in this tabbed region if you want to set up budgetary controls and/or budget integration for the project type.

Allow Override at Project Level. Check this check box if you want to allow users to modify the default budgetary control settings that you enter for the project type.

The budgetary control settings for the project type are used when a project template or project is created. If this check box is not checked, the user cannot change the values at the project template or project level.

Budget Type.

For Budgetary Controls: Select a project cost budget type. (Budgetary controls can be enabled for cost budgets only.)

For Bottom-Up Budget Integration: Select a project budget type to be integrated. You can select any active budget type.

Control Flag. Check this check box to enable budgetary controls for the corresponding budget type. (Budgetary controls can be enabled for only one budget type per project type.)

Balance Type. This field is used to define top-down and bottom-up budget integration.

For Bottom-Up Budget Integration: Select Budget.

For Top-Down Budget Integration: Select Encumbrance.

For No Integration (Independent Budgetary Controls): Leave field blank.

Non-Project Budget. This field is used to define top-down and bottom-up budget integration.

For Bottom-Up Budget Integration: Select a General Ledger budget from the list of values. The list of values displays budgets with a status of Open or Current.

For Top-Down Budget Integration: Select the General Ledger Funding Budget from the list of values.

For No Integration (Independent Budgetary Controls): Leave field blank.

Levels. Select a default control level for each budget level:

Project

Tasks

Resource Groups. Select Default from Resource List if you have defined default control levels for your resource list.

Resources. Select Default from Resource List if you have defined default control levels for your resource list.

Time Phase. The system uses these values to calculate available funds.

Amount Type. Select an Amount Type to determine the beginning budget period.

Boundary Code. Select a Boundary Code to determine the ending budget period