Deltek Budgeting & Planning 7 - cp712.mydelteksite.com · Analysis (CPA10,BPA10,PPA10) Time...

March 28, 2016

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

Budgeting & Planning 6.1 to 7.0 Menu Mapping ii

While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein.

The information contained in this publication is effective as of the publication date below and is subject to change without notice.

This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc.

This edition published March 2016.

© 2016 Deltek, Inc.

Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties.

All trademarks are the property of their respective owners.

Budgeting & Planning 6.1 to 7.0 Menu Mapping iii

Contents

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

Cost Analysis ....................................................................................................................................................................................................................... 1

Top Level .......................................................................................................................................................................................................................... 1

Level Down ....................................................................................................................................................................................................................... 1

Active Level ....................................................................................................................................................................................................................... 2

Actions............................................................................................................................................................................................................................... 3

Budget Development ........................................................................................................................................................................................................... 3

Top Level .......................................................................................................................................................................................................................... 3

Level Down ....................................................................................................................................................................................................................... 4

Active Level ....................................................................................................................................................................................................................... 4

Actions............................................................................................................................................................................................................................... 5

Performance and Variance .................................................................................................................................................................................................. 7

Top Level .......................................................................................................................................................................................................................... 7

Level Down ....................................................................................................................................................................................................................... 7

Active Level ....................................................................................................................................................................................................................... 7

Actions............................................................................................................................................................................................................................... 8

New Business & Proposals .................................................................................................................................................................................................. 9

Top Level .......................................................................................................................................................................................................................... 9

Actions............................................................................................................................................................................................................................... 9

AOP/Outlook Analysis ........................................................................................................................................................................................................ 10

Top Level ........................................................................................................................................................................................................................ 10

Status .............................................................................................................................................................................................................................. 10

Supplemental Reports ....................................................................................................................................................................................................... 11

Budgeting & Planning 6.1 to 7.0 Menu Mapping iv

Other ............................................................................................................................................................................................................................... 11

Organization ........................................................................................................................................................................................................................... 12

Cost Analysis ..................................................................................................................................................................................................................... 12

P&L.................................................................................................................................................................................................................................. 12

Labor Analysis ................................................................................................................................................................................................................. 12

Other ............................................................................................................................................................................................................................... 13

Actions............................................................................................................................................................................................................................. 14

Budget Development ......................................................................................................................................................................................................... 14

P&L.................................................................................................................................................................................................................................. 14

Labor Analysis ................................................................................................................................................................................................................. 15

Other ............................................................................................................................................................................................................................... 15

Actions............................................................................................................................................................................................................................. 16

Performance & Variance .................................................................................................................................................................................................... 17

P&L.................................................................................................................................................................................................................................. 17

Labor Analysis ................................................................................................................................................................................................................. 17

Other ............................................................................................................................................................................................................................... 18

Action .............................................................................................................................................................................................................................. 18

New Business & Proposals ................................................................................................................................................................................................ 18

P&L.................................................................................................................................................................................................................................. 18

Action .............................................................................................................................................................................................................................. 19

AOP/Outlook Analysis ........................................................................................................................................................................................................ 19

P&L.................................................................................................................................................................................................................................. 19

Labor Analysis ................................................................................................................................................................................................................. 19

Other ............................................................................................................................................................................................................................... 20

Actions............................................................................................................................................................................................................................. 21

Budgeting & Planning 6.1 to 7.0 Menu Mapping v

Supplemental Report ...................................................................................................................................................................................................... 21

Administration ......................................................................................................................................................................................................................... 22

Actions ............................................................................................................................................................................................................................... 22

User Management ........................................................................................................................................................................................................... 22

General Settings ............................................................................................................................................................................................................. 23

Project Settings ............................................................................................................................................................................................................... 24

Org Settings .................................................................................................................................................................................................................... 25

Reports ............................................................................................................................................................................................................................... 25

Projects

Budgeting & Planning 6.1 to 7.0 Menu Mapping 1

Projects

Cost Analysis

Top Level

Budgeting & Planning 6.1 Report Budgeting 6.1 Screen Name Budgeting & Planning 7.0 Menu Path/Screen Name

Direct Projects Cost Cats. C.P.T.1 - Direct Projects Cost Cats. Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Direct Project Cost Categories (CPT1,BPT1,PPT1)

Direct Projects Cost Hist. C.P.T.3 - Direct Projects Cost Hist. Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Direct Project Cost (CPT3,BPT3,PPT3)

Labor Hours Analysis C.P.T.5 - Labor Hours Analysis Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Labor Hours Analysis (CPT5,BPT5,PPT5)

Labor Cost Analysis C.P.T.6 - Labor Cost Analysis Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Labor Cost Analysis (CPT6,BPT6,PPT6)

Level Down


Projects Cost Cats. C.P.L.1 - Projects Cost Cats. Projects » BNP Project Budgeting » Level Down Reports » Project Cost Categories (CPL1,BPL1,PPL1)

Projects Cost Hist. C.P.L.2 - Projects Cost Hist. Projects » BNP Project Budgeting » Level Down Reports » Project Cost (CPL2,BPL2,PPL2)

Projects


Active Level


Hours Breakdown C.P.A.1 - Hours Breakdown Projects » BNP Project Budgeting » Active Level Reports » Hours Breakdown (CPA1,BPA1,PPA1)

Raw Cost Breakdown C.P.A.2 - Raw Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » Raw Cost Breakdown (CPA2,BPA2,PPA2)

Burdened Cost Breakdown C.P.A.3 - Burdened Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » Burdened Cost Breakdown (CPA3,BPA3,PPA3)

All Cost Breakdown C.P.A.4 - All Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » All Cost Breakdown (CPA4,BPA4,PPA4)

Transaction Analysis C.P.A.5 - Transaction Analysis Projects » BNP Project Budgeting » Active Level Reports » Transaction Analysis (CPA5)

Billing Profile C.P.A.6 - Billing Profile Projects » BNP Project Budgeting » Active Level Reports » Billing Profile (CPA6)

Project Cost Chart C.P.A.8 - Project Cost Chart Projects » BNP Project Budgeting » Active Level Reports » Project Cost Chart (CPA8,BPA8,PPA8)

TM Billable Revenue Breakdown C.P.A.9 - TM Billable Revenue Breakdown Projects » BNP Project Budgeting » Active Level Reports » T&M Billable Revenue Breakdown (CPA9,BPA9)

TM Labor Analysis C.P.A.10 - TM Labor Analysis Projects » BNP Project Budgeting » Active Level Reports » T&M Labor Analysis (CPA10,BPA10,PPA10)

Time Collection Hours-Weekly C.P.A.11 - Time Collection Hours-Weekly Projects » BNP Project Budgeting » Active Level Reports » Time Collection Hours (CPA11,CPA13)

Time Collection Cost (Estimated) C.P.A.12 - Time Collection Cost (Estimated)

Projects » BNP Project Budgeting » Active Level Reports » Time Collection Cost (Estimated) (CPA12)

Projects


Time Collection Hours-Date Range C.P.A.13 - Time Collection Hours – Date Range

Projects » BNP Project Budgeting » Active Level Reports » Time Collection Hours (CPA11, CPA13)

Actions

Budgeting & Planning 6.1 Action Budgeting 6.1 Screen Name Budgeting & Planning 7.0 Menu Path/Screen Name

Change Password C.P.M.1 - Change Password This has been replaced by a Costpoint functionality.

Add Project Level Reporting for Users C.P.M.2 - Add Project Level Reporting for Users

BNP Project Budgeting » Controls and Utilities » Manage Project Level Reporting for Users (CPM2,BPM2,PPM2)

Add Project Level Reporting for Users (NAV)

C.P.M.3 - Add Project Level Reporting for Users (NAV)

This has been replaced by a Costpoint functionality.

Del Project Level Reporting for Users C.P.M.4 - Del Project Level Reporting for Users

BNP Project Budgeting » Controls and Utilities » Manage Project Level Reporting for Users (CPM2,BPM2,PPM2)

Budget Development

Top Level


Direct Projects Cost Cats. B.P.T.1 - Direct Projects Cost Cats. Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Direct Project Cost Categories (CPT1,BPT1,PPT1)

Direct Projects Future Cost B.P.T.3 - Direct Projects Future Cost Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Direct Project Cost (CPT3,BPT3,PPT3)

Labor Hours Analysis B.P.T.5 - Labor Hours Analysis Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Labor Hours Analysis (CPT5,BPT5,PPT5)

Projects


Labor Cost Analysis B.P.T.6 - Labor Cost Analysis Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Labor Cost Analysis (CPT6,BPT6,PPT6)

Level Down


Projects Cost Cats. B.P.L.1 - Projects Cost Cats. Projects » BNP Project Budgeting » Level Down Reports » Projects Cost Categories (CPL1,BPL1,PPL1)

Projects Future Cost. B.P.L.2 - Projects Future Cost. Projects » BNP Project Budgeting » Level Down Reports » Project Cost (CPL2,BPL2,PPL2)

Projects Future Revenue B.P.L.3 - Projects Future Revenue Projects » BNP Project Budgeting » Level Down Reports » Level Down Projects Future Revenue (BPL3)

Active Level


Hours Breakdown B.P.A.1 - Hours Breakdown Projects » BNP Project Budgeting » Active Level Reports » Hours Breakdown Screen (CPA1,BPA1,PPA1)

Raw Cost Breakdown B.P.A.2 - Raw Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » Raw Cost Breakdown (CPA2,BPA2,PPA2)

Burdened Cost Breakdown B.P.A.3 - Burdened Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » Burdened Cost Breakdown (CPA3,BPA3,PPA3)

All Cost Breakdown B.P.A.4 - All Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » All Cost Breakdown (CPA4,BPA4,PPA4)

Project Cost Chart B.P.A.8 - Project Cost Chart Projects » BNP Project Budgeting » Active Level Reports » Project Cost Chart (CPA8,BPA8,PPA8)

Projects


TM Billable Revenue Breakdown B.P.A.9 - TM Billable Revenue Breakdown Projects » BNP Project Budgeting » Active Level Reports » T&M Billable Revenue Breakdown (CPA9,BPA9)

TM Labor Analysis B.P.A.10 - TM Labor Analysis Projects » BNP Project Budgeting » Active Level Reports » T&M Labor Analysis (CPA10,BPA10,PPA10)

TM Budget Review B.P.A.13 - TM Budget Review Projects » BNP Project Budgeting » Active Level Reports » T&M Budget Review (BPA13)

Revenue Breakdown B.P.A.15 - Revenue Breakdown Projects » BNP Project Budgeting » Active Level Reports » Revenue Breakdown (BPA15)

Current Forecast B.P.A.16 - Current Forecast Projects » BNP Project Budgeting » Active Level Reports » Current Forecast (BPA16)

Revenue Analysis B.P.A.17 - Revenue Analysis Projects » BNP Project Budgeting » Active Level Reports » Revenue Analysis (BPA17)

Actions


Create/Modify Budget for Direct Project

B.P.I.1 - Create/Modify Budget for Project Projects » BNP Project Budgeting » Budget/EAC Processing » Project Budgets/EACs

Audit/Modify All Direct Project Budgets B.P.I.2 - Audit/Modify All Direct Project Budgets

Projects » BNP Project Budgeting » Budget/EAC Processing » Project Budgets/EACs

Create/Modify EAC for Direct Project B.P.I.4 - Create/Modify Budget for Project Projects » BNP Project Budgeting » Budget/EAC Processing » Project Budgets/EACs

Audit/Modify All EACs for Direct Budgets

B.P.I.5 - Audit/Modify All EACs for Direct Budgets

Projects » BNP Project Budgeting » Budget/EAC Processing » Project Budgets/EACs

Costpoint Revenue Integration B.P.I.6 - Costpoint Revenue Integration Projects » BNP Project Budgeting » Budget/EAC Processing » Costpoint Revenue Integration (BPI6)

Projects


Change Password B.P.M.1 - Change Password This has been replaced by a Costpoint functionality.

Add Project Level Reporting for Users B.P.M.2 - Add Project Level Reporting for Users

Projects » BNP Project Budgeting » Controls and Utilities » Manage Project Level Reporting for Users (CPM2, BPM2, PPM2)


B.P.M.3 - Add Project Level Reporting for Users (NAV)

This screen is obsolete in Budgeting & Planning 7.0.

Del Project Level Reporting for Users B.P.M.4 - Del Project Level Reporting for Users


Maintain Generic Staff Table B.P.M.5 - Maintain Generic Staff Table Projects » BNP Project Budgeting » Controls and Utilities » Maintain Generic Staff (MAM2, BOM3, BPM5)

Import Budget From Scheduling App B.P.U.1 - Import Budget From Scheduling App

Projects » BNP Project Budgeting » Controls and Utilities » Import Budget/EAC from Scheduling Application (BPU1, BPU3, BPU5, NPU1)

Manage Imported Budgets B.P.U.2 - Manage Imported Budgets The functionality of this screen was incorporated into Import Budget/EAC from Scheduling Application (BPU1, BPU3, BPU5, NPU1

Import EAC From Scheduling App B.P.U.3 - Import EAC From Scheduling App


Manage Imported EACs B.P.U.4 - Manage Imported EACs The functionality of this screen was incorporated into Import Budget/EAC from Scheduling Application (BPU1, BPU3, BPU5, NPU1

Import Budget From Spreadsheet App B.P.U.5 - Import Budget From Spreadsheet App


Projects


Performance and Variance

Top Level


Direct Projects Cost Cats. P.P.T.1 - Direct Projects Cost Cats. Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Direct Projects Cost Categories (CPT1, BPT1, PPT1)

Direct Projects Cost Hist. P.P.T.3 - Direct Projects Cost Hist. Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Direct Project Cost (CPT3,BPT3,PPT3)

Labor Hours Analysis P.P.T.5 - Labor Hours Analysis Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Labor Hours Analysis (CPT5, BPT5, PPT5)

Labor Cost Analysis P.P.T.6 - Labor Cost Analysis Projects » BNP Project Budgeting » Top Level (All Projects) Reports » Labor Cost Analysis (CPT6, BPT6, PPT6)

Level Down


Projects Cost Cats. P.P.L.1 - Projects Cost Cats. Projects » BNP Project Budgeting » Level Down Reports » Projects Cost Categories (CPL1, BPL1, PPL1)

Projects Cost Hist. P.P.L.2 - Projects Cost Hist. Projects » BNP Project Budgeting » Level Down Reports » Project Cost (CPL2, BPL2, PPL2)

Active Level


Hours Breakdown P.P.A.1 - Hours Breakdown Projects » BNP Project Budgeting » Active Level Reports » Hours Breakdown (CPA1, BPA1, PPA1)

Projects


Raw Cost Breakdown P.P.A.2 - Raw Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » Raw Cost Breakdown (CPA2, BPA2, PPA2)

Burdened Cost Breakdown P.P.A.3 - Burdened Cost Breakdown Projects » BNP Project Budgeting » Active Level Reports » Burdened Cost Breakdown (CPA3, BPA3, PPA3)

Project Cost Chart P.P.A.8 - Project Cost Chart Projects » BNP Project Budgeting » Active Level Reports » Project Cost Chart (CPA8,BPA8,PPA8)

TM Labor Analysis P.P.A.10 - TM Labor Analysis Projects » BNP Project Budgeting » Active Level Reports » T&M Labor Analysis (CPA10, BPA10, PPA10)

Project Spend Chart P.P.A.14 - Project Spend Chart Projects » BNP Project Budgeting » Active Level Reports » Project Spend Chart (PPA14)

Actions


Create/Modify Budget for Direct Project

P.P.M.1 - Change Password This has been replaced by a Costpoint functionality.

Add Project Level Reporting for Users P.P.M.2 - Add Project Level Reporting for Users



P.P.M.3 - Add Project Level Reporting for Users (NAV)

This screen is obsolete in Budgeting & Planning 7.0

Del Project Level Reporting for Users P.P.M.4 - Del Project Level Reporting for Users


Projects


New Business & Proposals

Top Level


Proposal Summary (Rev/Cost) N.P.T.1 - Proposal Summary (Rev/Cost) Projects » BNP Project Budgeting » Proposal Budgets » Proposal Summary (Rev/Cost) (NPT1)

Non-Backlog Proj. Bgt. Summary (Rev/Cost)

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

Projects » BNP Project Budgeting » Proposal Budgets » Non-Backlog Budget Summary (Rev/Cost) (NPT2)

Multi-Proposal Consolidation (Rev/Cost)

N.P.T.3 - Multi-Proposal Consolidation (Rev/Cost)

Projects » BNP Project Budgeting » Proposal Budgets » Multi-Proposal Consolidation (Rev/Cost) (NPT3)

Structured Proposal Summary (Rev/Cost)

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

Projects » BNP Project Budgeting » Proposal Budgets » Structured Proposal Summary (Rev/Cost) (NPT4)

Actions


Clone Dir. Proj. Bgt/EAC as Proposal N.P.I.1 - Clone Dir. Proj. Bgt/EAC as Proposal

Projects » BNP Project Budgeting » Proposal Budgets » Create Proposal or Non Backlog (NPI1, NPI3, NPI6)

Create/Clone Proposal as Alternate Proposal

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


Audit/Modify Proposal N.P.I.4 - Audit/Modify Proposal Projects » BNP Project Budgeting » Proposal Budgets » Project Proposals (NPI4)

Create Non-Backlog Project Budgets N.P.I.6 - Create Non-Backlog Project Budgets


Audit/Modify Non-Backlog Project Budgets

N.P.I.7 - Audit/Modify Non-Backlog Project Budgets

Projects » BNP Project Budgeting » Proposal Budgets » Project Non-Backlog Budgets (NPI7)

Projects


Create Budget From Proposal N.P.I.8 - Create Budget From Proposal Projects » BNP Project Budgeting » Proposal Budgets » Create Budget From Proposal (NPI8)

Change Structured Proposal Start N.P.I.10 - Change Structured Proposal Start

Projects » BNP Project Budgeting » Proposal Budgets » Change Structured Proposal Start (NPI10)

Import Proposal From Scheduling App N.P.U.1 - Import Proposal From Scheduling App


Manage Imported Proposals N.P.U.2 - Manage Imported Proposals Functionality of this screen was incorporated into Import Budget/EAC from Scheduling Application (BPU1, BPU3, BPU5, NPU1).

AOP/Outlook Analysis

Top Level


Budget/EAC Status A.P.T.1 - Budget/EAC Status Projects » BNP Project Budgeting » Budget/EAC Processing » Project Budgets/EACs

Status


Project Budgets Status A.P.S.1 - Project Budgets Status Projects » BNP Project Budgeting » Supplemental Reports » Project Budgets/EACs Status (APS1, APS3)

Project EACs Status A.P.S.3 - Project EACs Status Projects » BNP Project Budgeting » Supplemental Reports » Project Budgets/EACs Status (APS1, APS3)

Projects


Supplemental Reports

Other


Job Summary S.P.A.1 - Job Summary Projects » BNP Project Budgeting » Supplemental Reports » Job Summary (SPA1)

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

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

Purchase Commit Detail S.P.A.4 - Purchase Commit Detail Projects » BNP Project Budgeting » Supplemental Reports » Purchase Commit Detail (SPA4)

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

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

Non-Labor Detail S.P.A.7 - Non-Labor Detail Projects » BNP Project Budgeting » Supplemental Reports » Non-Labor Detail (SPA7)

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

Time Collection Hours S.P.A.11 - Time Collection Hours Projects » BNP Project Budgeting » Supplemental Reports » Time Collection Hours (SPA11)

Time Collection Cost (Estimated) S.P.A.12 - Time Collection Cost (Estimated)

Projects » BNP Project Budgeting » Supplemental Reports » Time Collection Cost (Estimated) (SPA12)

Organization


Organization

Cost Analysis

P&L


Profit and Loss By Organization C.O.P.1 - Profit and Loss By Organization Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Organization (COP1,BOP1,POP1)

Profit and Loss By G/L Account C.O.P.2 - Profit and Loss By G/L Account Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Reports » Profit and Loss by Account (COP2,BOP2,POP2)

Profit and Loss By Project C.O.P.3- Profit and Loss By Project Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Reports » Profit and Loss by Project (COP3, BOP3, POP3)

Profit and Loss Chart (Periods) C.O.P.4- Profit and Loss Chart (Periods) Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Reports » Profit and Loss Chart by Period (COP4, BOP4, POP4)

Profit and Loss Chart (Cum) C.O.P.5 - Profit and Loss Chart (Cum) Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Reports » Profit and Loss Chart - Cumulative (COP5, BOP5, POP5)

Labor Analysis


Utilization Dir./Ind. Lab. Analysis C.O.L.1 - Utilization Dir./Ind. Lab. Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Analysis (COL1,BOL1,POL1)

Organization


Labor Hours Analysis C.O.L.2 - Labor Hours Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Labor Hours Analysis (COL2,BOL2,POL2)

Labor Cost Analysis C.O.L.3 - Labor Cost Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Labor Cost Analysis (COL3,BOL3,POL3)

Utilization Chart (FYPeriods) C.O.L.4 - Utilization Chart (FYPeriods) Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Chart by Period (COL4,BOL4,POL4)

Utilization Chart (FYTDcum) C.O.L.5 - Utilization Chart (FYTDcum) Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Chart - Cumulative (COL5,BOL5,POL5)

Other


Direct Non-Labor Analysis C.O.N.1 - Direct Non-Labor Analysis Accounting » BNP Organization Budgeting » Non Labor Analysis Reports » Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1)

Indirect Non-Labor Analysis C.O.N.2 - Indirect Non-Labor Analysis Accounting » BNP Organization Budgeting » Non Labor Analysis Reports » Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1)

Transaction Analysis C.O.T.1 - Transaction Analysis Accounting » BNP Organization Budgeting » Profit and Loss Reports » Transaction Analysis (COT1)

Time Collection Hours C.O.T.2 - Time Collection Hours Accounting » BNP Organization Budgeting » Time Collection Reports » Time Collection Hours (COT2)

Time Collection Hours – Range C.O.T.13 - Time Collection Hours – Range Accounting » BNP Organization Budgeting » Time Collection Reports » Time Collection Hours - Range (COT13)

Rate Analysis (Org) C.O.R.1 - Rate Analysis (Org) Accounting » BNP Organization Budgeting » RateProcessing/ Reports » Rate Analysis by Org (AOR1/COR1/BOR1/POR1)

Rate Analysis (Proj) C.O.R.2 - Rate Analysis (Proj) Accounting » BNP Organization Budgeting » Rate Processing/ Reports » Rate Analysis by Project (COR2/BOR2/POR2)

Organization


Rate Analysis Summary C.O.R.3 - Rate Analysis Summary Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis Summary (AOR3, COR3, BOR3, POR3)

Actions


Change Password C.O.M.1 - Change Password This has been replaced by a Costpoint functionality.

Maintain Special Organization Reporting Rights

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

Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Special Organization Reporting Rights (COM2, BOM2, MAO7)

Budget Development

P&L


Profit and Loss By Organization B.O.P.1 - Profit and Loss By Organization Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Organization (COP1,BOP1,POP1)

Profit and Loss By G/L Account B.O.P.2 - Profit and Loss By G/L Account Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Account (COP2,BOP2,POP2)

Profit and Loss By Project B.O.P.3- Profit and Loss By Project Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Project (COP3, BOP3, POP3)

Profit and Loss Chart (Periods) B.O.P.4 - Profit and Loss Chart (Periods) Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Chart by Period (COP4, BOP4, POP4)

Profit and Loss Chart (Cum) B.O.P.5 - Profit and Loss Chart (Cum) Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Chart - Cumulative (COP5, BOP5, POP5)

Revenue Analysis B.O.P.6 - Revenue Analysis Accounting » BNP Organization Budgeting » Profit and Loss Reports » Budget/Outlook-Revenue Analysis (BOP6)

Organization


Labor Analysis


Utilization Dir./Ind. Lab. Analysis B.O.L.1- Utilization Dir./Ind. Lab. Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Analysis (COL1,BOL1,POL1)

Labor Hours Analysis B.O.L.2 - Labor Hours Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Labor Hours Analysis (COL2,BOL2,POL2)

Labor Cost Analysis B.O.L.3 - Labor Cost Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Labor Cost Analysis (COL3,BOL3,POL3)

Utilization Chart (FYPeriods) B.O.L.4 - Utilization Chart (FYPeriods) Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Chart by Period (COL4,BOL4,POL4)

Utilization Chart (FYTDcum) B.O.L.5 - Utilization Chart (FYTDcum) Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Chart - Cumulative (COL5,BOL5,POL5)

BGT/OLK - Resource Schedule Hours B.O.L.6 - BGT/OLK - Resource Schedule Hours

Accounting » BNP Organization Budgeting » Labor Analysis Reports » Budget/Outlook Resource Schedule (BOL6/BOL7/BOL8)

BGT/OLK - Resource Schedule Hours (Rolling Year)

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


BGT/OLK - Resource Schedule Cost (Rolling Year)

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


Other


Direct Non-Labor Analysis B.O.N.1 - Direct Non-Labor Analysis Accounting » BNP Organization Budgeting » Non Labor Analysis Reports » Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1)

Indirect Non-Labor Analysis B.O.N.2 - Indirect Non-Labor Analysis Accounting » BNP Organization Budgeting » Non Labor Analysis Reports » Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1)

Organization


Rate Analysis (Org) B.O.R.1 - Rate Analysis (Org) Accounting » BNP Organization Budgeting » Rate Processing/ Reports » Rate Analysis by Org (AOR1/COR1/BOR1/POR1)

Rate Analysis (Proj) B.O.R.2 - Rate Analysis (Proj) Accounting » BNP Organization Budgeting » Rate Processing/ Reports » Rate Analysis by Project (COR2/BOR2/POR2)

Rate Analysis Summary B.O.R.3 - Rate Analysis Summary Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis Summary (AOR3, COR3, BOR3, POR3)

Actions


Create/Modify Budget for an Organization

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

Accounting » BNP Organization Budgeting » Budget/Outlook Processing » Organization Budgets/Outlooks

Audit/Maintain Organization Budgets B.O.I.2 - Audit/Maintain Organization Budgets


Create/Modify Outlook for an Organization

B.O.I.3 - Create/Modify Outlook for an Organization


Audit/Maintain Organization Outlooks B.O.I.4 - Audit/Maintain Organization Outlooks


Change Password B.O.M.1 - Change Password This has been replaced by a Costpoint functionality.


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

Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Special Organization Reporting Rights (COM2, BOM2, MAO7)

Maintain Generic Staff Table B.O.M.3- Maintain Generic Staff Table Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Generic Staff (MAM2, BOM3, BPM5)

Organization Budget Cycle Utilities B.O.M.5 - Organization Budget Cycle Utilities

Accounting » BNP Organization Budgeting » Controls and Utilities » Organization Budgets/Outlooks Mass Utilities (BOM5)

Organization


Performance & Variance

P&L


Profit and Loss By Organization P.O.P. 1 - Profit and Loss By Organization Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Organization (COP1,BOP1,POP1)

Profit and Loss By G/L Account P.O.P.2 - Profit and Loss By G/L Account Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Account (COP2,BOP2,POP2)

Profit and Loss By Project P.O.P.3 - Profit and Loss By Project Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss by Project (COP3, BOP3, POP3)

Profit and Loss Chart (Periods) P.O.P.4 - Profit and Loss Chart (Periods) Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Chart by Period (COP4, BOP4, POP4)

Profit and Loss Chart (Cum) P.O.P.5 - Profit and Loss Chart (Cum) Accounting » BNP Organization Budgeting » Profit and Loss Reports » Profit and Loss Chart - Cumulative (COP5, BOP5, POP5)

Labor Analysis


Utilization Dir./Ind. Lab. Analysis P.O.L.1 - Utilization Dir./Ind. Lab. Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Analysis (COL1,BOL1,POL1)

Labor Hours Analysis P.O.L.2 - Labor Hours Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Labor Hours Analysis (COL2,BOL2,POL2)

Labor Cost Analysis P.O.L.3. - Labor Cost Analysis Accounting » BNP Organization Budgeting » Labor Analysis Reports » Labor Cost Analysis (COL3,BOL3,POL3)

Utilization Chart (FYPeriods) P.O.L.4 - Utilization Chart (FYPeriods) Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Chart by Period (COL4,BOL4,POL4)

Organization


Utilization Chart (FYTDcum) P.O.L.5 - Utilization Chart (FYTDcum) Accounting » BNP Organization Budgeting » Labor Analysis Reports » Utilization Chart - Cumulative (COL5,BOL5,POL5)

Other


Non-Labor Analysis P.O.N.1 - Non-Labor Analysis Accounting » BNP Organization Budgeting » Non Labor Analysis Reports » Non-Labor Analysis (CON1,CON2,BON1,BON2,PON1)

Rate Analysis (Org) P.O.R.1 - Rate Analysis (Org) Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis by Org (AOR1/COR1/BOR1/POR1)

Rate Analysis (Proj) P.O.R.2 - Rate Analysis (Proj) Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis by Project (COR2/BOR2/POR2)

Rate Analysis Summary P.O.R.3 - Rate Analysis Summary Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis Summary (AOR3, COR3, BOR3, POR3)

Action


Change Password P.O.M.1 - Change Password This has been replaced by a Costpoint functionality.

New Business & Proposals

P&L


Plug Project Review N.O.P.1 - Plug Project Review Accounting » BNP Organization Budgeting » Plug Processing and Reports » Project Review (NOP1/NOI1/AOP1/AOP2/AOP3)

Organization


Action


Plug Project Calculation/Review N.O.I.1 - Plug Project Calculation/Review Accounting » BNP Organization Budgeting » Plug Processing and Reports » Project Review (NOP1/NOI1/AOP1/AOP2/AOP3)

AOP/Outlook Analysis

P&L


Status Org Budgets A.O.S.1 - Status Org Budgets Accounting » BNP Organization Budgeting » Budget/Outlook Processing » Organization Budgets/Outlooks (integrated with Budget/Outlook screen)

Status Non-Backlog Proj Budgets A.O.S.2 - Status Non-Backlog Proj Budgets

Accounting » BNP Organization Budgeting » Budget/Outlook Processing » Organization Budgets/Outlooks (integrated with Budget/Outlook screen)

P/L by Org-Calc Alloc A.O.C.1 - P/L by Org-Calc Alloc Accounting » BNP Organization Budgeting » Profit and Loss Reports » Budget Profit and Loss By Org/Acct (AOC1, AOC2)

P/L by Acct-Calc Alloc A.O.C.2 - P/L by Acct-Calc Alloc Accounting » BNP Organization Budgeting » Profit and Loss Reports » Budget Profit and Loss By Org/Acct (AOC1, AOC2)

Labor Analysis


Plug Project Details A.O.P.1 - Plug Project Details Accounting » BNP Organization Budgeting » Plug Processing and Reports » Plug Project Review (NOP1/NOI1/AOP1/AOP2/AOP3)

Organization


Plug Project Summary A.O.P.2 - Plug Project Summary Accounting » BNP Organization Budgeting » Plug Processing and Reports » Plug Project Review (NOP1/NOI1/AOP1/AOP2/AOP3)

Budget Risk Summary A.O.P.3 - Budget Risk Summary Accounting » BNP Organization Budgeting » Plug Processing and Reports » Plug Project Review (NOP1/NOI1/AOP1/AOP2/AOP3)

Revenue/Risk Analysis Chart-$ A.O.P.4 - Revenue/Risk Analysis Chart-$ Accounting » BNP Organization Budgeting » Plug Processing and Reports » Revenue/Risk Analysis Chart - $ (AOP4)

Revenue/Risk Analysis Chart-% A.O.P.5 - Revenue/Risk Analysis Chart-% Accounting » BNP Organization Budgeting » Plug Processing and Reports » Revenue/Risk Analysis Chart - % (AOP5)

Other


Rate Analysis (Org)-Computed Alloc A.O.R.1 - Rate Analysis (Org)-Computed Alloc

Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis by Org (AOR1/COR1/BOR1/POR1)

Rate Analysis Summary-Computed Alloc

A.O.R.3 - Rate Analysis Summary-Computed Alloc

Accounting » BNP Organization Budgeting » Rate Processing/Reports » Rate Analysis Summary (AOR3, COR3, BOR3, POR3)

Browse Pool Cost Setup A.O.R.4 - Browse Pool Cost Setup Accounting » BNP Organization Budgeting » Rate Processing/Reports Browse Pool Cost/Base Setup (AOR4)

Browse Pool Base Setup A.O.R.5 - Browse Pool Base Setup Accounting » BNP Organization Budgeting » Rate Processing/Reports Browse Pool Cost/Base Setup (AOR4)

Budget Errors A.O.R.6 - Budget Errors Accounting » BNP Organization Budgeting » Rate Processing/Reports » Budget Errors (AOR6)

Organization


Actions


Compute Forward Rates A.O.I.1 - Compute Forward Rates Accounting » BNP Organization Budgeting » Rate Processing/Reports » Compute Forward Rates (AOI1)

Post Forward Rates to Budget A.O.I.2 - Post Forward Rates to Budget Accounting » BNP Organization Budgeting » Rate Processing/Reports » Post Forward Rates to Budget (AOI2)

Maintain Budget Groups A.O.M.1 - Maintain Budget Groups Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Budget Groups (AOM1)

Maintain Budget Programs A.O.M.2 - Maintain Budget Programs Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Budget Programs (AOM2)

Organization Budget Cycle Initialization

A.O.M.3 - Organization Budget Cycle Initialization

Accounting » BNP Organization Budgeting » Budget/Outlook Processing » Organization Budget Cycle Initialization (AOM3)

Audit Budget Group Details A.O.M.4 - Audit Budget Group Details Accounting » BNP Organization Budgeting » Budget/Outlook Processing » Audit Budget Group Details (AOM4)

Create Top Level Outlook A.O.M.5 - Create Top Level Outlook Accounting » BNP Organization Budgeting » Budget/Outlook Processing » Create Top Level Outlook (AOM5)

Supplemental Report


Revenue Summary S.O.A.1 - Revenue Summary Report Accounting » BNP Organization Budgeting » Profit and Loss Reports » Revenue Summary Report (SOA1)

Org Purchase Commit Detail S.O.A.2 - Org Purchase Commitment and Unposted Labor Detail

Accounting » BNP Organization Budgeting » Time Collection Reports » Purchase Commitment Detail (SOA2)

Org Job Summary S.O.A.3 - Project Summary by owning Org Accounting » BNP Organization Budgeting » Labor Analysis Reports » Org Job Summary (SOA3)

Administration


Administration

Actions

User Management

Budgeting & Planning 6.1 Report & Actions

Budgeting 6.1 Screen Name Budgeting & Planning 7.0 Menu Path/Screen Name

User Setup and Maintenance M.A.U.1 - User Setup and Maintenance Administration » BNP Administration » System Security » User Maintenance

Change Password M.A.U.2 - Change Password This has been replaced by a Costpoint functionality.

License Key M.A.U.3 - License Key This screen is obsolete in Budgeting & Planning 7.0.

Review Error Log M.A.U.5 - Review Error Log This screen is obsolete in Budgeting & Planning 7.0.

Message of the Day M.A.U.6 - Message of the Day This screen is obsolete in Budgeting & Planning 7.0.

User Activity Log M.A.U.8 - User Activity Log This screen is obsolete in Budgeting & Planning 7.0.

User Security Change Log M.A.U.9 - User Security Change Log Administration » BNP Administration » Administration Reports » User Security Log (MAU9)

User Security Review M.A.U.10 - User Security Review Administration » BNP Administration » Administration Reports » User Security Review (MAU10)

Maintain Custom Reports Menu M.A.U.11 - Maintain Custom Reports Menu This screen is obsolete in Budgeting & Planning 7.0.

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

Administration


General Settings



Maintain Account Mapping M.A.M.1 - Maintain Account Mapping Administration » BNP Administration » Administration Controls » Maintain Account Mapping (MAM1)

Maintain Generic Staff Table M.A.M.2 - Maintain Generic Staff Table Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Generic Staff (MAM2,BOM2,BPM5)

Manually Start Data Refresh Process M.A.M.4 - Manually Start Data Refresh Process

Administration » BNP Administration » Administration Utilities » Manually Start Data Refresh Process (MAM4)

Special Admin DB Updates M.A.M.7 - Special Admin DB Updates This screen is obsolete in Budgeting & Planning 7.0.

Maintain Calendar End Dates for Future Years

M.A.M.8 - Maintain Calendar End Dates for Future Years

Administration » BNP Administration » Administration Controls » Maintain Fiscal Year Periods (MAM8)

Maintain Fiscal Year Quarterly Mapping

M.A.M.9 - Maintain Fiscal Year Quarterly Mapping

Functionality of this screen was incorporated into MAM8.

Configuration Settings M.A.M.10 - Configuration Settings Administration » BNP Administration » Administration Controls » Configuration Settings (MAM10)

Upload Custom Report M.A.M.11 - Upload Custom Report This screen is obsolete in Budgeting & Planning 7.0.

Indirect Pool Setup (GCS Only) M.A.M.12 - Indirect Pool Setup Administration » BNP Administration » Administration Controls » Indirect Pool Setup (MAM12)

Service Center Setup (GCS Only) M.A.M.13 - Service Center Setup Administration » BNP Administration » Administration Controls » Service Center Setup (MAM13)

Pool Rates Setup (GCS Only) M.A.M.14 - Pool Rates Setup Administration » BNP Administration » Administration Controls » Pool Rates Setup (MAM14)

Allocation Financial Rates Setup (GCS Only)

M.A.M.15 - Allocation Financial Rates Setup

Administration » BNP Administration » Administration Controls » Allocation Financial Statement Setup (MAM15)

Administration


Fiscal Year Setup M.A.M.16 - Fiscal Year Setup Administration » BNP Administration » Administration Controls » Fiscal Year Setup (MAM16)

Project Settings



Maintain Project Direct Cost Type Table

M.A.P.1 - Maintain Project Direct Cost Type Table

Administration » BNP Administration » Administration Controls » Manage Project Direct Cost Type Table (MAP1)

Maintain Project Report Direct/Indirect Codes

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

Administration » BNP Administration » Administration Controls » Maintain Project Report Direct/Indirect Codes (MAP2)

Maintain Project Direct Tab ACCT_IDs (Optional)

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

Administration » BNP Administration » Administration Controls » Manage Project Budget Sheet Account IDs (MAP4, MAP5)

Maintain Project Indirect Tab ACCT_IDs (Optional)

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

Administration » BNP Administration » Administration Controls » Manage Project Budget Sheet Account IDs (MAP4, MAP5)

Maintain Project Manager/Employee Reference (GCS Only)

M.A.P.7 - Maintain Project Manager/Employee Reference

Administration » BNP Administration » Administration Controls » Maintain Project Manager Translation (MAP7)

Add Additional Project Budget Approvers

M.A.P.8 - Add Additional Project Budget Approvers

Administration » BNP Administration » Administration Controls » Manage Additional Project Budget Approvers (MAP8)

Add Project Mgr Matrix Rights M.A.P.9 - Add Project Mgr Matrix Rights Administration » BNP Administration » Administration Controls » Manage Project Manager Matrix Rights (MAP9)

Maintain Project Exclude Rights for Users

M.A.P.10 - Maintain Project Exclude Rights for Users

Pending.

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

Specify Valid WBS (GCS Only) M.A.P.13 - Specify Valid WBS Administration » BNP Administration » Administration Controls » Manage Valid WBS IDs (MAP13)

Administration


Maintain Employee Rates (GCS Only) M.A.P.14 - Maintain Employee Rates Administration » BNP Administration » Administration Controls » Manage Employee Rates (MAP14)

Org Settings



Maintain Organization Budget Approvers

M.A.O.3 - Maintain Organization Budget Approvers

Administration » BNP Administration » Administration Controls » Maintain Org Budget Approvers (MAO3)


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

Accounting » BNP Organization Budgeting » Controls and Utilities » Maintain Special Org Reporting Rights (COM2, BOM2, MAO7)

Reports



Data Dictionary M.A.R.1 - Data Dictionary This screen is obsolete in Budgeting & Planning 7.0.

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/

Deltek Budgeting & Planning 7 - cp712.mydelteksite.com · Analysis (CPA10,BPA10,PPA10) Time...

Documents

Transcript of Deltek Budgeting & Planning 7 - cp712.mydelteksite.com · Analysis (CPA10,BPA10,PPA10) Time...