The Budgets Focus Guide covers the following topics:

  • Concepts
  • Part I: Budgets
  • Your Initial Budget
  • Budget Revenue and Project Setup
    • From Project Setup to BFA workbook
    • From BFA workbook to Project Setup
  • With “As Bid” Budget
  • Without “As Bid” Budget
  • BFA Workbook in Budget Mode
  • Entering Your Data
  • Manually Adding Rows
    • A Note about Billing Codes
    • A Note about Production Units
  • Delete Rows
  • Copying an Existing Budget
  • Using Budgets as Templates
  • Importing a Budget
    • Prerequisite: Consolidation Sheets
  • Budget Revisions
  • Editing an Unapproved Budget
  • Approving Your Budget
  • Budget Revenue and Project Setup
  • Revising Your Budget
  • Status Line
  • Fiscal Periods
  • Revised Budget Document and Workbook
  • Adding Rows that Already Exist
    • Through Add Rows
    • Through Copy Existing or Import Wizard
  • Revised Budgets from Other Documents
  • Budget Type
  • Reversal Accounts
  • Reviewing Prior Budgets
  • Appendix A: Related Workbooks
    • Consolidation Sheets
  • BFA Report Supplemental Workbook
    • Other Supplemental Workbooks
    • Named Ranges
  • Appendix C: BFA Budget Import Map
  • Appendix D: Related Reports
  • Budget Revision History Report
  • Project Cost by Account Report
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