Focus Guide: Budgets

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