| # Launch Estimate to Budget (tpest2200m000) use.session.to launch a budget from the estimate line. Estimate lines that have been launched can be re-launched. Make sure the budget lines are deleted, because the newly launched estimate lines do not overwrite the budget lines. Not every estimate-version structure type can be launched. If the structural element has the Bottom Up estimate type and is one of the following activity types: a WBS element Or a planning package, the structural element cannot be launched to a budget. For the Top-Down estimate type, the same rule applies, in case you use an activity structure as the primary structure. Defaults On the Defaults tab, you must enter values for the default fields. These values are used if SSA® Baan ERP cannot find the values in the estimate version and tries to launch the estimate project. Note When you use the indirect cost/surcharges in an estimate version, you must either make the surcharge amount on your budget lines zero, or change the estimate lines with indirect cost to direct costs, when you launch an estimate. Otherwise, the surcharge is calculated and added to the indirect cost of the actual project, which misshapes the budget. For best results, use sundry costs to update the budget with surcharges. In the Launch as Sundry Lines group box, select the check boxes to balance the total value of the estimate and the budget. The cost amount copied from the estimate lines includes the non-claimable tax amount. The tax code and assessable values are copied from the estimate lines to the budget lines, only for the bottom-up budget. Related topics To launch an estimate to a budget Project The project code. Description The description or name of the code. Status The project status. To launch an estimate to a project budget, the project status must be either Free or Active. Version The estimate version code. Description The description or name of the code. Status The estimate version status can be Free or Final if you launch an estimate. If the estimate-version status is Free, you can add structures to the estimate version, change the version amount, and so on. For example, you can still change the primary structure for one of the other additionally added structures. If the estimate-version status is Final, the estimate version is frozen. You can only change the status back to Free and/or change the sort structure. Top-Down Budget If this check box is selected, the top-down budget is launched. Element Budget If this check box is selected, the element budget is launched. Activity Budget If this check box is selected, an activity budget is launch. Relaunch Already Launched lines If this check box is selected, you can relaunch estimate lines. Note In the budget, you must delete the previously launched estimate lines. Surcharge Amount The surcharge amounts of the estimate are added as a budget line with the Sundry Cost cost type. Surcharge Amount If this check box is selected, the surcharge amounts of the estimate are added as a budget line with the Sundry Cost cost type. Description The description or name of the code. Escalation Amount The escalation amount of the estimate added as budget lines with the Sundry Cost cost type. Escalation Amount If this check box is selected, the escalation amounts of the estimate are added as budget lines with the Sundry Cost cost type. Description The description or name of the code. Contingency Amount The contingency amount of the estimate is added to the project as a budget line with the Sundry Cost cost type. Contingency Amount If this check box is selected, the contingency amount of the estimate is added to the project as a budget line with the Sundry Cost cost type. Description The description or name of the code. Budget Version The top-down budget version. Description The description or name of the code. Plan The plan code. The plan can differ from the plan of the estimate Version. However, the plan must be the project’s leading plan. Description The description or name of the code. Extension The extension code. The estimate lines of this extension are launched as budget lines. Note You can link an extension only if you have linked a structure of type Extension in the Estimate Version (tpest1100m000) session. Description The description or name of the code. Information Messages If this check box is selected, a process report is printed which displays the information and error messages that occur during launching. All information and error messages can be viewed in Message Log (tpest0505m000) Session. Errors If this check box is selected, a process report is printed which displays the information and error messages that occur during launching. All information and error messages can be viewed in Message Log (tpest0505m000) Session. Element The element linked to the project. Description The description or name of the code. Activity The activity linked to the project. Description The description or name of the code. Cost Component The default cost component used as a budget line cost component. You can do so only if: You do not use a cost-component structure. No cost object is used on the launched estimate line. If a new cost object is generated because the estimate line cost object is empty and if the check boxes in the Cost Object Generation group box are selected, the cost component for the budget line is taken from the default cost component. Note that the project cost control levels in the Project - Cost Control Levels (tppdm6102m000) session must be selected for the cost component level. Description The description or name of the code. Cost Type The default cost type for estimate lines which do not have a cost type specified on the line. Budget Status The status of the budget lines created by the launch of the estimate to budget. Suppliers by Material If the cost type is material and the estimate line does not have a cost object, budget lines will be created for this cost object. Description The description or name of the code. Labor If the cost type is labor and the estimate line does not have a cost object, budget lines will be created for this cost object. Description The description or name of the code. Suppliers by Equipment If the cost type is equipment and the estimate line does not have a cost object, budget lines will be created for this cost object. Description The description or name of the code. Suppliers by Subcontracting If the cost type is subcontracting and the estimate line does not have a cost object, budget lines will be created for this cost object. Description The description or name of the code. Sundry Cost If the cost type is sundry cost and the estimate line does not have a cost object, budget lines will be created for this cost object. Description The description or name of the code. Unit The unit code. Note Units are decided based on the units specified in the estimate lines. If the unit specified is different from the units of the standard cost object then based on the user’s input on the launch form new cost object is generated Description The description or name of the code. Time Unit The time unit code. Note Units are decided based on the units specified in the estimate lines. If the unit specified is different from the units of the standard cost object then based on the user’s input on the launch form new cost object is generated Description The description or name of the code. Suppliers by Material If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object. Labor If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object. Suppliers by Equipment If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object. Suppliers by Subcontracting If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object. Sundry Costs If this check box is selected, with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object. Suppliers by Material If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary. Labor If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary. For example, control code 20 appears twice and the length of the sequence is two digits. The codes 2001 and 2002 are generated. The maximum number of positions of the equipment code is 10. The original code entered in the Estimate Lines (tpest2100m000) session must contain less than 10 positions so that a sequence number can be assigned. Note SSA® Baan ERP always assigns the next free sequence number to the control code. Suppliers by Equipment If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary. Suppliers by Subcontracting If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary. Sundry Costs If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Parameters (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary. Launch Launches the estimate to the budget. Message Log Starts the Message Log - Launch (tpest0505m000) session which displays the messages that are created during the top-down consistency check, or during the launch to budget process. |