| Launch Estimate to Budget (tpest2200m000) |  |
| Use this session to launch a budget from the estimate line. Estimate lines that have been launched can be relaunched. 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 ERP LN 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. Related topics To launch an estimate to a budget
Fields | Description
Launch Estimate
Source
Project | The project 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.
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.
Launch Options
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 launched.
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.
Launch as Sundry Lines
Surcharge Amount | If this check box is selected, the surcharge amounts of the estimate are added as a budget line with the Sundry Costs cost type.
Surcharge Amount | The surcharge amounts of the estimate are added as a budget line with the Sundry Costs cost type.
Escalation Amount | If this check box is selected, the escalation amounts of the estimate are added as budget lines with the Sundry Costs cost type.
Escalation Amount | The escalation amount of the estimate added as budget lines with the Sundry Costs 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 Costs cost type.
Contingency Amount | The contingency amount of the estimate is added to the project as a budget line with the Sundry Costs cost type.
Target
Budget Version | The top-down budget version.
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.
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 Versions (tpest1100m000) session.
Report Options
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 the 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 the Message Log (tpest0505m000) session.
Defaults
Budget Data
Element | The element linked to the project.
Activity | The activity linked to the project.
Cost Component |
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.
Cost Object
Material | If the cost type is Materials and the estimate line does not have a cost object, budget lines will be created for this cost object.
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.
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.
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.
Sundry Cost | If the cost type is Sundry Costs and the estimate line does not have a cost object, budget lines will be created for this cost object.
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
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
Cost Object Generation
Cost Object Not Filled
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.
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.
Cost Object of type 'Control Code'
Material | If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Project 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 Project 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 ERP LN always assigns the next free sequence number to the control code.
Equipment | If this check box is selected, the corresponding values entered in the Number Group and Series group box in the General Project 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 Project 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 Project 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.
Conversion Factors
Conversion Factors | The conversion factor for the item. Allowed values Yes: ERP LN copies the conversion factors to the target item, and approves them directly. No: ERP LN copies the conversion factors to the target item. However, you must use the Conversion Factors (tcibd0103m000) session, to approve the conversion factors manually. Not Applicable: ERP LN copies the conversion factors to the target item. The approved conversion factors remain approved, and the unapproved conversion factors remain unapproved.
Commands | Description
Launch | Launches the estimate to the budget.
Message Log | Starts the Message Log (tpest0505m000) session which displays the messages that are created during the top-down consistency check, or during the launch to budget process.