M-18-6-2 Upload Project View Budget Item Quantities

Who: Sys Admin
Why: When tight control of Project costing is necessary and the same items are required on many Orders within the Project View.
When: When Project Views are set up for Item Budget, the Orders within the Project View cannot exceed the budgeted quantity that has been uploaded for each Item.
Before you begin
  • The required Work types and Attributes must be configured for use with budgeted Items. See Related Topics for more details.
Related topics
Procedure

This procedure is part of a series of tasks that need to be performed in order to configure ConSol so it can create Orders with limits on Item rates and quantities. See topic Configure ConSol for Budget Item Rates (Overview) for an overview of the tasks that need to be performed.

The following procedure describes a three part process to create the Item Budget Quantities table which is used to set the maximum quantity of each item on an Order. It includes:

  • Download the Item Budget Template from ConSol.
  • Input the Item quantities and cost attributes into the Item Budget table (spreadsheet).
  • Import the edited Item Budget Quantities table into ConSol.
M18-6-3-1_Create_Budget_Qty_table-menu-LBL.png
  1. On the ConSol menu select Interfaces > Upload Project View Item Budget.
    The Project View Item Budget screen appears.
    M18-6-3-2_Create_Budget_Qty_table-download-LBL.png
  2. Click the Download button.
    The File Open window appears.
    M18-6-3-3_Create_Budget_Qty_table-save_CSV-LBL.png
  3. Select the Open with or Save File option.
    It is recommended to save the file rather than open it.
    N1 - Take note of the file name so you can find it after saving it.
  4. Click the OK button.
    The Item Budget Quantity Template is either opened or saved to your computer.
  5. Open the file using the default software on your computer (typically Microsoft Excel).
    M18-6-3-5_Create_Budget_Qty_table-completed_CSV-LBL.png
  6. For each Item (N2) within each Project View (N3), enter the quantity of items required for each State/Zone (N4).
    • NOTE: In the example shown above the Cost column is an attribute that was previously created for use with budget items. The name of the Attribute (Cost) and the values that can be entered in the column are defined by the Sys Admin according to the company-specific business rules. See topic Add User-defined Attribute for details on editing the Attribute values. In this example the only allowable values are “Exp” and “Cap” (N5).
      M18-6-3-6_Create_Budget_Qty_table-Cost_values-LBL.png
    • IMPORTANT:
      • Do not make changes to the column headings. (Do not edit row 1.)
      • Do not add any rows above the column headings (row 1).
      • Do not add or delete columns.
      If any of these actions are taken, the Rates upload to ConSol will fail.
  7. Once all the Items are defined save and close the spreadsheet.
To upload the Item Budget Quantities table into ConSol do the following:
M18-6-3-7_Create_Budget_Qty_table-menu-LBL.png
  1. On the ConSol menu select Interfaces > Upload Project View Item Budget.
    The Project View Item Budget screen appears.
    M18-6-3-8_Create_Budget_Qty_table-browse_to_upload-LBL.png
  2. On the Project View Item Budget screen, click the Browse… button.
    The File Upload window appears.
    M18-6-3-9_Create_Budget_Qty_table-upload_file-LBL.png
  3. Find and select the Item Budget Quantity Template (CSV format) file that you edited.
    • IMPORTANT: Do not confuse this with the Item Budget Rates file which must also be uploaded but by a different method. See topic Upload Project View Item Budget Rates for details.
  4. Click the Open button.
    The File Upload window closes.
    N6 - The name of the selected file is displayed next to the Browse… button.
    M18-6-3-10_Create_Budget_Qty_table-submit-LBL.png
  5. Click the Submit button.
    N7 - A message is displayed to indicate if the upload was successful.
    M18-6-3-11_Create_Budget_Qty_table-success-LBL.png
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