Toolkit

The Toolkit in the Planning and Budgeting > Department module provides the following functions:

Function

Result

Perform Cost Update

Updates the estimated and actual cost data on demand, instead of waiting until the nightly recalculation.

Recalculate Fiscal Year Totals

Recalculates the current fiscal year totals on demand, instead of waiting until the nightly recalculation.

Note: These calculations also run each night through the Lucity PM Service.

How To Recalculate Fiscal Year Totals

  1. Click on the module toolbar to open the Toolkit.  The following window appears:

    Department Toolkit

  2. Select Recalculate Fiscal Year Totals and click . The system recalculates the totals.

How To Perform Cost Updates

  1. Click on the module toolbar to open the Toolkit.  The following window appears:

    Department Toolkit

  2. Select Perform Cost Update and click . The system recalculates the cost.

See Also

Department

Department Header Data

Status Tab

Tasks Tab

Availability Tab

Costs Tab

Labor Days Tab

Custom Tab(s)

Comments Tab