Financials/Master Projects Tab

This tab links Master Projects to the Program and summarizes the costing information from all of the linked master projects. This tab is made up of several auto-calculating fields as well as a grid of the attached Master Projects.

Special Fields

Field Name	Field Description
Estimated	The sum of all the Master Project > Projects tab > Estimated fields. It is the estimated cost for the entire program
Prior Years	The sum of all the Master Project > Projects tab > Prior Years fields. This is the amount of funding for the program in prior years.
Current Funding	The sum of all the Master Project > Projects tab > Current Funding fields. This is the current year's funding
Funded	The sum of all the Master Project > Projects tab > Current Funding fields. It is the amount of funding acquired for the entire program.
Unfunded	The difference between the Estimated and Funded fields. This is either the amount of funding still needed, or extra money.

Awarded	The sum of all the Master Project > Projects tab > Awarded fields. The amount of money that has actually been promised to contractors.
Excess or Short	The difference between the Funded and Awarded fields.
Encumbered	The sum of all the Master Project > Projects tab > Encumbrance fields. The money set aside to pay contracts.

Invoiced	The sum of all the Master Project > Projects tab > Invoiced fields.
Prior Years Paid	The sum of all the Master Project > Projects tab > Paid - Prior Year fields.
Current Year Paid	The sum of all the Master Project > Projects tab > Paid - Current Year fields.
Paid	The sum of all the Master Project > Projects tab > Paid fields.
Remaining	The difference between the Invoiced and Paid fields.
Paid/Enc Pct	The percentage of how many funds have been paid out from the amount of encumbrance.

The grid on this tab shows a list of all Master Projects associated to the Program.

A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Right-click in the grid to Add Record.
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
Double-click on an existing record to open it

How To Add a master project to the program

Right-click in the Master Project grid and select Add Record.
A new master project record will open up.
Fill in the information and save the record. It will appear in the Master Projects grid.

How To Attach an existing master project to a program

In the Master Project module find the master project to link
On the General tab click on the Program Rec # button and select the desired Program.
The Program Number and Program Name will be automatically filled in.
The master project will appear on the program record on the Financials/Master Project tab in the Master Projects Grid.