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. Click to view image.

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 years 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 be promised to contractors.

Excess or Short

The difference between the Encumbered 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.

MP_Grid

How To

Add a master project to the program

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

OR

Attach an existing master project to a program

  1. In the Master Project module find the master project to link
  2. On the General tab click on the Program Rec # button and select the desired Program.
  3. The Program Number and Program Name will be automatically filled in.

    MP_to_Program

  4. The master project will appear on the program record on the Financials/Master Project tab in the Master Projects Grid.

See Also

Program

Program Header Data

General Tab

CIP Years Tab

Scope of Work Tab

Custom and Comments