D.7a.1 Draft: Enter Data

 

Description

Ability for Finance or Estimator to create a Budget Transfer to re-allocate Budget within the project that impacts Cost Reporting.

 

Budget Transfers can only be used in a single NexGEN project (could be one or many subs)

 

You can only perform one type of transfer (WBS to WBS, WBS to Contingency, Contingency to WBS, Contingency to Contingency) per Budget Transfer.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

  1. Select Budget Management.

  2. Click Budget Transfers.

  3. Click Create Budget Transfer.

 

  1. Select/verify a Program from the list.
  2. Select/verify a Project from the list.
  3. Click Create.

 

Step 2: Complete all required fields.

  1. Type a Document Title.
  2. Select Transfer Type.

  3. Type a Summary Description.

  4. Select an Attraction.

 

 

Step 3: Enter From Line Item Details

  1. Click Create Row button to add lines for From Line Item Detail.     

  2. Type a Description in the Line Item (optional).

  3. Select WBS from the list.

  4. Type a Transfer Amount in the field.

  5. Type any Transfer Notes in the field (optional).

There is a Bulk Paste option available to upload multiply lines of  details click here for Bulk Paste Option.

 

You must select only the Bulk upload option or the + Create Row to add Manually.

 

When entering the Transfer Amount, you must enter both the From Line Item Detail and To Line Item Detail rows and require them to net to zero.

 

Step 4: Enter in Line Item Details

There is a Bulk Paste option available to upload multiply lines of  details click here for Bulk Past Option.

 

You must select the Bulk upload option or the + Create Row to add Manually.  You can not use both.

 

 

    1. Click Create Row button to add lines for From Line Item Detail.     

    2. Type a Description in the Line Item (optional).

    3. Select WBS from the list.

    4. Type a Transfer Amount in the field.

    5. Type any Transfer Notes in the field (optional).

 

 

Step 5: Save the Budget Transfer.

A.     Click .

If you have not yet completed the Budget Transfer, you can 'Save' without submitting and complete the form at a later time.

 

Step 6: Attach a Reference Document (if applicable).

A.     Click Add Attachments.

B.     Select the file to attach (Holding down Ctrl to select multiple attachments).

C.     Click Open to attach the document.

 

Step 7: Submit the Budget Transfer.

A.     Click Workflow

B.     Select Set to Estimator Review from the list.

If Estimator created the Budget Transfer, Step 7 choice for workflow will be Set to Finance Review. Click here for Screenshots and Steps

 

C.     Type a message in the Message field to include in the Email notification (optional).

D.     Click Execute.