Guided Demonstration -

Enter Budget Amounts

Workbook

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Guided Demonstration - Enter Budget Amounts 407785490.doc

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Guided Demonstration - Enter Budget Amounts
Distribution
R12 Project Management Fundamentals

D47872GC10

Ownership
The Job Title is responsible for ensuring that this document is necessary, that it reflects actual
practice, and that it supports corporate policy.

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Guided Demonstration - Enter Budget Amounts
Find Your Project

1. Responsibility = Projects SU, Vision Services (USA)

2. Navigate to the Search Projects page

 (N) Projects: Delivery > Search Projects

 (B) Advanced Search

3. Find the project you created in the previous demonstration

 Select Show table data when any condition is met option

 Enter the search criteria in the Project Name fields

 Project Name is = XX Cost Plus Project

 (B) Go

4. (H) XX Cost Plus Project

Enter Plan Amounts

5. Navigate to the Maintain Versions: Approved Cost Budget page

 (T) Financial

 (I) Maintain Versions for the Approved Budget plan type

6. (I) Edit for the Version 1 Approved Budget

7. (B) Add Tasks and Resources

8. Select the XX Cost Plus Project.

9. (B) Add Resource

10. Select the following resources:

 Consultant
 Developer
 Engineer
 Equipment
 Supplies
 Indirect Costs

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11. (B) Apply

12. (B) Apply

13. Enter budget amounts for Supplies

For Supplies, you will use a spread curve to distribute the budget amount over the periods.

 (I) Update Budget Line Details

 Change the Spread Curve to Bell Shaped

 (B) Apply

 (I) Edit for Supplies

Period* Quantity: Total

First Period 10000

*Your periods may vary. For example, the first four periods listed could be FEB-07, MAR-
07, APR-07, and MAY-07

 (B) Distribute

 Review the distribution of the quantity over the periods

 (B) Apply

14. Enter budget amounts for Consultant

For Consultant, you will manually enter budget amounts in each period.

 (I) Edit

Period Quantity: Total

First Period 50
Second Period 100
Third Period 100
Fourth Period 50

 (B) Apply

15. Enter budget amounts for Developer

For Developer, you will use a spread curve to distribute the budget amount over the periods.

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  (I) Update Budget Line Details

 Verify/Change the Spread Curve to Even

 (B) Apply

 Enter the total quantity of hours for Developer on the Edit Budget: Approved Budget
page

Resource Quantity: Total

Developer 500

 (B) Save

 (I) Edit

 Review the distribution

Note: The first and last periods will have different amounts than the other periods if the
project starts and ends in the middle of a period.

16. (H) Home

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