You can configure the List Manager that is used in the Budget Manager. 

To access the List Manager use the Path Project Settings > List Manager.

  • The List Manager, has two specific lists. 
  1. The 16 Division Master Format Value list 
  2. The 50 Division Master Format list.

  • The 16 Division Master Format is as shown below, this List is a system generated one and cannot be deleted.


 

Cost Code List for 16 Division Master Format

  • The 16 Division Master Format is further segregated as different Cost Codes. These cost codes are separately created as Cost Code list and can be filtered by the Division Code as shown below.

 

50 Division List:

  • 50 Division list is an upgraded list of the 16 Division code list. The values for this list can be seen in the list value.


 

Cost Type

  • The Cost Type values are used while creating a Budget Item, this used to categorizes the type of Cost. The values are as shown below.


Unit of Measure - Qty List

  • You can see a separate 'Unit of Measure' list for Time and Quantity.

  • Based on the 'Cost Type' selected in the Budget line item, the 'Unit of Measure' field will show the values accordingly.



How to?

How to Create Budget Line Item

How to Use the calculator feature in Budget Manager

How to Add a vendor to Budget Manager

How to use the Right pane in Budget Manager

How to create Direct Cost for a Budget List

How to Import Budget Items

How to Transfer Budget in Budget Manager

How to use View Builder

How to Customize Calculated Columns

How to Edit and Modify existing view

How to Lock and Unlock Budget

How to Configure List Manager for Budget Manager

How to Import Budget Items

How to rearrange and sort columns in Budget Manager

Budget Related Information:

Budget/Cost Metadata

Post Budget to Workflow 


Last Updated: Dec-28-22