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The Budget Details tab provides a comprehensive view of the budget line item, offering detailed information about its budget, associated manufacturer (applicable to type equipment), vendor, location, contract, and various other details. This information is essential for managing your budget effectively and tracking various aspects of your project or operation.

Budget Details

• Original Budget: Displays the initial budget value allocated to the budget line item.

• Revised Budget: If there have been any changes or revisions to the original budget, this field shows the updated budget amount.

• Remaining Balance: This field reflects the amount of budget that remains unspent after accounting for expenses and revisions.

• Budget ID / CBS: Budget ID or Cost Breakdown Structure (CBS) is a unique identifier for the budget. It helps in tracking and categorizing budgets for different purposes.

• Division / Cost Code: The division or cost code associated with the budget line item, providing a way to categorize the budget for organizational or accounting purposes.

Associated Manufacturer and Model

 This section is relevant for equipment-related line items and displays details about the manufacturer and model of the equipment.

• Manufacturer: Indicates the manufacturer of the equipment.

• Model Number: Shows the specific model number of the equipment.

Additional Details

This section provides various other relevant details for the budget line item.

• Mark-up Fee: Displays any mark-up fees associated with the budget line item.

• Cost Type: Indicates the type of cost associated with the budget line item (e.g., labor, materials, equipment).

• Curve: If a specific financial curve is applied to this budget, it is shown here.

• Vendor: The vendor or supplier associated with this budget line item.

• Estimated Start Date: Shows the anticipated start date for the budget item.

• Estimated End Date: Displays the expected end date for the budget item.

• Projected Schedule Start: The projected start date based on the project schedule.

• Projected Schedule End: The projected end date based on the project schedule.

• Actual Schedule Start: The actual start date once the work has commenced.

• Actual Schedule End: The actual end date once the work has been completed.

• Unit of Measure: Indicates the unit of measurement for the budget line item (e.g., hours, units, square feet).

• Unit Quantity: Displays the quantity of the unit used in this budget line item.

• Unit Cost: Indicates the cost per unit of the budget line item.

Bid Details 

Relevant details related to the bidding process for this budget line item.

• Bid Package: Specifies the bid package associated with this budget line item.

• Bid Award Date: Displays the date when the bid was awarded.

• Bid Status: Indicates the current status of the bid (e.g., awarded, pending, rejected).

Vendor Contract Details

Information about the contract with the vendor for this budget line item.

• Contract: Displays the contract associated with this budget line item.

• Contract Date: Shows the date when the contract was established.

• Contract Status: Indicates the current status of the contract (e.g., active, expired, terminated).

Client Contract Details

Information about the contract with the client for this budget line item.

• Contract: Displays the contract associated with this budget line item in the context of the client relationship.

• Contract Date: Shows the date when the client contract was established.

• Contract Status: Indicates the current status of the client contract (e.g., active, expired, terminated).

Location Breakdown Structure (LBS)

• Location Type: Specifies the type of location related to this budget line item.

• Default Location: Shows the default location, which may be the primary location for this budget line item.

Work Breakdown Structure (WBS):

Information related to the work breakdown structure, helping to categorize the work within the budget line item.

The Budget Details tab provides a comprehensive overview of your budget line item, making it easier to track and manage budget-related information for your project or operation. Use these fields to ensure efficient budget management and keep all relevant details in one place.