3.6 Load Start, Budget, Risk, Orders (03200m)

This application enables the fast set up of a project that includes:-

Allocations and Trade Elements
Values allowed
Risk2Do standard items
Standard Orders

The framework for the setup could be:-

A Muli Estimate
A Template Project
Existing Operating Project

The Muli Estimate will be released in Stage 3 of Version N and includes a setup similar to this to establish the Estimate framework. With the Estimate, load all the budget values and any notations added during the Estimate process.

Muli provides Project Templates which may include:-

Allocations with Trade Elements (zero values)
Risk2Do items
Default Orders (zero values)

If Users wish to modify a template, they need to create their own Project Template (which may be any Project Number). However you can raise project templates in ZT8xxxx without the need to establish a 'Z' company or 'T' profit centre. However, you cannot process any Variations in Accounts Payable/Accounts Receivable against these project templates.

Project No
The project master (3.1) is required to be set up on Muli prior to loading of project details
Project Type Source 245

A. Active Project
E. Estimate
T. Template Project
Source Project
Source Estimate
This question is greyed out unless an estimate is requested.
Include Stages - Y/N.If you say NO to stages, then all loaded items will have a '0000' value. Looking forward, the use of stages provides a division basis in displaying project activities.
Include Budget Items - If it is the first budget item, then all budget items are displayed with zero values. Users may review list de-select items and insert budget value into the schedule prior to loading as budget into the project.
Keep Budget values - Y/N.
Include Risk2Do items - Y/N
Include Labour Orders - Y/N

A table is presented enabling Users to select those Orders they wish to create including the ability to enter/adjust values.
Include Purchase Orders (exclude Income (C) orders)? - Y/N

The loaded program will keep track of where it is up to and status so it can restart from that location. A project may be budget loaded from more than one project/estimate.