Common Budget Summary Page Configurations

There are two common budget summary page configurations—one is the budget summary page itself, and the other is a bid overview page. These pages require that you have created certain budget types listed on the Common Budget Type Configurations page.

Budget Summary Page

Your budget summary page provides a snapshot of your budget information. It is also the first page seen by the user when they open the Budgets sub-module. The table below describes a sample budget summary page.

Note:

To learn how to build a budget summary page layout, see the Build a Budget Summary Page Layout procedures.

Table Columns

The columns that appear in this table are:

Column Type: Two options:
- Budget Type: Budget type. See our Common Budget Type Configurations article to learn more.
- Computed / Math: Uses a formula to calculate its value. You can create a math column using the Add a Math Field to the Layout procedures.
Column Name
Show Selected Status Only?: You can modify this setting using the Modify the Appearance or Behavior of a Budget Field in the Layout procedures.
Display Budget Status?: You can modify this setting using the Modify the Appearance or Behavior of a Budget Field in the Layout procedures.
Formula: If the column type is Computed / Math, what formula is used to calculate its value?

Column Type	Column Name	Show Selected Status Only?	Display Budget Status?	Formula
Budget Type	Estimate		Yes
Budget Type	GC Conditioning / Award	Yes
Budget Type	Vendor Conditioning / Award	Yes
Budget Type	Change Orders
Computed / Math	Committments			GC Conditioning / Award + Vendor Conditioning / Award + Change Orders
Budget Type	Payment Applications
Computed / Math	Remaining			Commitments - Payment Applications
Computed / Math	Variance			Estimated - Commitments

Bid Overview

The bid overview budget summary page allows you to review general contractor bids side-by-side. If you have not enabled unsealed bidding, the bidder name will not display until the Bid Close Date has passed.

Note:

To learn how to build a budget summary page layout, see the Build a Budget Summary Page Layout procedures.

Important!

You will need to configure your GC Bid columns to display each bidder's bid submission. See our Manage Budget Summary Page article to learn how.

Table Columns

The columns that appear in this table are:

Column Type: There is one column type option in this table—Budget Type. Learn more about common budget type configurations by reading our Common Budget Type Configurations article.
Budget Type: The budget type.
Field Label: The field label. For a GC bid budget type, the field label corresponds with which bidder submitted the bid. See our Manage Budget Summary Page article to learn how to configure a bidder column.
Show Selected Status Only?: You can modify this setting using the Modify the Appearance or Behavior of a Budget Field in the Layout procedures.
Display Bidder?: You can modify this setting using the Modify the Appearance or Behavior of a Budget Field in the Layout procedures.
Bid Number : Bid number, corresponding with the bidder that submitted the bid. See our Manage Budget Summary Page article to learn how to configure a bidder column.

Column Type	Budget Type	Field Label	Show Selected Status Only?	Display Bidder?	Bid Number
Budget Type	Estimate	Estimate	Yes
Budget Type	GC Bid	Bid 1		Yes	1
Budget Type	GC Bid	Bid 2		Yes	2
Budget Type	GC Bid	Bid 3		Yes	3
Budget Type	GC Bid	Bid 4		Yes	4
Budget Type	GC Bid	Bid 5		Yes	5
Budget Type	GC Conditioning / Award	GC Conditioning / Award	Yes	Yes

Common Budget Summary Page Configurations

Budget Summary Page

Table Columns

Bid Overview

Table Columns

Rate this topic: