Cost Account - Main

• Creation Date: By default, Proliance makes this the date on which someone first saved the cost account. The Creation Date also appears on the Properties page. You cannot edit this date.

• Current Budget: The sum of the Approved Original Budget, Approved Changes, Approved Transfers, and Proceed Budget ACR columns for every allocation in the cost account. Current Budget also appears on the Financial Summary page.

• Current Commitments: The sum of the Setoff Orders, Proceed Costs, Original Costs, and Approved Changes ACR columns for every allocation in the cost account. Current Commitments also appears on the Financial Summary page.

• Current State: Indicates the current state of the cost account.

• Estimate At Completion Cost: The sum of the Current Commitments and Estimate to Complete amounts. Estimate At Completion also appears on the Financial Summary page as Total Est. at Comp. (EAC).
• Estimate To Completion Cost: The sum of the Pending Costs, Estimated Costs, Orders to Place, Assigned Reserves, and Unassigned Reserves ACR columns for every allocation in the cost account. Estimate to Complete also appears on the Financial Summary page as Estimate to Complete (ETC).
• Pending Budget: The sum of the Pending Original Budget, Pending Changes, and Pending Transfers ACR columns for every allocation in the cost account. Pending Budget also appears on the Financial Summary page.
• Projected Budget: The sum of the Current Budget and Pending Budget amounts. Projected Budget also appears on the Financial Summary page.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Title: Type the title of the cost account. You can sort the list of cost accounts in the Cost Accounts register by title.
• Number: Type a string of characters that uniquely identifies this cost account, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Note: Optionally type a note to describe the cost account.

The Advanced Code is a label that concisely describes all the grouping codes linked to a cost account. Proliance creates the Advanced Code by concatenating the grouping codes that you select here.

You can create an Advanced Code only if grouping codes have been configured in your workspace. For more information, see "Configuring Cost Account Advanced Codes".

• Grouping Codes [1–8]: Click the Magnifying Glass icon and select the appropriate entry for each group code. If you already know the codes, you can type them directly into the boxes. Depending on how the grouping codes were configured, they may or may not appear in the Advanced Code.
• Grouping Codes [9–10]: If either of these grouping codes were configured for use, type your own code here. Note that you are able to type any text into these fields — Proliance does not verify that the information in these fields is correct.

  Depending on how these grouping codes were configured, they may or may not appear in the Advanced Code.

• Advanced Code: Proliance creates the Advanced Code based on the values from each grouping code. You cannot edit the Advanced Code. Your workspace administrator decides which grouping codes are used in the advanced code and the order in which they appear.