How to Create a Capital or General Project PPM Budget


Overview


 This KBA will demonstrate how to create a PPM Budget for a Capital or General Project in OFC

Critical Concepts


Steps to Take


1. Login to OFC

2. Select Projects and Awards > Project Financial Management

3. In My Projects page, search for Project Name or Number in search bar or select from list of Projects

4. Select desired Project, from list of actions, select Manage Project Budget

5. Manage Budget Versions page will display with Project Name

6. Click the + symbol, opens menu, select Create Budget Lines Manually

7. In Create Budget: Planning Options page, complete the required fields:

Name: Version 1
Financial Plan Type: UCSD Cost Only No Control Budget
Description: optional

8. In upper right, click Save and Continue

9. In Edit Budget page, select Task and click on + symbol

10. In new Budget row, enter any of the applicable Resource Types and associated Raw Cost (Project Budget Amount)
e.g., Resource Type: Personnel Expenses and Raw Cost: 500,000

11.In upper right, click on Save

a. To add another budget row, repeat Steps # 9-10, confirm that Task is selected before selecting + symbol

12. If you're not finished and want to come back at a later time, click Save in the upper right-hand corner, this allows you to complete the budget assignments at a later time

13. Scroll to the bottom of the screen, select Save and Close

14. Once you are finished, in upper right, click on Save, then Submit

15. In Submit Version dialog box, click OK

16. In Manage Budget Versions page, click Done

If you still have questions or need additional assistance, please submit a ticket