Purpose
The Milestone Project Estimate and Budget Request Template is used to upload a project budget into e-Builder. The template can be used and routed multiple times for:
- Conceptual or Stage 1 Estimate
- SD
- DD
- As Bid
When you are ready to upload the template into e-Builder as a budget you must notify the e-B Admin via an Action Item.
When can I begin using the template?
Project Managers may begin using the template at any time. You do not have to wait for a process step to use the template!
The completed template will be attached to the following processes:
- 2.02 Project Definition Form Creation
- 2.04 MOU and Stage 1 Budget
- 3.01 Milestone Project Estimate and Budget Request
Template Location
The Milestone Project Estimate and Budget Template is located in the Documents area of e-Builder. To access the template:
- Open your project.
- Click the Documents link in the Project Menu
- Click the Project Development and Budgets (I&E) folder.
- Click the 02.02 Capital Budget (I) folder.
Check Out the Template
When you wish to work on the template use the Check Out link. When the document is Checked Out you are assured that only you can upload a new version of the document.
Edit the Template
Once checked out, open the document in Excel. As an Excel requirement you will need to enable the document for editing. Add budget numbers and other information as required.
Check In the Template
Note that while the document is checked out the system knows that you have the working, editable copy of the template. Save the document as needed, do not use Save as ... and do not change the name of the document.
When you are finished use the Check In link which appears once you have saved the template.
Moving a Budget to e-Builder/Issuing PO's
Project Managers should move budgets to e-Builder when:
- The project has an approved budget.
- No PO's have been issued for the project outside of e-Builder.
Purchase Orders for projects meeting the conditions above will be issued from e-Builder.
Before purchase orders can be issued the template must be completed and the information uploaded to e-Builder using the instructions on this page.