The Milestone Project Estimate and Budget Request Template is used to upload a budget into e-Builder. The template can be used and routed multiple times for:
When you are ready to upload the template content into e-Builder as a budget you must notify the e-B Admin via an Action Item.
Project Managers may begin using the Project Estimate and Budget Request Template at any time. You do not have to wait for a process to start to begin using the template.
The completed template needs to be attached to the following processes:
The Milestone Project Estimate and Budget Template is located in the Documents area of e-Builder. To access the template, click on the Documents link in the Project Menu, then open the Project Development and Budgets folder. The template is located in the 02.02 Capital Budget (I) folder.
The Documents area of e-Builder provides for document management and basic version control when you follow best practices.
When you wish to work on the template use the Check Out option.
Open the template, edit it, and save your edits. Do not leave the template on your local drive. When you are finished using it each day use the instructions below to check it back in.
Note that while the document is checked out the system knows that you have the working, editable copy of the template.
When you are finished use the Check In link which appears once you have saved the template.
