Set up Mini-Budgets

Mini-Budgets for Self-Scheduling Jobs are comprised of one or more Stages, for which Stage Types must be set up in advance (see Set Up Stage Types for Mini-Budgets above). Once Stage Types have been set up, you can proceed to set up Mini-Budgets.

In Star PDM:

1. Select Setup / Firm Options / Options.

   This displays the Firm Details window.

2. In the navigation tree, select Job Budgeting / Mini Budgets.

   The Mini-Budgets grid displays a list of the Stage Types (if any) that have been defined for Mini-Budgets.

   

   When the first Stage is added to a Budget the user is prompted to enter a Budget Start Date (see Create a Mini-Budget). Dates for all subsequent stages are calculated automatically:

   • Start date = the target date of the preceding Stage plus the Interval.
   • Target date = the start date plus the Duration.

3. Specify the Interval and Duration in the Mini-Budgets grid:

   • Interval – The number of days, from 0 to 999, between the end of the last stage and the start of any stage of this Stage Type to be created.
   • Duration – Tthe duration in days, from 0 to 999, of a Stage of this Stage Type.