Mass Project Budget Spread

Mass Processing in Advanced Project Management

There are several mass processing options that allow you to perform a process against multiple selected projects.

With each menu option, you can trigger the relevant process to run immediately, or you can add it to a schedule.

Before creating a Budget Spread, ensure that you have Cost Codes with Budgets that are Approved, and that WBS phases have Start and End dates. For more information, read about Creating Budget Spread for an individual project.

To schedule a Mass Project Budget Spread:

  1. Navigate to Mass Project Budget Spread (Advanced Project Management > General Operations > Mass Project Budget Spread).

  2. Optionally filter by Project Id, Project Description, Cost Code Id, Phase Id, Project Start Date and Project End Date on the Filter card.

  3. Set the schedule on the Advanced card.

    Scheduling Process Set

    To set the process schedule for any of the mass processes, fill in the details on the Advanced card in the application:

    1. Select a Schedule. Select Now if you want to run the process immediately.

      To schedule the process for a different time, select a different Schedule from the drop-down list. Schedules are maintained in the System Agent Maintenance screen in Standard Kinetic.

    2. For a scheduled process, select Recurring for the task to recur. This check box is available for any Schedule other than Now.

      SetSchedulingProcess
    For further information on Schedules, refer to the standard Kinetic Help topics System Agent Maintenance > Schedules.

  4. Select Process ProcessIcon.

The Budget Spread is created for the filtered Projects > WBS Phases > Cost Codes and can now be approved. See Approving Budget Spread.