Pulse Release Documentation
Plant Maintenance Module - Budgeting
Plant Register Maintenance
Service Schedule Maintenance
Hold Service Detail Maintenance
Release Note Details
Changes have been made to the holding of schedules. A new field "Affects Budget" has been added.
When this has a value of YES the PM Budget module will use this hold record as the starting point of the budget for this schedule.
This allows you to hold schedules to a particular point in time and will affect both operational forecasting and budget forecasting.
Set up PM Budgeting to have schedule based budgets. Ensure you have a mixture of Unit, Component, Calendar and Usage based schedules and perform the following
- Generate a budget with no hold records and using meter estimates
- Generate a budget with calendar and usage hold records for both calendar and usage based schedules and using meter estimates
- Generate a budget with no hold records and using budget usage tables
- Generate a budget with hold records for both calendar and usage based schedules and budget usage tables
In the cases where hold records are applicable the first budget line in the newly created budget should align with the held schedule.