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During development of the Comprehensive Program Plan,cost projections for specific GL Codes within a program or program component are entered into the Budget tab in PCS. Budget entries are editable at this stage, and can be locked or modified throughout the workflow.

Budget Overview

1 Click the tab, and then click the sub-tab. The Budget Overview screen appears. Select a program component from the program tree.

Quick Tip Click the icon to expand the navigation tree. Click the to collapse sections. To enlarge the navigation window , click and drag the icon. To hide the tree, click the icon.

Quick Tip To access a program, click My Programs or run a search.

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Create and/or Revise Detailed Budget per Program Component

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2 Type budget estimates into the text boxes in the following sections:

a Plant Budget

b Projected Fiscal Plant Spend

c Calculated Cost

d Type any comments into the Budget Comments text box.

e Click the button to save your work. Click the button to clear all fields.

a

b

c

d

e

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Create or Modify Budget

1 Click the tab, and then click the sub-tab to access the Create/Modify Budget screen. There are three ways to create a budget in this screen:

•Copy GL Codes from an existing program component.

•Use a pre-defined template.

•Manually select GL Codes.

Copy a Budget from an Existing Program Component

1 To copy a budget from another program:

a Click the drop-down menu and select whether to run a search using an ISBN-10, ISBN-13, or PEAR ID.

b Type the ISBN-10, ISBN-13, or PEAR ID in the corresponding text box.

c Click the drop-down menu and select whether PCS should copy only GL Codes, or GL Codes + Contents.

abc

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2 Click the button. The copied GL Codes appear in the right pane. Click the button to save the copied budget.

Use a Pre-Defined Template

1 Click the Select Template drop-down menu and select a template from the list.

NotePre-defined templates are created by a super user in the Budget Maintainence screen, located in the Admin menu.

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2 a Click the button. A view of the GL Codes from the template appear in the right pane. Repeat the process as necessary until you have the appropriate template.

b Click the button to save the template and its GL Codes as your new budget.

a

b

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Select GL Codes Manually

1 To manually add GL Codes to a budget:

a Click the Select Category drop-down menu to view available categories.

b GL Codes for each category appear in the Select GL Code(s): box. Select a category that contains the GL Codes that apply to your program.

c Click on a GL Code to select it, and then click the button to add it to your budget.

a

b

c

2 The GL Code is added to your budget. Click the button.

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Specifying Costs

1 After you have created a budget on the Create/Modify Budget screen, you can specify costs for each GL Code in the right pane.

a Type an Author Alteration Allowance, if applicable.

b Select a copyright year from the Use Cost Table For Copyright Year selection drop-down menu.

c Click the button to restore default GL Code values.

d Type a budget dollar amount in the Latest Budget column. Click the arrow icon to enter costs for a VARC (Visual Asset Resource Center) category, chapter, or other category. See step 2 of this section for more details.

e To delete one or more GL Codes, select the check box next to it, then click the button.

f To clear all GL Codes and budget information, click or .

g Click the button to save your updated or newly created budget.

a

g f

d

e

c

NoteClick or to delete all entries, and remove the template or copied budget that you are working on.

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2 Select the VARC Category, Chapter or Other option for a GL Code.

3 A sub-set window appears within the GL Code.

a Type a quantity in the Qty text box.

b Select a chapter range from the From and To selection drop-down menus.

c Type a description of work in the Desc. Of Work text box.

d Type a dollar amount in the Unit Price text box.

e A total dollar amount is calculated by PCS, and appears in the Extended text box. This text box is not editable.

f Click the icon to add another sub-set to this GL Code.

g To delete an entry, click the icon, or select a check box next to the entry, and then click the button.

h Click the button to save your budget. Click the button to clear all fields and remove any templates or copied budgets from the right pane.

a b c d e f g

h

Quick TipTo expand the Description of Work dialog box, click Desp. of Work button, type a description of work, and then click the

button.

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4 Click the button to save your budget. Click the button to clear your entries.

Budget Details

1 When you save your budget at the Create/Modify Budget sub-tab, PCS will automatically open the Budget Details screen, where you can:

a Select from the list of Actions to create a new revision, lock or unlock a budget, or print a budget.

b Edit costs and descriptions of specific GL Codes.

c Type additional comments that apply to this budget.

d Click the button to save any changes. Click the button to clear any new entries.

a

b

c

d

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Program Component Level Info

The Program Component Level Info screen provides a clear picture of budget variences at different stages of the program component life cycle.

1 Click the tab, then click the sub-tab. The Budget: Program Component Level Info screen appears.

a Select a program component from the program tree

b GL Code appears in the GL Code column

c GL Code Description describes the task associated with the GL Code.

d The Estimated Cost column displays the plant cost identified in the Cost screen under the EDITORIAL tab.

e Commited Cost is the committed cost identified during the manufacturing phase.

f WIP Actual Cost is the Work in Progress (WIP) cost received from SAP.

g The Budgeted Cost column shows the latest budget revision, created in the Budget Details screen during the production phase.

h The % Of Actual vs. Budgeted column indicates the variance between what was forecasted and what is actual.

a

b c d e f g h

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Group Level Info

The Group Level Info screen provides the ability to analyze costs associated with a Program, Series, or a Package Component group.

1 Click the tab, and then click the sub-tab. The Budget: Group Level Information screen appears.

a Select a basis of grouping (Parent/Supplement, Package Componet, or Series).

b Select a PEAR ID.

c ISBN-10 (if applicable) is shown in the ISBN-10 column.

d The component type (Main Product or Supplement) is displayed in the Type column.

e The Estimated Cost column displays the plant cost identified in the Cost screen under the EDITORIAL tab.

f Commited Cost is the committed cost identified during the manufacturing phase.

g The Actual Cost column shows current costs associated with the selected component.

h The Budgeted Cost column shows the latest budget revision, created in the Budget Details screen during the production phase.

i The % Of Actual vs. Budgeted column indicates the variance between what was forecasted and what is actual.

j Click the button to go to the Product: Title Info screen

k Click the button to go to the Program Component Level Info screen.

ab

c d e f g h i

j k

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