[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-254073-105":53,"doc-detail-254073-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","project-budget-tracking-form-general-use-guidance","Project Budget Tracking Form - General Use - Guidance","","Project Budget Tracking Form - General Use provides step-by-step instructions for maintaining project financial data in ProjectTeam, including real-time updates triggered by specific events. It explains how to locate and edit the controlled form in the project’s Forms log, enforce single-form ownership, and keep the Subject and Date fields current. The guide details how to manage Funding Breakdown and Budget Breakdown across project phases and how to record reprogrammings, MOUs, pending requisitions, and obligations/commitments with accurate transfer signs and notes.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/project-budget-tracking-form-general-use-guidance/254073/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/project-budget-tracking-form-general-use-guidance/254073.png","ImageObject",442,249,{"name":88,"@type":89},"Connor ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How should the Project Budget Tracking form be updated over time?","Question",{"text":108,"@type":109},"Update the form based on event triggers rather than a fixed cadence, and enter or revise data in real time as those events occur.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What steps are required to edit the form in ProjectTeam?",{"text":113,"@type":109},"Open the project, go to the Project Budget Tracking log from the Forms icon, open the record in Edit Mode, and ensure only one form exists per project.",{"name":115,"@type":106,"acceptedAnswer":116},"How do I record reprogrammings or MOUs in the form?",{"text":117,"@type":109},"Create a separate row for each item, enter the fiscal year, select the record type, provide a clear description and notes, and use a negative symbol for transfers off the project.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},254073,1790009655,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},687207022233,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Project Budget Tracking Form – General Use  \nProject budget, funding, obligations, contingency, and other financial information is tracked in ProjectTeam using the Project Budget Tracking form. This form consists of multiple sections with varying data.  \nThere is no set cadence for updating or maintaining the Project Budget Tracking form as much of the information required is triggered by specific events and the data should be entered/updated in real time as those events happen. See each section of this QRG for information regarding the event triggers for that section and maintain the data accordingly to ensure that the data in the form is both contemporaneous and correct.  \nUse the Tool Tips for each section on the form by clicking on the blue circled “?” next to the field name to view a synopsis of what that section is used for, what data should be in the section, and occasional notes regarding use.  \nPlease reach out to your EPM or DGS ProjectTeam Support with any questions on using the form or the data that should be entered.  \nTHE PROJECT BUDGET TRACKING FORM IS A CONTROLLED ACCESS RECORD WITH SENSITIVE INFORMATION . DO NOT SHARE THIS FORM WITH VENDORS OR OUTSIDE OF DGS AND THE CLIENT AGENCY.  \nUpdating and Maintaining a Project Budget Tracking Form  \n1. Open the project that you wish to update a Project Budget Tracking form on in ProjectTeam and navigate to the Project Budget Tracking log by clicking on the Forms icon on the navigation  \nmenu.  \n2. In the search field under Forms, begin typing Tracking and the form will appear in the forms list. Click Project Budget Tracking to open the log.  \n3. From the Project Budget Tracking log, open the form in Edit Mode by clicking on the Edit button for the record.  \nNOTE: Only one (1) Project Budget Tracking Form should exist on each project. Do not create multiple forms. Do not delete or obsolete the existing form. Reach out to your EPM if no Project Budget Tracking form exists on the project.  \n4. The Subject field should already be populated with the name of the project in ProjectTeam followed by the word “Budget”. Correct the Subject to comply with the DGS nomenclature requirement if necessary.  \n5. Select today’s date from the calendar in the Date field to note when the information was last updated. The date should be updated to the current date every time the form is updated.  \n6. Funding Breakdown  \nThis section of the form is initially populated during the creation of the project by DGS ProjectTeam Support using the funding data from the Project Request. This data is managed for the life of the project by the EPM.  \nThe Funding Breakdown section represents the different funding allotments and allocations fora project. Each funding source, allocation, and/or allotment is entered as its own line in the funding breakdown. Operating funds are separated from capital funds. The Total Amount in the Funding Breakdown represents the total allotted budget for the project.  \n7. Budget Breakdown  \nThis section of the form is also initially populated during the creation of the project by DGS ProjectTeam Support using the funding data from the Project Request. This data should be maintained for the life of the project (access is limited to EPM, SPM, PM, and APM) .  \nThe Budget Breakdown section consists of DGS-standard breakdown of the total project budget showing budgeted amounts for each required portion of the project.  \nThe Budget Breakdown section captures the budget breakdown at Planning (start of project), Design (start of Design), and Construction (start of D/B, CMAR, or GC procurement) . Changes to the budget that happen between these phases are captured within the breakdown amount for the applicable phase.  \n8. Reprogrammings and MOUs  \nUse this section to capture MOU and Reprogrammings as they occur for the project. Create a separate row for each MOU or Reprogramming.  \n• Enter the information for any applicable Reprogrammings or MOUs on the project using the Create New but","cbCaid8jWVT1aBQJ","https://ap.wps.com/l/cbCaid8jWVT1aBQJ","pdf",464456,8,"English","# Project Budget Tracking Form - General Use\n## Update cadence and event triggers\n## Using tooltips and support contacts\n## Controlled access notice\n## Updating and maintaining the form\n## Funding breakdown\n## Budget breakdown\n## Reprogrammings and MOUs\n## Pending requisitions\n## Obligations/commitments","[{\"question\":\"How should the Project Budget Tracking form be updated over time?\",\"answer\":\"Update the form based on event triggers rather than a fixed cadence, and enter or revise data in real time as those events occur.\"},{\"question\":\"What steps are required to edit the form in ProjectTeam?\",\"answer\":\"Open the project, go to the Project Budget Tracking log from the Forms icon, open the record in Edit Mode, and ensure only one form exists per project.\"},{\"question\":\"How do I record reprogrammings or MOUs in the form?\",\"answer\":\"Create a separate row for each item, enter the fiscal year, select the record type, provide a clear description and notes, and use a negative symbol for transfers off the project.\"}]","Project Budget Tracking Form - General Use - Guidance | PDF",1789273732]