Edit budget values for a structure

Note

You must set the TC_Enable_Implicit_CO preference to true to update budget definition values in the rich client.

For a selected structure element, the Budgets view displays the budgets in which the element and its substructure currently participate.

Note: If the Budgets view is not displayed, choose View→Show Budget.

Procedure

1. In the Budgets view, select the budget and click the Edit button at the bottom of the view. The Edit Budget dialog box is displayed.
2. In the Budget Definition list, select the name of the budget. The Excel Template list displays the budget's default template. You can temporarily override this template with any other in the list.

Caution

The selected template's Excel Template Rules property must include the values apply_packing and budget_templates.

To edit this property in Teamcenter: right-click the template and choose View→Properties to display the Properties dialog box (the template item, item revision, and dataset are located in the RequirementsManagement Templates/ExcelTemplates folder in your Home folder), then double-click the Excel Template Rules property.

3. Click OK. Live Excel opens a worksheet with the current values in the cells.

Note: Values are recalculated if they were modified since the budget was last opened.

4. Edit values in the worksheet cells as appropriate.

Note: When you click outside an edited cell, upstream values are recalculated automatically.