Difference between revisions of "Project Budgets"
Jump to navigation
Jump to search
(4 intermediate revisions by the same user not shown) | |||
Line 2: | Line 2: | ||
__NOTOC__ | __NOTOC__ | ||
{| style="width:100%" | {| style="width:100%" | ||
− | |[[Main Page|Home]] > [[Project Manager]] > Budgets | + | |[[Main Page|Home]] > [[Project Manager]] > [[Project Portfolio]] > [[Project]] > Budgets |
|style="text-align:right;"|[[:Category:Project Manager|Index]] | |style="text-align:right;"|[[:Category:Project Manager|Index]] | ||
|} | |} | ||
</div> | </div> | ||
+ | [[File:pmProjectsMainTabsBudgetsIcon.png|left|70px]] | ||
{|style="width: 100%" | {|style="width: 100%" | ||
|- valign="top" | |- valign="top" | ||
|style="width:73%"| | |style="width:73%"| | ||
+ | |||
== Introduction == | == Introduction == | ||
Project funding can come from one or multiple sources. Recording this information can be an important consideration. | Project funding can come from one or multiple sources. Recording this information can be an important consideration. | ||
Line 18: | Line 20: | ||
== Related Articles == | == Related Articles == | ||
− | * [[Project Manager Administration]] | + | * [[Project|Project]] |
+ | * [[Project Audit History|Project Audit History]] | ||
+ | * [[Project Manager Administration|Project Manager Administration]] | ||
* [[Project Manager Simple Lists]] | * [[Project Manager Simple Lists]] | ||
|} | |} | ||
− | ==Adding budgets to a project== | + | == Adding budgets to a project == |
− | |||
Use the '''+''' icon to add a new project budget | Use the '''+''' icon to add a new project budget | ||
Line 37: | Line 40: | ||
Use the '''Add''' button to add the project budget | Use the '''Add''' button to add the project budget | ||
− | ==Managing budgets on a project== | + | == Managing budgets on a project == |
Edit project budgets by clicking on the project budget you wish to edit from the list view | Edit project budgets by clicking on the project budget you wish to edit from the list view | ||
Line 47: | Line 50: | ||
* '''Cost Type''': Update the cost type of project budget | * '''Cost Type''': Update the cost type of project budget | ||
− | ==List View== | + | == List View == |
View all project budgets in list view. | View all project budgets in list view. | ||
− | + | [[File:pmProjectsMainTabsBudgets.png|right|800px]] | |
* '''Budget''': Project Cost Type grouping | * '''Budget''': Project Cost Type grouping | ||
* '''Approved By''': Description for the project cost | * '''Approved By''': Description for the project cost | ||
Line 66: | Line 69: | ||
* Use the search option to find project budgets by their description | * Use the search option to find project budgets by their description | ||
− | ==Administration== | + | == Administration == |
When project budgets are added, edited or removed this is audited and written to the audit trail tab of the overall project as well as against the audit tab on each Budget, where it can reviewed. | When project budgets are added, edited or removed this is audited and written to the audit trail tab of the overall project as well as against the audit tab on each Budget, where it can reviewed. | ||
Line 75: | Line 78: | ||
* Project Budget Cost Types | * Project Budget Cost Types | ||
* Project Budget Types | * Project Budget Types | ||
+ | <br> | ||
[[Category:Project Manager]] | [[Category:Project Manager]] |
Latest revision as of 17:32, 19 January 2021
Home > Project Manager > Project Portfolio > Project > Budgets | Index |
IntroductionProject funding can come from one or multiple sources. Recording this information can be an important consideration.
|
Related Articles |
Adding budgets to a project
Use the + icon to add a new project budget
- Type: Add a type for the new project budget
- Budget: Provide a value for the project budget
- Approved By: Select the user who approved the project budget
- Approval Date: Select the date the project budget was approved
- Description: Add a description for the new project budget
- Cost Category: Add a cost category for the new project budget
- Cost Type: Add a cost type for the new project budget
Use the Add button to add the project budget
Managing budgets on a project
Edit project budgets by clicking on the project budget you wish to edit from the list view
- Type: Update the type of project budget
- Budget: Update the project budget value
- Description: Update the description if required
- Cost Category: Update the cost category of project budget
- Cost Type: Update the cost type of project budget
List View
View all project budgets in list view.
- Budget: Project Cost Type grouping
- Approved By: Description for the project cost
- Approval Date: Who added the project cost
- Cost Category: The project budget cost category
- Cost Type: The project budget cost type
- Type: The project budget type
- Created By: Who added the project budget
- Create Date: The date the project budget was added
- Last Modified By: The user that last modified the project budget
- Last Modified Date: The date the project budget was last modified
- Click on a project budget to review, or edit it's properties.
- Use the search option to find project budgets by their description
Administration
When project budgets are added, edited or removed this is audited and written to the audit trail tab of the overall project as well as against the audit tab on each Budget, where it can reviewed.
Manage the available Project Budget Cost Categories, Costs and Types in the admin console and simple list
- Project Budget Cost Categories
- Project Budget Cost Types
- Project Budget Types