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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Project Budgets

Steps: Set Up Project Budgets

Review setup considerations for project budgets.
You can configure project budgets to simplify budget creation and ensure consistency across your organization.
  1. Set up a segmented security group that will configure your project budget.
  2. Access the
    Maintain Entry Types
     task.
    Add a new entry type with a
    Plan Type Usage
     of
    Project
     so you can identify budget lines by plan type usage. Ensure that the entry type is active.
    Security:
    Set Up: Budget General
     domain in the Budgets functional area.
  5. Link billable projects to the contract rate sheet for revenue budgets.
  7. Create project budgets.
  8. (Optional) Use Worksheets to manage your project budgets.
  10. (Optional) Set up budget checking for your project budgets.