Allocate budget to a project

Set the budget of a project according to the fiscal years.

Avant de commencer

Role required: it_portfolio_manager

Procédure

1. Open the project form.
2. In the related links, select Project Budget.
   The Project Budget dialog box opens.
3. Select the fiscal year for which you want to set the budget for the project.
4. Enter the amounts for Capex Budget and Opex Budget.
   The Total Budget is updated with the sum of capex and opex amounts.
5. Select OK.
   • If the project does not have any cost plan associated, then project budget is distributed by honoring planned start and end dates of the project.
   • If the project has any cost plan associated, then project budget is distributed by honoring the cost plan fiscal periods.

Résultats

The project budget for the selected year appears in the Project Budget related list. You can click the amounts in the list to revise them.

Concepts associés

• Create and manage waterfall projects
• Costing add-on in Project Management

Tâches associées

• Create a project task from a project
• Create a parent-child relationship on the Project Task form
• Create a monetary benefit plan for a project
• Create a non-monetary benefit plan for a project
• Associate monetary and non-monetary benefit plans
• Create a project cost plan
• Recalculating costs of all resource plans in a project
• Create an expense line
• Update a project
• Copy a project
• Assign a project schedule
• Create baseline of a project
• Create a milestone
• Activate project task email notifications
• Change the planned start date of a project
• Create a cost type definition
• Generate labor costs
• Create a project status report
• Migrate budget of active projects to Next Experience
• Migrate financial baselines of projects to Next Experience