Proposal level finances are entered using the Finances tab on the Project Request page. If the finance template you selected is set to single-view or if proposal finances are disabled at the finance template level, only initial project finance values can be entered. These initial finance values are displayed on the Project Basics page as Budget. For proposals using the double-view finance template with proposal level finances enabled, an expanded finance table is displayed. You can enter the current Plan values for each finance category and subcategory. Team categories roll up from initial project team allocations and approvals. If allocations are enabled, allocation efforts (whether approval is required or not) are rolled up into the element and cannot be manually entered at the team member level. If allocations are disabled, the team finance effort elements are editable at the team member level. The proposals data is copied to the project on project create and a snapshot called budget is created.
Before you can begin entering finances, ensure that you have set the Planned Project Start Date from the Dates and Duration tab.
Notes:
To edit or enter finance data:
Working with Charters/Proposals
Creating a Proposal for a Project
Working with the Statement Generator Wizard
Creating a Project from a Charter/Proposal
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Last Published Wednesday, November 30, 2016