Initial Budget

Release 24.4

Project Fact Sheet Custom Print Template

A new custom print template, Project Fact Sheet, is added to the Initial Budget business process and set as the default print for the BP and BP task notifications. It is intended to provide a more comprehensive summary of project information for users involved in the Initial Budget workflow. The PDF print will include details from the Initial Budget record, Initial Budget line items, project details, incremental and cumulative estimated project cash flow by quarter and by month, Activity Sheet Master Schedule activity start and end dates, and the project Risk register.

Image of page 1 of an initial budget project fact sheet, showing project details, request details, initial budget cost breakdown, and estimated cash flow by quarter.

Image of page 2 of an initial budget project fact sheet, showing estimated cash flow by month, and schedule activity sheet information.

Implementation Note: Automatically included in the Configuration Package; no additional changes required.

Last Published Monday, December 23, 2024