Adding Budgets

To add a budget

  1. Click Projects.
  2. On the Projects navigation bar, click EPS.
  3. On the EPS page:
    1. Select an EPS element.
    2. Click the Budget Log detail window.
  4. In the Budget Log detail window:
    1. In the Original Budget field, enter the original budget in units of currency.
    2. Click Add (Ins) to add a budget log line item.
    3. In the Amount field, enter a currency value.
    4. In the Status list, select a value. Select Pending to add the amount to the Proposed Budget total. Select Approved to add the amount to the Current Budget. Select Not Approved to keep only a record of the budget change line item.
  5. On the EPS page, click Save.
  6. Repeat these steps with the following variations:
    1. On the EPS page, repeat for each project or template within an EPS element.
    2. On the Projects navigation bar, click Activities.
    3. On the Activities page, repeat for each project, template, or WBS.

Related Topics

Managing Budgets

Viewing Budgets

Modifying an Existing Budget


Last Published Monday, November 27, 2023