Budget Generation Process Flow

You can create a detail budget plan in these ways:

• Manually, using the Project Budgeting pages.

• Using a Project Budget template.

• Copy from an existing budget plan.

• Load from resources defined on the Resources by Activity page.

These topics discuss creating a detail budget plan from resources defined on the Resources by Activity page.

If a project request is not required, you can manually create a project using the Project General component (PROJECT_GENERAL). If a project request is used, the funding manager may request a detailed budget plan for the project request. In this case, the funding manager sets the project request to a status of Costing, and the system generates a project.

Use the Resources by Activity page on the project to identify the projected resources for the project. This information includes both cost and revenue information for the projected resources.

After project managers identify the resources on the Resources by Activity page, they can create budget details using project the Budget Plan component (PC_BUD_GENERAL).