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Project 
Budgets
can be used to establish spending targets and limits for project investments.
The Budgets folder
contains a copy of each version of the project budget sheets that has
been published throughout the history of the project. At
any given time, only the most recently published budgets sheet is in effect.
The current
budgets sheet can be viewed by using the left side tree view (see above)
or by clicking on the Budgets
link in the Current Project Status area of the project menu (see below).
Effective Date: The date/time of when this object was created. This is set by TeamHeadquarters and cannot be changed.
Type: This drop-down list is used to categorize the budget (e.g. Salaries, PC Hardware, etc.). These options are identical to the Cost Item field used in Costs.
Amount: The dollar amount of the budget line.
Cost Center: The organizational unit which provided this budget entry. This can be directly entered or selected from the corporate directory by clicking the Add button.
Approved By: The name of the individual or committee who approved the budget.
Ledger Account: A cross-reference to any external accounting system where the budget consumption is tracked.
Cap: Check this box if the budget is for capital spending. Unchecked, it represents a non-capital expense.
Comments: A free-form text area for describing the budget. Use the Edit button to produce an input screen, as shown, to enable the full comment to be seen.
Click on the desired project to open its main menu.
Click Revise beside the Budgets link on the right side of the project menu. This will open a new Budgets edit page, initialized with the most recent Budgets information.
Add new entries one at a time by filling in the top Budget line and clicking the Add button to add the new entry to the bottom of the page.
Edit any existing benefits entries (as required) at the bottom of the page.
Click the Save button.
Project Budgets