Creating a Budget

Creating a Budget from a Template or Opportunity

To create a budgetClosed when creating a projectClosed from a template or an opportunity:

  1. Scroll to Projects on the regionClosed, practiceClosed, groupClosed, accountClosed or opportunity that you want to associate with the project.
  2. Click Create Project From Template.
  3. Select the template you want to use and click Select.
  4. Complete the fields described in Project Fields
    Note:
    Some of the project fields are completed automatically. If you have permissions to do so, you can edit these fields after creating the project.
  5. Complete the fields in the Budget Details section. For further information, see Budget Fields.
  6. Click Create.

    The project is created with the budget you entered.

Creating a Budget to Add to a Project

To create a budget and add it to a project:

  1. Click the Budgets tab then click New.
  2. Complete the fields described in Budget Fields.
  3. Click Create.

Creating a Budget for an Existing Project

Notes:

To create a budget for an existing project:

  1. On a project record, click Actions | Project Financials | New Budget. The New Budget window opens.
  2. Complete the fields, as needed. The fields are described in Budget Fields.
  3. Click Save.