Creating a Budget
Creating a Budget from a Template or Opportunity
To create a budget when creating a project
from a template or an opportunity:
- Scroll to Projects on the region
, practice
, group
, account
or opportunity that you want to associate with the project.
- Click Create Project From Template.
- Select the template you want to use and click Select.
- Complete the fields described in Project Fields
- Complete the fields in the Budget Details section. For further information, see Budget Fields.
- 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:
- Click the Budgets tab then click New.
- Complete the fields described in Budget Fields.
- Click Create.
Creating a Budget for an Existing Project
To create a budget for an existing project:
- On a project record, click Actions | Project Financials | New Budget. The New Budget window opens.
- Complete the fields, as needed. The fields are described in Budget Fields.
- Click Save.