More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any budget name to go directly to its detail.
- Click New to create a new budget.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
In PSA you can create budgets to represent customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. You can also create change requests for each item.
If you have the permissions to do so you can:
- Create multiple budgets for a single project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. that roll-up Term used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to the project. For instance, you might want to specify a budget for the original project and then create a separate budget for a change request on that project.
- Compare billings against budget numbers by looking at the actuals sections of RPGs and projects.
- Create a budget when creating a new project or opportunity, or add the budget to a project after creating it.
- Include budget details on the project's details.
- Create budgets that contain a separate expense budget amount.
When creating a budget, you must associate it with a project, however you can optionally associate it with a sales opportunity.
If you want the budget to be shown on the project details, select the Include in Financials and Approved checkboxes. Budgets affect RPG Abbreviation of region, practice, group. numbers by contributing to bookings, internal budget, or budgeted cost, depending on the budget type:
- Budgets of type Customer PO and Customer PO Change Request are added to bookings actuals.
- Budgets of type Internal Budget and Internal Budget Change Request are added to internal budget actuals.
- Budgets of type Vendor PO, Vendor PO Change Request, Work Order, and Work Order Change Request change are added to the budgeted cost are not rolled up, and:
- Contribute to Expense Budget or Budgeted Expense Cost if Expense Amount is filled in, depending on Budget Type.
- Expense Budget if filled in for Budgets of type Customer PO, Customer PO Change Request, Internal Budget or Internal Budget Change Request.
- Budgeted Expense if filled in for Budgets of type Vendor PO, Vendor PO Change Request, Work Order or Work Order Change Request.
There is no way to separate figures for budgeted cost or budgeted expense cost to roll-up to, so they are ignored by roll-ups.
Create Project from Opportunity - Budget from Product Line Item
When creating a new project from an opportunity with service product line items, PSA displays a list of those products, and you can choose which product amounts to use for the project budget.
This is optional and can be turned on or off by your administrator. See Project Configuration Group Options and Custom Settings.