Open topic with navigation

Creating a Budget From a Product Line Item

To create a budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project. from a product line item:

1. Create a product line item if one does not already exist:
   1. Create an opportunity and scroll to the Products related list. on that opportunity.
   2. Click Add Product.
   3. Select the checkboxes for the products that you want to add and click Select.
   4. Complete the fields and click Save.
2. Open the opportunity that you want to create the budget for and select the product line item you want from the Products related list.
3. Select the IsServicesProductLine checkbox.
4. Click Save.
5. Click Create Project or Create Project From Template in the Project related list.

   The Project Details page appears with the budget amount calculated from the product line items that you chose.

6. Complete the fields described in Project Fields.
7. Click Create.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation