Creating a Project Budget

The project owner, Project Lead, or Financial Reviewer for a project can create a project budget plan, which sets the timelines and interval periods for the budget. A project can have only one budget.

Before you begin: The project must exist.
  1. View the budgets page. See Working with the Project Budget.
  2. Click Create Budget .
  3. Enter these details as required:

    Name. The name of the budget or check AutoName to have the system assign the name.

    Interval Period. Select the interval for showing budget amounts.

    Time Line From. Select the start date for the budget. This defaults to the project start date.

    Time Line To. Select the end date for the budget. This defaults to the project end date.

    Notes. Any notes about the budget plan.

  4. Click OK.

    The budget plan displays on the Budget page for the project. The Sharing tab is displayed which a project owner uses to give access to other project members.