The Budget module provides a method to create a budget for the project and track related costs to the budget as soon as they are created.  Important things to know about Budgets:

  • Budgets can be categorized for each project by custom defined segments, such as phase, areas, systems, etc.
  • Cost Codes are predefined in the Company Master Activities list, only a System Admin can access this menu.
  • Project Budget Items are comprised of activities selected from the Company Master Activities.
  • Budgets can be saved as a Draft or Locked.Draft budgets have limited functionality
  • Locked budgets: Changes can't be made to the Original Budget amounts



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