System ➔ Finance ➔ Budgets
This document provides you the steps to allocating project budgets.
The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select to allocate the budget to one of the following options:
Type the budget quantity to be allocated.
Type the budget amount to be allocated.
This column displays the years to which you can allocate the budget.
This column displays the periods to which you can allocate the budget.
Type the item name or press F2 to select an item.
This column displays the descriptions of items.
Type the name of the person or press F2 to select a person.
This column displays the full names of the people that you have selected at Person.
Click this to allocate the budgeted cost or budgeted revenue equally to the children projects, periods, items, or persons.
For example, you want to allocate a budgeted revenue of EUR 500,000 of a project to two of its children projects. After you have clicked equal to, the system will automatically allocate EUR 250,000 to each child project.
Click this to exit.