Budget Plan

The Budget Plan pulls together information about the project that will enable you to see predicted Project Costs, Revenues and Margins. These calculations are based on the number of working days for the project.

How do I find the Budget Plan? 

1. From the Navigation Panel, under Public Zones, select Projects.
2. All existing projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
3. Select the card for the project you wish to update.
4. In the centre of the screen, you will see various tab headings allowing you to choose an action for your chosen Project.
5. Select the Budget Plan tab, the Budget Plan for this project is displayed.
6. Under Snapshot you can specify the date range for the project you wish to review, or you can specify that the project is open ended by clicking the box.
7.  Under Budget and Phasing you can view Revenues and Costs per month for the project. A project Margin will be automatically calculated from these figures.