The Budget object is used to display varying levels of financial information as relevant to your project
Source of Data
Data comes from entries made in your Costs Tab, and entered via the Project Budget section.
Template View
When preparing your template to use the Budget control, you may choose to display costs at the Project, or Portfolio level, by selecting the desired option from the Template Mode drop down box. You may also choose to select the level of financial information to be a high level (Level 1), or a more granular and detailed breakdown (level 3, 4, 5, etc.). In the event that you have numerous Charts of Accounts (CoA), you may selectively choose the correct CoA for your project. Your template may also be configured so that the budget for a project is locked in as being an “Original” budget , an ”Approved” budget, or as being both “Original and Approved”
Budget Summary
Budget Summary Text
Document Edit View
Depending on the desired level of financial information you wish to present in your output document, you may display the project information at a high level summary, through to a more detailed and granular level
Budget Summary
Budget Summary Text
As more detailed views are selected, you will be able to present variance analysis, whereby your current budget is displayed alongside any previous budget versions. This can be useful in comparing project budgets throughout the project lifecycle.
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