Add and filter budget line items

You create a budget at the project level for either a basic project or for a stage in a multi-stage project.

To add a new budget line:

1. On the menu bar, click Project > Projects.

2. On the Projects page, click a project to open the project details page.

3. Do one of the following:

   • For a basic project, on the project details page, click the Budget tab.
   • For a multistage project, on the Timeline tab, click a stage in the project, and then click the Budget tab.

4. Click + Line item.

5. In the Line item dialog, define the following properties as required for the new budget line.

   Property	Valid values	Mandatory
   Item type	None, Budget, or Cost.	Yes
   Confidence	None, Actual, or Estimate.	Yes
   Sub type	None, Expense, Fixed, or Time.	No
   Amount	Valid amounts must be a decimal value.	Yes
   Currency	Valid currencies determined by the defined option list.	Yes
   Cost center	Valid cost centers are determined by the defined option list.
   Cost type	Valid cost types are determined by the defined option list.	No
   Expense type	Valid expense types are determined by the defined option list.	No

6. Click Save.