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.
You can customize budget line items by modifying the associated option list. To do so, you must have the necessary permissions.
To add a new budget line:
-
On the menu bar, click Project > Projects.
-
On the Projects page, click a project to open the project details page.
-
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.
-
-
Click + Line item.
-
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
-
Click Save.
Use the filters to narrow down the budget line items displayed. Default filters include Item type, Confidence, Sub type, and Currency.