Budgeting
You create detailed budgets at the project level. You can display budget information as a:
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Table
- a table lists budget line items with the option to inline-edit and filter the rows using search filters.
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Pivot table
- a pivot table lets you to visualize data as a multi-dimensional dynamic table (where budget line items are displayed based on a specific grouping) or as a column chart (where the data is displayed in columns using the grouping you have defined). With both the pivot table and the column chart, you can display aggregated data as a balance or as a sum. And, you can move any field to the X-axis or to the Y-axis in order to group the results. You can also switch between pivot table views using the drop-down list in the top-left corner of the table. See display the budget as a pivot table.
You can configure new visualizations and aggregations in the pivot table.
To create a budget for a basic project:
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On the menu bar, click Project > Projects.
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On the Projects page, click a basic project to open the project details page.
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On the project details page, click the Budget tab.
To create a budget for a multi-stage project:
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On the menu bar, click Project > Projects.
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On the Projects page, click a multi-stage project to open the project details page.
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On the project details page, click the Timeline tab.
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Click a stage in the timeline to open the details page.
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Click the Budget tab.
To see a summary of the budgets defined for each stage of a multi-stage project, click the Overview tab.