Budgeting

You create detailed budgets at the project level. You can display budget information as a:

• Table - a table lists budget line items with the option to inline-edit and filter the rows using search filters.
• 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.

To create a budget for a basic project:

1. On the menu bar, click Project > Projects.
2. On the Projects page, click a basic project to open the project details page.
3. On the project details page, click the Budget tab.
4. Add a budget line item.

To create a budget for a multi-stage project:

1. On the menu bar, click Project > Projects.
2. On the Projects page, click a multi-stage project to open the project details page.
3. On the project details page, click the Timeline tab.
4. Click a stage in the timeline to open the details page.
5. Click the Budget tab.
6. Add a budget line item.