Manage the Project Budget

The budget section allows project managers to track expenses used in a particular project. To access the project budget:

  1. Access the Project Scheduler.
  2. Click the name of the project you wish to add expenses to from project list.

  3. To add an expense record, click Add Expense, enter the expense name and amount, and click Add. The record will be added to the expense list and the amount added to the total expense amount.
  4. To Edit an expense record, click into the line item, make your edits, and click on the column header of the line item.
  5. To delete an expense record, click Delete next to the expense record you wish to delete. The record will be removed from the expense list.
  6. When you have finished adding expenses to your budget, click Save and Close.

See Also

Project Scheduler Overview

Establish the Project Workweek

Add a Project from the Project Scheduler

Edit a Project from the Project Scheduler

Assign Team Members and Plan Hours in the Project View

Assign Projects and Plan Hours in the User View

Calculating Variance