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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Create and fill in budget plans

Create and fill in budget plans

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Prerequisites : access the screen Budget plansBudget plans via the Main menuMain menu > Budget managementBudget management. Then click on Add or access a previously created plan .

Steps 1 to 4: Budget plan

  1. Fill in the WordingWording and other non-mandatory fields.
  2. Choose the categorycategory budget plan .
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    Please note that once the budget plan has been created, it can no longer be modified.

  3. Select one or more budgetSelect one or more budget in the budget plan (you can filter to find them).
  4. Select budget plan years in the field periodperiod.

Steps 5 to 7: associated budget version

  1. Fill in the WordingWording and other non-mandatory fields.
  2. Select a statusstatus for the budget version.
  3. Choose a deadlinedeadline. This date is for information only, and is used to "program" the end of validity of this version, so that a new one can be created later.
  4. Click on RegisterRegister.
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Read more : RequestRequest
Budget plan modification formula
Budget plan modification formula
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