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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Creating a budget request in a project

Creating a budget request in a project

  1. Go to theme BudgetsBudgets of a project.
  2. Click on RequestRequest.
  3. Choose a Budget versionBudget version.
  4. Choose a HypothesisHypothesis to update.
  5. Click on Create.
  6. A budget allocation window appears.

  7. Optional : change the statusstatus budget request
  8. Optional : add an attachment or URL via DocumentDocument
  9. Optional : add a comment for the budget version via CommentComment.
  10. 🚨
    Please note: budget lines can be hidden. You can display them all by clicking on All lines instead of Blank lines hidden at the top left of the screen.
  11. If no budget is allocated: click on Assign and select a budget.
  12. Complete the budget request according to the years included in the budget plan .
  13. Click on RegisterRegister.
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