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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Manage budgets
Manage budgets
/Enter budget
Enter budget
Enter budget

Enter budget

Allocate one or more budgets to the project

  1. Go to theme BudgetsBudgets of your project.
  2. Click on SummarySummary.
  3. Click on Assign.

    4. The budget allocation pop-up window appears.

  4. Select the budget category budget, costs, revenues, etc.). Select categorySelect category
  5. Select an envelope if your project budget is based on envelope. envelopeenvelope
  6. Select the assignment phase or create a new phase if required. Select one or more phaseSelect one or more phase
  7. Select budget or search by filter criteria if required. Select one or more budgetSelect one or more budget
  8. Click on RegisterRegister.
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At this point, the budget overview is displayed with the new allocations, and the structure of your budget is complete.
Budgets Overview screen - Assign button
Budgets Overview screen - Assign button
Window for allocating budgets to specific project phases
Window for allocating budgets to specific project phases

Enter budget

  1. Enter amounts in the various displays.
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Good to know:
  • Representations whose values are underlined can be captured.
  • Representations cannot be entered if the user does not have the appropriate rights or if they are calculated (or fed by financial documents, an interface, etc.).
  • The lines Resource enhancement are calculated from the resource module of all non-underlined cells in the row bearing this symbol:
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