Enter budget

Allocate one or more budgets to the project

Go to theme Budgets of your project.
Click on Summary.
Click on Assign.

The budget allocation pop-up window appears.

Select the budget category budget, costs, revenues, etc.). Select category
Select an envelope if your project budget is based on envelope. envelope
Select the assignment phase or create a new phase if required. Select one or more phase
Select budget or search by filter criteria if required. Select one or more budget
Click on Register.

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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

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: