Viewing budgets

Cost and revenue budgets are entered on the Costs & Charges tab for any item in the project structure. The budgets are displayed for each level in the project hierarchy. The budgets are totalled for the lower level items and are carried forward up the project structure.

Your budgets are displayed on some project enquiries and on some reports.

View changes in the budget figures

You can view any changes that have been made to a project, group or project item's budget figures.

Open: Project Accounting > Project Enquiries > View Project.

1. Select the project, group or project item in the project structure.
2. Move to the Costs & Charges tab.

3. Click View History.

   The Budget Change History window appears.

4. The window displays changes to the budget values, including the date and the user who made the change.

   Note: To display period budgets, click View Budgets By Period.

View the budget figures for each accounting period

You can view cost and revenue figures for a project, or project item for each accounting period.

Open: Project Accounting > Project Enquiries > View Project.

1. Select the project, group or project item in the project structure.
2. Move to the Costs & Charges tab.

3. Click Budgets by Period.

   The cost and revenue budgets for each accounting period are displayed.