Creating a Project Budget

The project owner, Project Lead, or Financial Reviewer for a project can create a project budget plan, which sets the time lines and interval periods for the budget. A project can have only one budget.

Before you begin: The project must exist. See Creating a Project.

  1. From the PowerView page for the project, click Budget from the Categories menu.

  2. On the Budget page, click Actions > Create Budget.



  3. Enter these details as needed:

    Name. Type the Name of the budget or check AutoName to have the system assign the name.

    Interval Period. Select the interval for showing budget amounts.

    Time Line From. Select the start date for the budget. This defaults to the project start date.

    Time Line To. Select the end date for the budget. This defaults to the project end date.

    Notes. Enter any notes about the budget plan.

  4. Click Done.

    The budget plan displays on the Budget page for the project.