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define a new time budget |
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A time baseline is the basis for a budget. A baseline can be very simple - this project must be completed within 100 hours. Or very complex - this project has three tasks and each task cannot cost the client more than $3,000 every week. This help document guides you through the baseline creation process. |
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The Topic of the Day: Budgets webinar is a great resource to learn about best practices around creating, tracking and monitoring budgets in Projector. (go to 19:20) |
This form is reached from multiple Management Portal locations:
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Choose a radio button for the primary metric. The primary metric is used for display in the Project Dashboard and in ReportsReporting. It should represent the metric that you most often want to see or be used for checking project performance.
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Starting On | Enter a start date for the budget. Starting with the Winter 2016 release of Projector, you will no longer be able to enter budget amounts previous to the start date or after the end date. This limitation was added to accommodate a planned change in the user interface around budgeting. If you need budget data outside your time period, simply expand the time period. Existing budgets will remain unaffected and usable. |
Time Phased By | Choose the period by which the baseline will be phased:
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For | Enter the quantity of units for which the budget will extend. For example, if you chose Week from the Time-phased by section, enter the number of weeks. |
Ending On | Based on the information entered above, Projector will automatically calculate the end date |
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