Create 4 Line Duration Budget (Copy) | Scribe

    Create 4 Line Duration Budget (Copy)

    • Andrea Jaroslawski |
    • 28 steps |
    • 2 minutes

    Create Baseline Budget

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    - Projects **must** have an **End Date** in order to have a budget. - If an End Date is missing, you will be prompted to enter it during budget creation.
    1
    - On the project record, click [[Financials tab]] - Click [[Plan]] subtab
    2
    - Click [[Create Budget]]
    3
    - For [[Plan Name]] field, enter the **Project Name followed by *'Baseline'***
    4
    - For [[Plan Calculation Type]] field, select **Duration by Task (from Resource Forecast) (Baseline)**
    5
    - For [[Project Budget Template]] field, select **Matrix Billing Budget**
    6
    - For [[Project Budget Template Options]] select **Apply to All Project Plan Tasks**
    7
    - [[Revenue Calculation Method]] will default to **Project Time and Expense**
    8
    - Click [[OK]]
    9
    Click [[Done]]

    Generate Plan Workbook

    10
    - Click [[Financials tab]], then [[Plan]] subtab
    11
    - Navigate to Baseline Plan - Click [[...]] next to Plan Name
    12
    - Under Actions, hover over [[Plan]] - Select [[Generate Plan Workbook]]
    13
    - Click [[OK]]
    14
    - Click [[OK]]
    15
    - Click [[OK]]
    16
    - Click [[Done]]

    Maintain Budget via Plan Workbook