BUDGETING AND PLANNING VIDEOS

We have created several short “How to” videos to assist you as you work with Budgeting and Planning. We will continue to add to our video collection and update this listing.

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General

• Login & Functionality

• What’s New: Functionality

• How to Set Up a User

Org Manager

• Initializing an Org Budget Year

• Modifying Org Budget Year Data

• Creating an Organization Budget

• Entering Organization Budget Data

• Creating an Outlook

• Computing and Posting Forward Rates

• Accessing and Analyzing Organization Reports

• Analyzing Consolidated and Organization Indirect Rates

• Analyzing Organizational Risk

Project Manager

• Creating a Project Budget

• Entering Project Budget Data

• Applying Escalation to Resources

• Reviewing Fully Burdened Costs on a Project Budget

• Setting Up Revenue and Ceilings

• Approving a Budget

• Creating an Estimate At Complete (EAC)

• Developing and Quantifying Corrective Actions for Project Budgets and EACs

• Managing Multiple EAC Versions

• Accessing Reports On Different Levels Within The Project Domain

• Accessing PSR and JSR

• Creating A Project Proposal

• Creating A Non-Backlog Project Budget

You may also access all Budgeting & Planning videos through the Deltek University Budget & Planning training portal here:  

https://education.deltek.com/web/saas/costpoint/bp/index.html