Chapter 3: Budgeting & Planning Navigation

Introduction

In this lesson you will work with Budgeting & Planning's navigation screen; learn how to navigate between the different areas of the interface and how module and management context determines what is accessible. You will also explore the menu of Reports and Actions, understand report codes, and appreciate the difference between the project and organization management contexts.

Objectives

Upon successful completion of this chapter, you will be able to:

What is B&P?

Budgeting & Planning (B&P) is business intelligence software for project-based government contractors. It is a budget and cost reporting web-based application that integrates seamlessly with Deltek's Costpoint and GCS Premier accounting systems.

It is the fusion of best practices in comprehensive project and operations fiscal performance management, including all of the supporting data architecture and integration processes.

The program integrates company-wide reporting, budgeting, and financial management, which promotes collaboration and cooperation within the project management community.

How to Launch B&P

Launching Budgeting and Planning

What is the B&P Navigation Interface?

The user interface contains links to the various features in B&P. It provides a way for you to interact with the application, (also known as input), and a way for the application to provide feedback, (also known as output).

Why is the Interface Important?

The user interface offers access to data and tools, depending on the management context you choose. The interface is intuitive, so you’ll find it easy to move around and find the information you need to check data.

Learn How To...

Navigate in Budgeting & Planning from a Project Context

Navigate in Budgeting & Planning from an Org Context