Planning
Use the Planning domain to create, manage, and analyze budgets, forecasts, and financial plans for projects and organizations. It also helps estimate revenue, labor, and non-labor costs while aligning resources with business goals.
Related Topics:
This screen displays approved budgets or outlooks of an organization.
Use the New Business Budgets screen to create budgets for new business, new contract bids, new work on existing contracts, or for any situation where a planning budget is needed but the project does not yet exist within Costpoint.
Use the Projects Budgets / EACs screen to create/modify a budget or EAC for a project.
The Resource Planning application is a resource planning application that enables you to search for team resources, add or modify resource project budget assignments, and as a final step, update the projects budgets/EACs with the assignment changes you made.
Use the Organization Budgeting module to manage processes related to org budgets and to generate and view org budget data.
Use the New Business Budgeting module for new work planning, such as generating proposed budgets and creating teams.
Use the Project Budgeting module to create budgets and EACs and to analyze various revenue and cost elements within the budgets/forecasts.
Use the Resource Planning module to manage resources across multiple projects.
Use the Administration module to manage configuration, org, and project settings that are specific to Costpoint Planning.