Select the Budget Source

If your firm uses Vision's Planning application, you can decide whether you want to draw budgeted amounts from the Project Budget Worksheet in the Accounting application or from a mapped plan in the Project Planning application.

To select the budget source, complete the following steps:

1. On the Project Review form, select the projects for review.
2. On the toolbar of the Project Review Form, click Options.
3. On the General tab of the Options dialog box, set the Budget Source option to Budget Worksheet or Project Planning.
4. Click OK.