Budgeting Assistant
The purpose of the Budgeting Assistant (BA) is to help Project Managers with assigning resources to a task and booking them. The lower half of the BA shows how much available capacity each resource has.
The BA is embedded in the following locations:
This assistant is available only when you are using a working budget on the job.
Note: While Maconomy can show several budgets, it is only the Working Budget that is sent to People Planner.
Click on any budget line to edit information. Each time you select another budget line to edit, the People Planner Web Components are updated accordingly.
You can use the
button to maximize the Budgeting Assistant and the double-arrow button at the top of the workspace to restore it.
You can also drag the splitters between the different panes to resize them.