Create a Project Budget

When you create a project budget, you can specify cost and billing amounts for labor and/or expenses.

To create a project budget, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Budgeting > Project Budgeting.
2. On the Project Budget Worksheet form, click beside the Search field to display the Project Lookup and select a project. Vision displays a blank Project Budget Worksheet. If you select multiple projects, each project's data displays on a separate page.
3. As you enter or modify data on the tabs of the Project Budget Worksheet form, click Insert to enter new line items. If your system administrator enabled reporting at burdened rates, the names on the Labor Costs and Expense Costs tabs change to Labor Burden and Expense Burden.
4. Optional. When you see this icon , pin the WBS tree. You pin the WBS tree to keep it displayed on the screen, which makes it easier to navigate between the WBS elements.
5. Click Save.

You can click Print to print the Budget Worksheet report.