Turning on consultant budgets
unavailable in ajeraCore unless you have the Consultant Management add-on
To turn on consultant budgets
- From the > Setup menu, click Company > Preferences.
- Click the Project tab.
- In the Consultant Budgets field, select one of the following:
Select | To |
---|---|
Warn if over invoiced |
Track consultant budgets. Ajera displays a warning message if you enter costs for the consultant that exceed the remaining amount of the budget item. |
Don't allow over invoicing |
Track consultant budgets. Ajera does not allow you to enter costs for the consultant that exceed the remaining amount of the budget item. |
Warn if over invoiced - commitment # required |
Track only consultant budgets that have a commitment # on the Manage tab of the Project Command Center. Ajera displays a warning message if you enter costs for the consultant that exceed the remaining amount of the budget item. |
Don't allow over invoicing - commitment # required |
Track only consultant budgets that have a commitment # on the Manage tab of the Project Command Center. Ajera does not allow you to enter costs for the consultant that exceed the remaining amount of the budget item. |
- Click Save.
- Click Close.