Planning
Use the Planning to domain to create and manage organizational, new business, and project budgets, as well view and run relates reports related to each area.
- Related Topics:
- Organization Budgets Outlooks
This screen displays approved budgets or outlooks of an organization. - New Business Budgets
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. - Project Budgets/EACs
Use the Projects Budgets / EACs screen to create/modify a budget or EAC for a project. - Resource Planning
Use the Resource Planning module to manage resources across multiple projects. - Organization Budgeting
Use the Organization Budgeting module to manage processes related to org budgets and to generate and view org budget data. - New Business Budgeting
Use the New Business Budgeting module for new work planning, such as generating proposed budgets and creating teams. - Project Budgeting
Use the Project Budgeting module to create budgets and EACs and to analyze various revenue and cost elements within the budgets/forecasts. - Administration
Use the Administration module to manage configuration, org, and project settings that are specific to Costpoint Planning.