Organization Budgets / Outlooks
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- Shows approved budgets or outlooks for an organization.
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New Business Budgets
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- Lets you 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.
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Project Budgets / EACs
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- Create and modify a budget or EAC for a project.
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Resource Planning
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- Enables you to search for team resources, add or modify resource project budget assignments, and as a final step, update the projects budgets/EACs with the assignment changes you made.
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Organization Budgeting
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- Lets you manage processes related to org budgets and to generate and view org budget data.
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New Business Budgeting
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- Use this module for new work planning, such as generating proposed budgets and creating teams.
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Project Budgeting
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- Lets you create budgets and EACs and to analyze various revenue and cost elements within the budgets/forecasts.
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Administration
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- Lets you manage configuration, org, and project settings that are specific to Costpoint Planning.
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