Planning Domain

The Planning domain provides applications that support budgeting and planning for projects.

Module Application Functions
Organization Budgets / Outlooks
  • Shows approved budgets or outlooks for an organization.
New Business Budgets
  • 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.
Project Budgets / EACs
  • Create and modify a budget or EAC for a project.
Resource Planning
  • 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.
Organization Budgeting
  • Lets you manage processes related to org budgets and to generate and view org budget data.
New Business Budgeting
  • Use this module for new work planning, such as generating proposed budgets and creating teams.
Project Budgeting
  • Lets you create budgets and EACs and to analyze various revenue and cost elements within the budgets/forecasts.
Administration
  • Lets you manage configuration, org, and project settings that are specific to Costpoint Planning.