Creating a Budget from a Work Breakdown Structure

A work breakdown structure displays a current view of how the project should finish. A budget limits your project and gives an overview of expenses over time.

To create a budget from a work breakdown structure:

  1. Go to Lists > Relationships > Projects.

  2. Click Edit next to the project you want to update.

  3. Click the Work Breakdown Structure subtab.

  4. Click Set as Baseline Budget.

Note:

The Set as Baseline Budget button copies all data from a work breakdown structure into a budget record.

Related Topics:

General Notices