Projects - Budget Information

The Budget information screen displays estimated costs, actual costs, and any variance between the two. The costs that you enter for a project are tracked and a running total is created.

The Budget Information screen is available at the project and template level only. It is not available at the task level.

To access the Budget Information screen:

• This screen is available as a tab in the Project screen, the Project Template screen, and the Start Project screen. While in one of these areas of WorkflowManager, click on the "Budget Information" tab to access the screen.

• While in the Budget Information tab, select the existing folder to which you wish to add a new folder.
• Click on the "New Folder" button.
• Enter a unique name for the new folder and use the Enter key to record your input.
• Click the OK button to save your input.

• While in the Budget Information tab, select the folder to which you wish to add an expense item.
• Click on the "New Expense" button.
• Enter a unique name for the expense item and use the Enter key to navigate to the next field.
• Enter the Estimated Cost for the expense item and use the Enter key to navigate to the next field.
• Enter the Actual Cost for the expense item and use the Enter key to record your input. WorkflowManager automatically calculates and displays the variance amount (if any) between estimated and actual and positions the cursor for another expense entry.
• Click the OK button to save your input.

• While in the Budget Information tab, click in the Estimated or Actual column of the expense item that you wish to edit.
• Type in the modified amount and use the Enter key to navigate to the next field.
• Click the OK button to save your input.

• While in the Budget Information tab, select the expense item you wish to delete.
• Click on the "Delete" button.
• Click on the OK button to save your change.