Select a Budget Source
Select budget sources when you create a project CBS. You can choose whether to include a manual budget source for your project. In addition, you may also select from one of the other budget source options such as scope based. If the project CBS has been set up already, you can edit the budget source from the project Cost Sheet page.
To select a budget source:
- In the object selector, select
Project, select View Projects List, and then select a project name. - From the
Main Menu, select 
Cost and Funds, and then select Cost Sheet. - On the Cost Sheet page, select Create CBS.
- In the CBS Setup dialog box, select Copy from other to copy an existing CBS, or select Create new. Then select Next.
- (Copy from other) Choose the CBS to copy from and Select CBS codes, then select Next.
(Create new) Define CBS Segments, and then select Next.
- Select budget source:
- Budget: The budget allows users to enter costs in the Budget page to be approved.
- Other Budget Source: The scope-based budget uses costs rolled up from scope items once they are assigned to calculate the budget.
- Select actuals source:
- Confirmed Actuals: Confirmed Actuals allows users to enter or import confirmed actuals.
- Scope Based Actuals: Scope-based actuals uses the Actual Cost to Date rolled up from scope assignments.
Note You must select at least one actuals source.
- Select Finish.