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:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Cost and Funds, and then select Cost Sheet.
3. On the Cost Sheet page, select Create CBS.
4. In the CBS Setup dialog box, choose your CBS source, and select Next.
5. Select CBS codes, and select Next.
6. Select budget sources.
   • 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.
7. Select actuals sources.
   • Confirmed Actuals: Confirmed Actuals allows users to enter or import confirmed actuals.
   • Other Actuals Source: Scope-based actuals uses the Actual Cost to Date rolled up from scope assignments.
8. Select Save.