Configure budget attribute at instance-level to allocate budget
Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.
Antes de Iniciar
- Enable the budget allocation property to work on budgeting for projects. For more information, see Enable financial budget allocation for projects in Project Workspace.
- Role required: admin
Importante:
Existing customers cannot change the budget attribute to cost_type.
Procedimento
- Navigate to .
- Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property.
-
Update the Value field to one of the following.
- cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and so on.
- expense_type - view financials by expense types such as Capex and Opex.
- Select Update.