Budget and Performance

 

Fee Allocation Screen

Whilst both screens are available, changes made in the Budget Screen are visible in the Fee Allocation screen.

 

We advise against making changes in the Fee Allocation screen to see in the Budget Screen as the budget information is slightly different and some values entered into the new Budget screen may be lost in some circumstances.

For more information, please contact support.

 

Tutorials

 

The links below will open the video tutorials for the Budgets and Performance. These relate and are released with the Phase 1 of budgets and performance in September 2016

 

Depending on which web browser is in use, the video may launch in this same window.  If there is no back button displayed in the top left hand area of the screen, use the mouse right click on the main page area off the video and take the back option.

 

 

 

For an explanation and how-to of the areas within the main budget screen - Budget Overview.mp4

 

 

Details of the security options - Budget Security.mp4

 

 

A how-to guide for task management on the budget screen - Task Manager.mp4

 

 

Estimates show values before applying to budgets - Estimates.mp4

 

 

For details on the Freeze and Variance features - Freeze and Variance.mp4

 

 

Information on Publishing can be found here - Publishing.mp4

 

 

Project Performance Screen Tutorial - Project Performance.mp4

 

 

 

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