Setting Budget as Active Project Budget—Exercises

Required Data

Approve Project Forecast

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

1. Approve project forecast.

General exercise for Approve Project Forecast.

Main Exercise

Purpose: The purpose of this exercise is to set an approved project forecast as the project budget.

Windows:
Project Forecast Info

Setting Budget as Active Project Budget

1. Open the Project Forecast Info window and query for the approved project forecast (which has a forecast type which is set as a budget).
2. Right-click on the header, click Status and then click Set as Budget.