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Preview a Budget or Forecasting View

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Background

While creating or editing a budget or forecasting view on the Company level Admin tool, you can preview how your budget or forecasting view will render in the Project level Budget tool by selecting a project from the Preview with Project drop-down list.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

Steps

Budget View

  1. Follow the relevant steps to create or edit a budget view.

  2. On the 'Budget View' page, select a project from the Preview with Project drop-down list.

  3. (Optional) In the Columns panel, click Load Data.
    Note: The budget preview table remains empty upon selecting a project. Clicking Load Data manually fetches and populates the project budget values (such as Direct Costs, Approved Budget Changes, and Committed Costs) into the table.

  4. Click Save to apply your changes to the budget view configuration.

Forecasting View

  1. Follow the relevant steps to create or edit a forecasting view.

  2. On the 'Forecasting View' page, select a project from the Preview with Project drop-down list.

  3. (Optional) In the Columns panel, click Load Data.
    Note: The forecasting preview table remains empty upon selecting a project. Clicking Load Data manually fetches and populates the project forecasting values (such as Approved COs, Revised Budget, and Projected Budget) into the table.

  4. Click Save to apply your changes to the forecasting view configuration.

See Also