Use this window to create preliminary budget/forecast versions and then more importantly expand on these versions by the definition of forecast lines.
You can also use this window to view or modify information on a queried budget/forecast version, copy from existing budgets/forecasts, spread budget/forecast amounts, change statuses and create, connect or disconnect snapshots from a desired budget/forecast version and drill down to detailed information for snapshots.
You can use both navigators to find the required level in the WBS/CBS structures where you want to work. The navigators can be hidden to enable larger working space while not losing track of the position in the structures.
You can also use this window to navigate to interrelated Project and Project Budgeting and Forecasting windows when you right-click on this window and select the desired window name.
The tabs for this window will only be displayed once the window is queried for or populated with budget/forecast versions. For the description of each tab in the window, follow the appropriate link: Cost, Revenue, WBS Summary, CBS Summary, Budget vs Forecast
Create and Develop Project Forecast
Create and Develop Project Budget
Approve Project Forecast
with Approval Routing
Approve Project Forecast without Approval Routing
Approve Project Budget
with Approval Routing
Approve Project Budget without Approval Routing
Create
Project Budget/Forecast Versions
Create
Project Budget/Forecast Lines
Spread Forecast Amount
Create Project
Snapshot
Connect
Existing Snapshot
Set As Preliminary
Review Budget/Forecast
Start Approval
on Budget/Forecast
Approve Budget/Forecast
Cancel
Approval on Budget/Forecast
Set Budget As Active
Project Budget
Cancel Budget/Forecast
Version
Analyze
Project Budget/Forecast
Copy from Budget/Forecast
Copy From Project
Connect/Disconnect Resource
Forecast
Connect/Disconnect
Contract Change Order