Project Settings – Project Budget View

1. Project Budget View

The Project Budget View setting provides functionality to view project budget performance within the Executive Explorer menu.
Similar to the Project Register View, the IPM Administrator can use Project Budget View to customise the columns displayed on ‘Project Budget' page (see section under Project Budget). 
Once configured all users can view the same columns within the Project Budget view.

Follow the steps below to configure Project Budget View.

  • STEP 1: Go to Framework > Project Settings > Project Budget View.

Figure 1.1
  • STEP 2: Tick the check boxes to enable the corresponding columns to be displayed within the Project Budget screen.

  • STEP 3: Click Edit to edit the label of the column.

Figure 1.2
  • STEP 4: Change the column name according to the terminology used within the organisation.

  • STEP 5: Click Update to save the change.

  • STEP 6: Once, the Project Budget View settings are finalised, click Save to save the configuration.

2. Project Budget

The Project Budget area enables staff to select and prioritise projects  considering the organisation's available budget.

The system considers the projects based on whether they fit within the available budget. Even though the system streamlines the project selection process by ranking possible projects in order from the highest to lowest assessment score, staff will still have the ability to select projects that have lower scores for inclusion/approval.

At first glance, this page clearly indicates which projects can be included in the current year's budget along with other key information such as Overall Assessment Score, Approval Status, Total Project Budget and so on.

Some fields on this page may be activated or deactivated as per your organisation’s requirements. Please contact your System Administrator if you are unsure about the usage of any additional fields.

You can filter the budget information by Project or Asset.

  • STEP 1: Select the Organisation from the 'Projects From' dropdown.

The following information will be displayed on top of the screen.

Field

Description/Instructions

Field

Description/Instructions

Projects From

You can view projects from either the organisation's or asset's point of view 

Budget Year

This drop down will help you to determine the available budget for a particular year

Export

This feature helps you to export data to an Excel or Word file

Available Budget

This will display the organisation budget available for the selected year