BUDGETING

Changepoint budgeting - Introduction

• Introduction (2 min 7 Sec) LAUNCH
• Accessing Budgets (2 min 10 Sec) LAUNCH
• Budget item totals (4 min 22 Sec) LAUNCH
• Enabling fiscal period amounts for a budget (3 min 35 Sec) LAUNCH
• Introduction to currencies (2 min 9 Sec) LAUNCH
• Introduction to creating budgets (4 min 25 Sec) LAUNCH
• Entering budget details - the General tab (4 min 10 Sec) LAUNCH
• Specifying the budget contingency amount (5 min 0 Sec) LAUNCH

Controlling access to budgets

• Restricting access to a budget for specific resources (2 min 57 Sec) LAUNCH
• Removing access to a budget for specific resources (1 min 53 Sec) LAUNCH

Creating a project budget from an opportunity

• Creating a project budget from an opportunity - Introduction (2 min 25 Sec) LAUNCH
• Creating a project budget from an opportunity (4 min 15 Sec) LAUNCH

Displaying and Filtering Budget Data

• Displaying Budget Data - Introduction (1 min 30 Sec) LAUNCH
• Creating a budget item view (5 min 50 Sec) LAUNCH
• Editing a budget item view (2 min 7 Sec) LAUNCH
• Deleting a budget item view (1 min 55 Sec) LAUNCH
• Creating a budget item filter (10 min 30 Sec) LAUNCH
• Editing a budget item filter (1 min 55 Sec) LAUNCH
• Deleting a budget item filter (2 min 10 Sec) LAUNCH
• Displaying budget item amounts in different currencies (2 min 13 Sec) LAUNCH

Creating budget items

• Creating a budget item - Introduction (2 min 30 Sec) LAUNCH
• Creating a fixed-fee budget item (5 min 45 Sec) LAUNCH
• Adding schedule items for a fixed fee (3 min 12 Sec) LAUNCH
• Adding a product to a budget (3 min 40 Sec) LAUNCH
• Adding a service to a budget (3 min 5 Sec) LAUNCH
• Associating services with fixed fees in a budget (2 min 8 Sec) LAUNCH
• Adding an expense to a budget (3 min 16 Sec) LAUNCH
• Associating expenses with fixed fees in a budget (1 min 43 Sec) LAUNCH

Copying budget items

• Copying budget items from an engagement to a budget (3 min 26 Sec) LAUNCH
• Copying fixed fees or products from budgets to an engagement (3 min 25 Sec) LAUNCH
• Copying a budget service to projected resources or a project team (2 min 20 Sec) LAUNCH
• Copying a task assignment from a project to create a budget service (3 min 50 Sec) LAUNCH
• Copying rates from a budget service to an engagement (2 min 30 Sec) LAUNCH
• Copying projected resources to a budget service (2 min 45 Sec) LAUNCH

Editing Budgets

• Editing budget data - Introduction (2 min 54 Sec) LAUNCH
• Accessing budgets for editing (2 min 55 Sec) LAUNCH
• Editing a budget (6 min 3 Sec) LAUNCH
• Copying a budget item row (2 min 5 Sec) LAUNCH
• Deleting a budget item row (1 min 21 Sec) LAUNCH
• Editing fixed fees in a budget - Introduction (1 min 36 Sec) LAUNCH
• Associating a request with a budget item (2 min 50 Sec) LAUNCH
• Associating a budget item with a funding source (2 min 55 Sec) LAUNCH
• Creating a material from a budget product (2 min 30 Sec) LAUNCH

Copying budgets

• Copying budgets (2 min 30 Sec) LAUNCH

Freezing budgets

• Freezing and unfreezing budgets (2 min 0 Sec) LAUNCH
• Creating a budget revision (2 min 21 Sec) LAUNCH
• Accessing a budget revision (1 min 52 Sec) LAUNCH
• Budgeting reports (4 min 52 Sec) LAUNCH

Adding materials to a budget

• Introduction to materials (2 min 0 Sec) LAUNCH
• Creating a material record (2 min 20 Sec) LAUNCH
• Editing a material record (1 min 40 Sec) LAUNCH
• Associating a funding source to a material (3 min 10 Sec) LAUNCH

Replacing amounts in past fiscal periods with actual amounts

• Copying tasks to a budget (2 min 48 Sec) LAUNCH
• Replacing amounts in past fiscal periods with actual amounts (3 min 10 Sec) LAUNCH
• Comparing budget amounts in past fiscal periods with actual or original amounts (2 min 43 Sec) LAUNCH
• Moving budget variance amounts from past fiscal periods to the current fiscal period (1 min 19 Sec) LAUNCH

Using Revenue Recognition Rules

• Revenue Recognition Rules - Introduction (2 min 25 Sec) LAUNCH
• Setting revenue recognition rules for budgets (3 min 29 Sec) LAUNCH
• Switching from revenue recognition rules to billing rules (1 min 36 Sec) LAUNCH
• Adding milestones to a product or fixed fee (5 min 16 Sec) LAUNCH