The Budget Log dialog box displays when you right-click a project or WBS level in the Activity Table of the Gantt chart and select Budget Log.
You can also select a WBS level in the Gantt, click , select WBS Details, then click Budget Log.
WBS Budget Log Tasks
- add a new budget log entry
- approve or reject a budget log entry
- delete a budget log entry
- update the original budget
To add a new budget log entry
- In the Budget Log dialog box, click
Add budget log. A new line item is added.
- In the Amount field, enter an amount for the new line item.
- In the Responsible field, enter the name of the person who has authority for approving the new line item.
- In the Status field, select Pending.
To approve or reject a budget log entry
- In the Budget Log dialog box, review the line item that requires approval.
- In the Status field, select:
- Approved
- Not Approved
- In the Reason field, enter your reason for approving or rejecting the line item.
To delete a budget log entry
- In the Budget Log dialog box, select the budget log entry you want to delete.
- Click
Delete.
To update the original budget
- In the Original Budget field of the Budget Log dialog box, enter the amount of the original budget.
- Press Enter on your keyboard. The Current Budget and Proposed Budget are updated with the new value.
Controlling placement of the dialog box
You have full control of the placement of the WBS Budget Log dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart or activity network diagram. See Customize activity views for more information.
Field Definitions
-
- Maximize
- Maximizes the dialog box to the full area of the Activity page.
- Restore from Maximized State
- Restores the dialog box to its default size.
- Float
- Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
- Restore from Float State
- Restores the dialog box from Float State and positions it within the window.
Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
- Auto-hide
- Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
- Toggle Auto-hide
- Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
- Exit
- Closes the dialog box.
- Original Budget
- Displays the amount of the original budget. Changing the value updates the amount of the Current Budget and the Proposed Budget.
- Current Budget
- Displays the amount of the current budget.
- Proposed Budget
- Displays the amount of the proposed budget.
- Add budget log
- Adds a new line item to the Budget Log dialog box.
- Delete WBS Budget Log
- Deletes a selected WBS budget log.
- Previous WBS
- Moves up to the previous WBS in the Gantt chart, activity table, or activity network diagram.
- Next WBS
- Moves down to the next WBS in the Gantt chart, activity table, or activity network diagram.
- Date
- Date of the budgeted line item.
- Amount
- Amount of the budgeted line item.
- Responsible
- Name of the person with signature approval for the line item.
- Status
- Approval status of the line item.
- Reason
- Reason why the expense was required.
- Number
- Quantity purchased.