This procedure allows you to view the current budget summary and detail data for both time-phased and non-time phased projects.
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Navigate to Budgets > Current Budget.
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In the Project Navigation Register panel, do the following:
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(Optional) In the toolbar, click the Project Controller ellipsis to select the project controller.
All the projects that are controlled by the selected project controller are displayed.
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(Optional) In the toolbar, click the Project Manager ellipsis to select the project manager of the project.
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(Optional) In the toolbar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.
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Select the required project row to view and edit its project details.
The project details are displayed on the right-hand side.
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On the right-hand side, at the top of the screen, in the toolbar, click the Project ellipsis to select the required project.
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If required, click the Refresh icon to update the screen.
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Click the Current Budget tab.
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Click the Original Budget Cost hyperlink for a selected project object. The Original Budget Details panel displays the line items for all approved budgets.
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Click the Pending Changes Cost hyperlink for a selected object. The Pending Change Details panel appears displaying line items for all changes with Submitted or Partially Approved status.
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Click the Approved Changes Cost hyperlink column for a selected object. The Approved Change Details panel appears displaying line items for all changes with Approved status.
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Click the Current Budget Cost hyperlink for a selected object. The Current Budget Details panel appears displaying line items for all approved budgets and changes.
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To view current budget time-phasing details, click the Time-Phasing tab. The time-phasing details appear in the Current Budget Time-Phasing panel.
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In the Current Budget Time-Phasing panel, click the Time-Phased Cost hyperlink. The Summary Time-Phasing panel appears.
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In the Summary Time-Phasing panel, click the Details tab to view the time-phased summary details.
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In the Summary Time-Phasing panel, click the Chart tab to view the original budget in a bar chart format.
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To view the current budget log, click the Log tab. All events associated with approved budgets or changes appear in the Budget Log panel.
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To view current budget reports, click the Reports tab.
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To generate each budget report, see Budget Reports.
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You can customize the view of all the panels in this screen from the view settings.
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