Budget Matrix by Resource
Budget Matrix - one of several ways to enter a Project Budget – is a matrix interface in the format of Project Tasks on the rows, and periods in the columns. The matrix makes it easy to create budgets based on quantity and to view available capacity while creating a budget.
Budget Matrix by Resource is similar to Budget Matrix with Calender with the difference that it allows budgeting per Task where the Resources are shown on the rows.
Once opened from the Actions menu in the Project Plan, fill in the fields as necessary. Hover over a field to read the Tooltip or a short description.
For given Budget Version:
- In the Task No. field, choose a Task for which to create a Budget.
- In the Resource Group No. field, choose a Resource Group or leave blank
- In the Resource Sub Group No. field, choose a Resource Sub Group or leave blank
- Add additional filtering or view options as needed.
- Enter the Budget per Resource in the matrix
For insight into capacity, availability and workload;
The Show Capacity field will show the Resource or Resource Group's capacity or availability based on their Norm Time.
The Show Calendar field will show the Resource Outlook calendar bookings.
Once any of the two fields is checked, a new FastTab will be displayed for additional filtering in the Capacity/Calender SubPage.
Note
Any calender booking marked "Private" in Outlook is shown as "PRIVATE" in the matrix.
See also
Budget & Planning Added Capabilities