Project Portfolio Management – Create a Budget

• Open Project Management from the Projects icon on the Home Page.

• Open Project from the Tasks Menu (or from your list of projects).

• 
• Choose Manage Project Budget from the Tasks Menu.

• Choose the “+” to Create Budget Version.

• Enter Name and Financial Plan Type

• Click Save and Continue

• Highlight the task and choose the “+” sign to add resources.  

• Enter Resource Type and cost.   

• Choose Save.  

• Choose Dropdown on Submit and Create Baseline.

• Choose OK.  

• Choose Done.