This topic covers assigning budget resources, modifying a budget resource allocation along with assigning that resource at the project summary level. This assignment level is where budget resource must be applied within Microsoft Project.
- Now I'd like to further assign…the remaining budget resources to line zero.…So we're going to bring up that Assign Resources dialog box…off the Resource ribbon.…In here, I can see all of the budget resources,…along with my standard resources.…I do like this dialog box,…preferably to the Resource column,…because it gives me a lot more flexibility…around cost resources, material resources,…as well as labor, or budget resources.…So I'm going to select the Engineering Budget…to add into this particular line,…and I'm going to hold down the Ctrl key…and find my PM Budget resource,…Software Budget, Subcontractor,…Software again, and Training.…
Now, in each one of these I've added in the Resource Name,…the Budget value to the end of their name,…which helps me to find those budget resources for line zero.…If you choose not to put that in,…then it would be a little bit more difficult to locate them,…since there's no designation over here that tells me…that these are budget type resources.…So I'm going to assign them…to line zero of the project file,…
Note: This course was designed in collaboration with author Bonnie Biafore.
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- Setting up budget resource costs
- Setting up rate tables
- Creating budget resources
- Entering values for budget cost and work and expense resources
- Comparing costs to budget values
- Reviewing costs
- Managing and reducing project costs
- Adding actual costs