Budget Forecasts: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for working with budget forecasts, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

Before you begin creating project budget forecast, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklists.

Table 1. Mandatory Settings
Form Criteria to Check
Enable/Disable Features (CS100000) form Make sure that the Projects and Budget Forecast features are enabled.
Projects (PM301000) form Make sure that the necessary project has been created with the necessary budget lines.