With method-related planning, you can plan time-based allowances, such as General Conditions, in a visual way using Gantt-based schedule tasks.
In this article:
With this capability set, teams can add key schedule milestones and associate budget items to them to visually plan their budgets in a Gantt view.
To create a schedule task:
Select the Forecast tab in Cost Management.
Switch to the Cost & Time tab.
Click Create Schedule Task.
Enter a Task Name.
Select a Start and End Date. The duration populates automatically.
Pick a color for the Gantt chart.
Once the task is created, use the More menu in the task table to do any of the following:
Use the to edit the visibility and order of the columns in the table.
All budget items automatically pull into the budget section underneath the schedule tasks.
To link schedule task and a budget item:
Use the More menu in the budget table.
Click Link to budgets.
Check the box next to one or more budget items to link.
Once linked, the bar color of the task and budget item will be the same.
Once you have linked all of your budget items to tasks, you can:
Toggle the view to only the budget table using .
Control which columns are visible in the table through the icon.
Create customized views by setting up filters and groupings using the icon. If a view is something you expect to need regularly you can use the view drop-down list to save your current view.
Add subitems by selecting the More menu .
Once scheduled tasks and budget items are linked, the start and end dates will be populated automatically. You have the flexibility to modify the start or end date of the budget, and the dates of the linked schedule tasks. Simply click the Start or End column next to the respective task or budget item.
If the dates are the same for both linked budgets and tasks, any changes made to the schedule task dates will automatically update the corresponding dates for the budget items.
However, if the budget dates are manually modified or differ from the schedule task dates, the dates of the budget items will not be automatically updated.
Once all budget line items are linked with schedule tasks, you can go to the Cash Flow tab to create distributions and see a project-level cash flow analysis.