Documenting the set up

Detail Budgeting includes the Detail Budgeting Guidelines report. This report is available from the Help menu. It contains detailed information regarding the definitions of your employee types, asset types, event types, mappings between Detail Budgeting and schedule lines, and member allocations.

Your budget holders can check the same application definitions from CPM Workstation. The report appears by default when Detail Budgeting is opened.

Each section of the report consists of a table with the types, mappings, or members in the first column, and the descriptions of the items or allocation amounts in the secondary column.