- You use assignments with budgets of hours to authorize people to charge time in Unanet.
- The assignments represent the forecast in the reports.
What’s covered in this document:
No Plans are used.
Schedule Type "Budgets" are used.
People Assignments contain hour budgets and rates.
Expense Budgets capture Expense forecasts.
Portfolio reports are run on Schedule Type "Budgets."
Benefits/Is This For Me?
Ideal for customers new to Portfolio who want an easy initial usage of the tools with an ability to forecast.
No need to use Plans as the forecast comes entirely from Assignments/Expense Budgets.
No proposal planning required.
Project Profile area: